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WisdomTree Equity Premium Income Fund

89 hedge funds and large institutions have $235M invested in WisdomTree Equity Premium Income Fund in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 41 increasing their positions, 10 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

310% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 10

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

42% more capital invested

Capital invested by funds: $165M → $235M (+$69.7M)

7.4% more ownership

Funds ownership: 46.52%53.92% (+7.4%)

6% more funds holding

Funds holding: 8489 (+5)

Holders
89
Holders Change
+5
Holders Change %
+5.95%
% of All Funds
1.1%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
20
Increased
41
Reduced
10
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RC
26
Resolute Capital
South Carolina
$1.56M +$197K +5,931 +14%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$1.52M -$1.74M -52,467 -52%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$1.5M +$18.7K +565 +1%
NA
29
NewEdge Advisors
Louisiana
$1.5M +$176K +5,317 +13%
SA
30
Sanctuary Advisors
Indiana
$1.4M -$30K -903 -2%
VWA
31
Visionary Wealth Advisors
Illinois
$1.29M +$106K +3,181 +9%
AWA
32
Arkadios Wealth Advisors
Georgia
$1.15M -$82.1K -2,474 -6%
Creative Planning
33
Creative Planning
Kansas
$1.1M +$339K +10,230 +42%
CSPIA
34
Cary Street Partners Investment Advisory
Virginia
$1.08M +$156K +4,705 +16%
JP Morgan Chase
35
JP Morgan Chase
New York
$1.07M +$362K +10,900 +46%
CAM
36
Cresset Asset Management
Illinois
$1.04M +$37.1K +1,117 +4%
PFG
37
Prosperity Financial Group
California
$959K +$168K +5,072 +20%
DWM
38
Diversify Wealth Management
Utah
$847K +$858K +25,851 New
MML Investors Services
39
MML Investors Services
Massachusetts
$757K +$327K +9,862 +71%
PAG
40
Private Advisor Group
New Jersey
$707K +$24.7K +746 +3%
HI
41
Harbour Investments
Wisconsin
$690K +$718K +21,633 New
KA
42
Kovack Advisors
Florida
$641K +$40.1K +1,210 +6%
WP
43
WealthPLAN Partners
Nebraska
$570K +$126K +3,788 +27%
WWA
44
WCG Wealth Advisors
Nevada
$569K -$86.7K -2,615 -13%
MAM
45
Milestone Asset Management
Pennsylvania
$561K +$583K +17,574 New
WWM
46
Western Wealth Management
Colorado
$505K +$525K +15,821 New
MWM
47
Maridea Wealth Management
New York
$495K +$514K +15,504 New
AC
48
Avory & Company
Florida
$484K
USCWA
49
U.S. Capital Wealth Advisors
Texas
$451K +$76.6K +2,310 +20%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$385K +$76.6K +2,308 +24%