WTPI

WisdomTree Equity Premium Income Fund

71 hedge funds and large institutions have $132M 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, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WWA
26
WCG Wealth Advisors
Nevada
$821K
DAS
27
Diversify Advisory Services
Utah
$748K
PAG
28
Private Advisor Group
New Jersey
$662K
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$652K
AWA
30
Arkadios Wealth Advisors
Georgia
$652K
KAS
31
Kestra Advisory Services
Texas
$634K
SAM
32
Smartleaf Asset Management
Massachusetts
$595K
OMC
33
Old Mission Capital
Illinois
$565K
PA
34
Pineridge Advisors
Missouri
$494K
OC
35
Oppenheimer & Co
New York
$456K
KA
36
Klingman & Associates
New York
$382K
AWM
37
Apollon Wealth Management
South Carolina
$360K
MFG
38
Merit Financial Group
Georgia
$333K
AAS
39
Avantax Advisory Services
Texas
$330K
MML Investors Services
40
MML Investors Services
Massachusetts
$316K
IAA
41
Independent Advisor Alliance
North Carolina
$300K
KA
42
Kovack Advisors
Florida
$283K
TA
43
Tactive Advisors
Florida
$283K
APW
44
Atlantic Private Wealth
North Carolina
$282K
SIM
45
Synergy Investment Management
Florida
$244K
AC
46
Avory & Company
Florida
$241K
HWM
47
HB Wealth Management
Georgia
$229K
CWM
48
Collaborative Wealth Management
Florida
$227K
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$219K
WCFP
50
White & Co Financial Planning
Washington
$218K