WTPI

WisdomTree Equity Premium Income Fund

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
Holders
72
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
T
26
Tidemark
California
$834K
WWA
27
WCG Wealth Advisors
Nevada
$821K
DAS
28
Diversify Advisory Services
Utah
$748K
PAG
29
Private Advisor Group
New Jersey
$662K
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$652K
AWA
31
Arkadios Wealth Advisors
Georgia
$652K
KAS
32
Kestra Advisory Services
Texas
$634K
SAM
33
Smartleaf Asset Management
Massachusetts
$595K
OMC
34
Old Mission Capital
Illinois
$565K
PA
35
Pineridge Advisors
Missouri
$494K
OC
36
Oppenheimer & Co
New York
$456K
KA
37
Klingman & Associates
New York
$382K
AWM
38
Apollon Wealth Management
South Carolina
$360K
MFG
39
Merit Financial Group
Georgia
$333K
AAS
40
Avantax Advisory Services
Texas
$330K
MML Investors Services
41
MML Investors Services
Massachusetts
$316K
IAA
42
Independent Advisor Alliance
North Carolina
$300K
KA
43
Kovack Advisors
Florida
$283K
TA
44
Tactive Advisors
Florida
$283K
APW
45
Atlantic Private Wealth
North Carolina
$282K
SIM
46
Synergy Investment Management
Florida
$244K
AC
47
Avory & Company
Florida
$241K
HWM
48
HB Wealth Management
Georgia
$229K
CWM
49
Collaborative Wealth Management
Florida
$227K
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$219K