WTPI

WisdomTree Equity Premium Income Fund
WTPI

Overview Fund Activity

70 hedge funds and large institutions have $131M invested in WisdomTree Equity Premium Income Fund in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+7
Holders Change %
+11.11%
% of All Funds
0.94%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
34
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CFS
Compass Financial Services
Iowa
+$3.88M
2
TPI
Trust Point Inc
Wisconsin
+$2.44M
3
Morgan Stanley
Morgan Stanley
New York
+$1.64M
4
NA
NewEdge Advisors
Louisiana
+$1.3M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.28M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.01M
2
CSP
Cary Street Partners
Virginia
-$592K
3
WWA
WCG Wealth Advisors
Nevada
-$391K
4
HI
Harbour Investments
Wisconsin
-$333K
5
HighTower Advisors
HighTower Advisors
Illinois
-$285K
Name Holding Trade Value Shares
Change 		Shares
Change %
DAS
26
Diversify Advisory Services
Utah
$748K -$11.7K -357 -2%
PAG
27
Private Advisor Group
New Jersey
$662K +$59.5K +1,856 +10%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$652K +$201K +6,269 +44%
AWA
29
Arkadios Wealth Advisors
Georgia
$652K +$47.2K +1,472 +8%
KAS
30
Kestra Advisory Services
Texas
$634K +$276K +8,622 +77%
SAM
31
Smartleaf Asset Management
Massachusetts
$595K +$21.6K +674 +4%
OMC
32
Old Mission Capital
Illinois
$565K +$565K +17,643 New
PA
33
Pineridge Advisors
Missouri
$494K +$50.9K +1,588 +11%
OC
34
Oppenheimer & Co
New York
$456K +$5.09K +159 +1%
KA
35
Klingman & Associates
New York
$382K – – –
AWM
36
Apollon Wealth Management
South Carolina
$360K +$122K +3,816 +52%
MFG
37
Merit Financial Group
Georgia
$333K +$333K +10,403 New
AAS
38
Avantax Advisory Services
Texas
$330K -$116K -3,626 -26%
MML Investors Services
39
MML Investors Services
Massachusetts
$316K +$22.5K +702 +8%
IAA
40
Independent Advisor Alliance
North Carolina
$300K +$300K +9,356 New
KA
41
Kovack Advisors
Florida
$283K +$43.2K +1,349 +18%
TA
42
Tactive Advisors
Florida
$283K +$283K +8,818 New
APW
43
Atlantic Private Wealth
North Carolina
$282K – – –
SIM
44
Synergy Investment Management
Florida
$244K +$4.74K +148 +2%
AC
45
Avory & Company
Florida
$241K – – –
HWM
46
HB Wealth Management
Georgia
$229K -$132K -4,106 -37%
CWM
47
Collaborative Wealth Management
Florida
$227K +$227K +7,093 New
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$219K +$219K +6,850 New
WCFP
49
White & Co Financial Planning
Washington
$218K +$11.3K +353 +5%
TSMHT
50
Thurston Springer Miller Herd & Titak
Indiana
$142K – – –
1
2
3