WisdomTree Equity Premium Income Fund
WTPI
45 hedge funds and large institutions have $63M invested in WisdomTree Equity Premium Income Fund in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 6 closing their positions.
1% more capital invested
Capital invested by funds: $62.6M → $63M (+$380K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 16
4% less funds holding
Funds holding: 47 → 45 (-2)
5.42% less ownership
Funds ownership: 71.81% → 66.39% (-5.4%)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.44M |
| 2 |
SIM
Stratos Investment Management
Beachwood,
Ohio
|
+$1M |
| 3 |
CWM
Castle Wealth Management
West Palm Beach,
Florida
|
+$640K |
| 4 |
LPL Financial
San Diego,
California
|
+$529K |
| 5 |
PCMF
Private Capital Management (Florida)
Naples,
Florida
|
+$471K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.01M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.06M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$672K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$601K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$396K |
WTPI Hedge Fund Activity: Q1 2024 in Review
45 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Equity Premium Income Fund (WTPI) for Q1 2024, worth a combined $63M — up 0.61% from $62.6M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of WTPI and 5 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 15 added.
The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $1.44M. The largest seller was Envestnet Asset Management, cutting an estimated $3.01M.
- 45 institutional investors held WisdomTree Equity Premium Income Fund (WTPI) as of Q1 2024, down from 47 in Q4 2023.
- Funds reported $63M of WisdomTree Equity Premium Income Fund stock for Q1 2024, up 0.61% quarter-over-quarter.
- 5 funds opened new WisdomTree Equity Premium Income Fund positions in Q1 2024 and 6 closed out, a net change of -1 holder.
- The largest WisdomTree Equity Premium Income Fund buyer in Q1 2024 was Cetera Investment Advisers, an estimated $1.44M added.
- The largest WisdomTree Equity Premium Income Fund seller in Q1 2024 was Envestnet Asset Management, an estimated $3.01M sold.
Based on aggregated 13F filings for Q1 2024.