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WTPI

WisdomTree Equity Premium Income Fund
WTPI

72 hedge funds and large institutions have $133M invested in WisdomTree Equity Premium Income Fund in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

143% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 14

17% more capital invested

Capital invested by funds: $114M → $133M (+$19.7M)

13% more funds holding

Funds holding: 64 → 72 (+8)

3.02% more ownership

Funds ownership: 48.65% → 51.67% (+3%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
72
Holders Change
+8
Holders Change %
+12.5%
% of All Funds
0.95%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
34
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CFS
Compass Financial Services
Iowa
+$3.75M
2
TPI
Trust Point Inc
Wisconsin
+$2.37M
3
Morgan Stanley
Morgan Stanley
New York
+$1.59M
4
NA
NewEdge Advisors
Louisiana
+$1.26M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.24M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$981K
2
CSP
Cary Street Partners
Virginia
-$573K
3
WWA
WCG Wealth Advisors
Nevada
-$379K
4
HI
Harbour Investments
Wisconsin
-$333K
5
HighTower Advisors
HighTower Advisors
Illinois
-$285K
Name Holding Trade Value Shares
Change 		Change in
Stake
T
26
Tidemark
California
$834K +$342K +11,040 +74%
WWA
27
WCG Wealth Advisors
Nevada
$821K -$379K -12,203 -32%
DAS
28
Diversify Advisory Services
Utah
$748K -$11.1K -357 -2%
PAG
29
Private Advisor Group
New Jersey
$662K +$57.6K +1,856 +10%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$652K +$194K +6,269 +44%
AWA
31
Arkadios Wealth Advisors
Georgia
$652K +$45.7K +1,472 +8%
KAS
32
Kestra Advisory Services
Texas
$634K +$267K +8,622 +77%
SAM
33
Smartleaf Asset Management
Massachusetts
$595K +$20.9K +674 +4%
OMC
34
Old Mission Capital
Illinois
$565K +$547K +17,643 New
PA
35
Pineridge Advisors
Missouri
$494K +$49.3K +1,588 +11%
OC
36
Oppenheimer & Co
New York
$456K +$4.93K +159 +1%
KA
37
Klingman & Associates
New York
$382K – – –
AWM
38
Apollon Wealth Management
South Carolina
$360K +$118K +3,816 +52%
MFG
39
Merit Financial Group
Georgia
$333K +$323K +10,403 New
AAS
40
Avantax Advisory Services
Texas
$330K -$112K -3,626 -26%
MML Investors Services
41
MML Investors Services
Massachusetts
$316K +$21.8K +702 +8%
IAA
42
Independent Advisor Alliance
North Carolina
$300K +$290K +9,356 New
KA
43
Kovack Advisors
Florida
$283K +$41.9K +1,349 +18%
TA
44
Tactive Advisors
Florida
$283K +$274K +8,818 New
APW
45
Atlantic Private Wealth
North Carolina
$282K – – –
SIM
46
Synergy Investment Management
Florida
$244K +$4.59K +148 +2%
AC
47
Avory & Company
Florida
$241K – – –
HWM
48
HB Wealth Management
Georgia
$229K -$127K -4,106 -37%
CWM
49
Collaborative Wealth Management
Florida
$227K +$220K +7,093 New
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$219K +$213K +6,850 New
1
2
3 4

WTPI Hedge Fund Activity: Q2 2025 in Review

72 of the 7,598 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Equity Premium Income Fund (WTPI) for Q2 2025, worth a combined $133M — up 17% from $114M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new WTPI positions and 5 closed out — a net gain of 8 holders — while 34 added to existing stakes and 14 trimmed.

The largest buyer was Compass Financial Services, adding an estimated $3.75M. The largest seller was Envestnet Asset Management, cutting an estimated $981K.

  • 72 institutional investors held WisdomTree Equity Premium Income Fund (WTPI) as of Q2 2025, up from 64 in Q1 2025.
  • Funds reported $133M of WisdomTree Equity Premium Income Fund stock for Q2 2025, up 17% quarter-over-quarter.
  • 13 funds opened new WisdomTree Equity Premium Income Fund positions in Q2 2025 and 5 closed out, a net change of +8 holders.
  • The largest WisdomTree Equity Premium Income Fund buyer in Q2 2025 was Compass Financial Services, an estimated $3.75M added.
  • The largest WisdomTree Equity Premium Income Fund seller in Q2 2025 was Envestnet Asset Management, an estimated $981K sold.

Based on aggregated 13F filings for Q2 2025.