WisdomTree Equity Premium Income Fund
WTPI
48 hedge funds and large institutions have $159M invested in WisdomTree Equity Premium Income Fund in 2019 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 22 reducing their positions, and 10 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
4% less funds holding
Funds holding: 50 → 48 (-2)
4.22% less ownership
Funds ownership: 72.85% → 68.63% (-4.2%)
9% less capital invested
Capital invested by funds: $175M → $159M (-$15.7M)
10% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 10
50% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 22
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $342K
Top Buyers
| 1 |
OWM
Opes Wealth Management
Menlo Park,
California
|
+$3.64M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.39M |
| 3 |
Jane Street
New York
|
+$1.14M |
| 4 |
SIM
Stratos Investment Management
Beachwood,
Ohio
|
+$1.04M |
| 5 |
WB
WesBanco Bank
Wheeling,
West Virginia
|
+$766K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWA
51
SFMG Wealth Advisors
Plano,
Texas
| – | -$3.52M | -130,639 | Closed |
|
52
AssetMark Inc
Concord,
California
| – | -$1.07M | -39,604 | Closed |
|
|
DW
53
Domani Wealth
Lancaster,
Pennsylvania
| – | -$335K | -12,423 | Closed |
|
|
BSAM
54
Blue Sky Asset Management
Greenwood Village,
Colorado
| – | -$329K | -12,233 | Closed |
|
|
SBIA
55
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
| – | -$242K | -9,000 | Closed |
|
|
GRP
56
Global Retirement Partners
San Rafael,
California
| – | -$34K | -1,255 | Closed |
|
WTPI Hedge Fund Activity: Q2 2019 in Review
48 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Equity Premium Income Fund (WTPI) for Q2 2019, worth a combined $159M — down 9% from $175M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of WTPI and 9 opened new positions — a net loss of 1 holder — while 22 trimmed existing stakes and 11 added.
The largest buyer was Opes Wealth Management, opening a new position worth an estimated $3.64M. The largest seller was Mackenzie Financial, exiting entirely with an estimated $17.9M sold.
- 48 institutional investors held WisdomTree Equity Premium Income Fund (WTPI) as of Q2 2019, down from 50 in Q1 2019.
- Funds reported $159M of WisdomTree Equity Premium Income Fund stock for Q2 2019, down 9% quarter-over-quarter.
- 9 funds opened new WisdomTree Equity Premium Income Fund positions in Q2 2019 and 10 closed out, a net change of -1 holder.
- The largest WisdomTree Equity Premium Income Fund buyer in Q2 2019 was Opes Wealth Management, an estimated $3.64M added.
- The largest WisdomTree Equity Premium Income Fund seller in Q2 2019 was Mackenzie Financial, an estimated $17.9M sold.
Based on aggregated 13F filings for Q2 2019.