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WTPI

WisdomTree Equity Premium Income Fund
WTPI

71 hedge funds and large institutions have $152M invested in WisdomTree Equity Premium Income Fund in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 17

14% more capital invested

Capital invested by funds: $133M → $152M (+$18.8M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

1% less funds holding

Funds holding: 72 → 71 (-1)

2.77% less ownership

Funds ownership: 51.67% → 48.9% (-2.8%)

Holders
71
Holders Change
-1
Holders Change %
-1.39%
% of All Funds
0.93%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
31
Reduced
17
Closed
8
Calls
$263K
Puts
–
Net Calls
+$263K
Net Calls Change
+$263K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$4.78M
2
LPL Financial
LPL Financial
California
+$3.22M
3
Jane Street
Jane Street
New York
+$2.09M
4
GBWM
Granite Bay Wealth Management
New Hampshire
+$1.32M
5
PA
PFG Advisors
Arizona
+$1.09M

Top Sellers

Rank Fund Capital Flow
1
TPI
Trust Point Inc
Wisconsin
-$4.29M
2
BRWM
Blue Rock Wealth Management
North Carolina
-$956K
3
SAM
Smartleaf Asset Management
Massachusetts
-$605K
4
OMC
Old Mission Capital
Illinois
-$565K
5
IAA
Independent Advisor Alliance
North Carolina
-$300K
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
26
PFG Advisors
Arizona
$1.11M +$1.09M +33,318 New
Creative Planning
27
Creative Planning
Kansas
$902K – – –
AWA
28
Arkadios Wealth Advisors
Georgia
$899K +$218K +6,685 +33%
PFG
29
Prosperity Financial Group
California
$860K +$845K +25,856 New
WWA
30
WCG Wealth Advisors
Nevada
$805K -$46.7K -1,430 -6%
PAG
31
Private Advisor Group
New Jersey
$695K +$7.48K +229 +1%
DAS
32
Diversify Advisory Services
Utah
$674K -$91.6K -2,804 -12%
KAS
33
Kestra Advisory Services
Texas
$603K -$54K -1,653 -8%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$552K +$501K +15,335 +1,229%
OC
35
Oppenheimer & Co
New York
$474K +$882 +27 +0.2%
MML Investors Services
36
MML Investors Services
Massachusetts
$414K +$83.9K +2,567 +26%
KA
37
Klingman & Associates
New York
$397K – – –
AWM
38
Apollon Wealth Management
South Carolina
$373K – – –
HWM
39
HB Wealth Management
Georgia
$371K +$131K +4,018 +56%
TA
40
Tactive Advisors
Florida
$361K +$66.7K +2,042 +23%
MFG
41
Merit Financial Group
Georgia
$346K – – –
KA
42
Kovack Advisors
Florida
$338K +$43.3K +1,324 +15%
AAS
43
Ameritas Advisory Services
Nebraska
$321K +$217K +6,650 +222%
CWM
44
Collaborative Wealth Management
Florida
$306K +$68.9K +2,107 +30%
APW
45
Atlantic Private Wealth
North Carolina
$293K – – –
SIM
46
Synergy Investment Management
Florida
$261K +$7.48K +229 +3%
AC
47
Avory & Company
Florida
$250K – – –
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$248K +$244K +7,452 New
PA
49
Pineridge Advisors
Missouri
$239K -$270K -8,249 -53%
WCFP
50
White & Co Financial Planning
Washington
$224K -$2.68K -82 -1%
1
2
3 4

WTPI Hedge Fund Activity: Q3 2025 in Review

71 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Equity Premium Income Fund (WTPI) for Q3 2025, worth a combined $152M — up 14% from $133M a quarter earlier.

Fund positioning in WTPI was balanced in Q3 2025: 8 funds opened new positions, 8 closed out, 31 added to existing stakes and 17 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.78M. The largest seller was Trust Point Inc, cutting an estimated $4.29M.

  • 71 institutional investors held WisdomTree Equity Premium Income Fund (WTPI) as of Q3 2025, down from 72 in Q2 2025.
  • Funds reported $152M of WisdomTree Equity Premium Income Fund stock for Q3 2025, up 14% quarter-over-quarter.
  • 8 funds opened new WisdomTree Equity Premium Income Fund positions in Q3 2025 and 8 closed out, a net change of 0 holders.
  • The largest WisdomTree Equity Premium Income Fund buyer in Q3 2025 was Morgan Stanley, an estimated $4.78M added.
  • The largest WisdomTree Equity Premium Income Fund seller in Q3 2025 was Trust Point Inc, an estimated $4.29M sold.

Based on aggregated 13F filings for Q3 2025.