WTPI

WisdomTree Equity Premium Income Fund

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
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
$263K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
26
PFG Advisors
Arizona
$1.11M
Creative Planning
27
Creative Planning
Kansas
$902K
AWA
28
Arkadios Wealth Advisors
Georgia
$899K
PFG
29
Prosperity Financial Group
California
$860K
WWA
30
WCG Wealth Advisors
Nevada
$805K
PAG
31
Private Advisor Group
New Jersey
$695K
DAS
32
Diversify Advisory Services
Utah
$674K
KAS
33
Kestra Advisory Services
Texas
$603K
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$552K
OC
35
Oppenheimer & Co
New York
$474K
MML Investors Services
36
MML Investors Services
Massachusetts
$414K
KA
37
Klingman & Associates
New York
$397K
AWM
38
Apollon Wealth Management
South Carolina
$373K
HWM
39
HB Wealth Management
Georgia
$371K
TA
40
Tactive Advisors
Florida
$361K
MFG
41
Merit Financial Group
Georgia
$346K
KA
42
Kovack Advisors
Florida
$338K
AAS
43
Ameritas Advisory Services
Nebraska
$321K
CWM
44
Collaborative Wealth Management
Florida
$306K
APW
45
Atlantic Private Wealth
North Carolina
$293K
SIM
46
Synergy Investment Management
Florida
$261K
AC
47
Avory & Company
Florida
$250K
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$248K
PA
49
Pineridge Advisors
Missouri
$239K
WCFP
50
White & Co Financial Planning
Washington
$224K