WTPI

WisdomTree Equity Premium Income Fund

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
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
DAS
26
Diversify Advisory Services
Utah
$748K
PAG
27
Private Advisor Group
New Jersey
$662K
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$652K
AWA
29
Arkadios Wealth Advisors
Georgia
$652K
KAS
30
Kestra Advisory Services
Texas
$634K
SAM
31
Smartleaf Asset Management
Massachusetts
$595K
OMC
32
Old Mission Capital
Illinois
$565K
PA
33
Pineridge Advisors
Missouri
$494K
OC
34
Oppenheimer & Co
New York
$456K
KA
35
Klingman & Associates
New York
$382K
AWM
36
Apollon Wealth Management
South Carolina
$360K
MFG
37
Merit Financial Group
Georgia
$333K
AAS
38
Avantax Advisory Services
Texas
$330K
MML Investors Services
39
MML Investors Services
Massachusetts
$316K
IAA
40
Independent Advisor Alliance
North Carolina
$300K
KA
41
Kovack Advisors
Florida
$283K
TA
42
Tactive Advisors
Florida
$283K
APW
43
Atlantic Private Wealth
North Carolina
$282K
SIM
44
Synergy Investment Management
Florida
$244K
AC
45
Avory & Company
Florida
$241K
HWM
46
HB Wealth Management
Georgia
$229K
CWM
47
Collaborative Wealth Management
Florida
$227K
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$219K
WCFP
49
White & Co Financial Planning
Washington
$218K
TSMHT
50
Thurston Springer Miller Herd & Titak
Indiana
$142K