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WisdomTree Equity Premium Income Fund

84 hedge funds and large institutions have $165M invested in WisdomTree Equity Premium Income Fund in 2025 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 33 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

106% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 16

18% more funds holding

Funds holding: 7184 (+13)

9% more capital invested

Capital invested by funds: $152M → $165M (+$13.1M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.38% less ownership

Funds ownership: 48.9%46.52% (-2.4%)

Holders
84
Holders Change
+13
Holders Change %
+18.31%
% of All Funds
1.02%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
33
Reduced
16
Closed
9
Calls
$287K
Puts
Net Calls
+$287K
Net Calls Change
+$24K
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$1.2M -$703K -21,081 -37%
TI
27
TrueMark Investments
Illinois
$1.14M +$1.15M +34,568 New
CAM
28
Cresset Asset Management
Illinois
$1.04M -$130K -3,893 -11%
CSPIA
29
Cary Street Partners Investment Advisory
Virginia
$967K +$977K +29,279 New
PAS
30
Park Avenue Securities
New York
$951K +$961K +28,795 New
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$932K +$389K +11,657 +70%
CW
32
CreativeOne Wealth
Kansas
$869K +$878K +26,328 New
PFG
33
Prosperity Financial Group
California
$825K -$29.3K -877 -3%
DAS
34
Diversify Advisory Services
Utah
$816K +$141K +4,214 +21%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$811K +$820K +24,568 New
Creative Planning
36
Creative Planning
Kansas
$797K -$98.5K -2,953 -11%
JP Morgan Chase
37
JP Morgan Chase
New York
$776K +$762K +22,847 +3,456%
KAS
38
Kestra Advisory Services
Texas
$716K +$119K +3,563 +20%
PAG
39
Private Advisor Group
New Jersey
$707K +$17.2K +516 +2%
WWA
40
WCG Wealth Advisors
Nevada
$676K -$124K -3,732 -15%
KA
41
Kovack Advisors
Florida
$624K +$291K +8,730 +86%
Envestnet Portfolio Solutions
42
Envestnet Portfolio Solutions
Illinois
$535K +$540K +16,199 New
AC
43
Avory & Company
Florida
$501K +$255K +7,640 +102%
WP
44
WealthPLAN Partners
Nebraska
$465K +$470K +14,078 New
MML Investors Services
45
MML Investors Services
Massachusetts
$458K +$47.5K +1,423 +11%
MWM
46
Meridian Wealth Management
Kentucky
$456K +$461K +13,805 New
USCWA
47
U.S. Capital Wealth Advisors
Texas
$390K +$394K +11,822 New
AWM
48
Apollon Wealth Management
South Carolina
$371K
US Bancorp
49
US Bancorp
Minnesota
$352K +$356K +10,667 New
MFG
50
Merit Financial Group
Georgia
$344K