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WisdomTree Equity Premium Income Fund

64 hedge funds and large institutions have $114M invested in WisdomTree Equity Premium Income Fund in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 10

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

49% more capital invested

Capital invested by funds: $76.1M → $114M (+$37.5M)

8% more funds holding

Funds holding: 5964 (+5)

1.57% more ownership

Funds ownership: 47.08%48.65% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
64
Holders Change
+5
Holders Change %
+8.47%
% of All Funds
0.86%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
32
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
26
Smartleaf Asset Management
Massachusetts
$555K +$491K +14,984 +518%
T
27
Tidemark
California
$467K +$336K +10,270 +218%
Creative Planning
28
Creative Planning
Kansas
$463K +$34.5K +1,052 +8%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$439K -$117K -3,572 -20%
OC
30
Oppenheimer & Co
New York
$438K -$165K -5,049 -26%
AAS
31
Avantax Advisory Services
Texas
$433K +$176K +5,372 +63%
PA
32
Pineridge Advisors
Missouri
$431K +$24.9K +760 +6%
KA
33
Klingman & Associates
New York
$372K
HWM
34
HB Wealth Management
Georgia
$350K -$37.1K -1,133 -9%
KAS
35
Kestra Advisory Services
Texas
$348K +$93.6K +2,857 +34%
HI
36
Harbour Investments
Wisconsin
$333K +$60.9K +1,858 +21%
MML Investors Services
37
MML Investors Services
Massachusetts
$286K +$300K +9,174 New
HighTower Advisors
38
HighTower Advisors
Illinois
$285K +$300K +9,164 New
APW
39
Atlantic Private Wealth
North Carolina
$274K -$36.5K -1,115 -11%
AC
40
Avory & Company
Florida
$234K
KA
41
Kovack Advisors
Florida
$233K +$245K +7,483 New
SIM
42
Synergy Investment Management
Florida
$233K +$245K +7,473 New
AWM
43
Apollon Wealth Management
South Carolina
$231K +$243K +7,405 New
WCFP
44
White & Co Financial Planning
Washington
$200K -$4.98K -152 -2%
TSMHT
45
Thurston Springer Miller Herd & Titak
Indiana
$138K +$145K +4,425 New
RFG
46
REAP Financial Group
Texas
$103K -$42.8K -1,307 -28%
CFS
47
Compass Financial Services
Iowa
$78.7K +$82.8K +2,527 New
GWSA
48
Global Wealth Strategies & Associates
Colorado
$47.7K
FFA
49
Farther Finance Advisors
California
$44.9K
ACA
50
Aptus Capital Advisors
Alabama
$29.6K