WisdomTree Equity Premium Income Fund
WTPI
49 hedge funds and large institutions have $57.9M invested in WisdomTree Equity Premium Income Fund in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 7 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
86% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 7
55% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 11
9% more funds holding
Funds holding: 45 → 49 (+4)
8% less capital invested
Capital invested by funds: $63M → $57.9M (-$5.1M)
9.5% less ownership
Funds ownership: 66.39% → 56.89% (-9.5%)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
HighTower Advisors
Chicago,
Illinois
| – | -$299K | -8,982 | Closed |
|
|
MIM
52
Macroview Investment Management
Bethesda,
Maryland
| – | -$41.7K | -1,252 | Closed |
|
53
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| – | -$20.8K | -625 | Closed |
|
|
GWM
54
Geneos Wealth Management
Englewood,
Colorado
| – | -$11.7K | -350 | Closed |
|
|
FFA
55
Farther Finance Advisors
San Francisco,
California
| – | -$1.83K | -55 | Closed |
|
|
MTIC
56
Missouri Trust & Investment Company
Springfield,
Missouri
| – | -$300 | -9 | Closed |
|
WTPI Hedge Fund Activity: Q2 2024 in Review
49 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Equity Premium Income Fund (WTPI) for Q2 2024, worth a combined $57.9M — down 8.1% from $63M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new WTPI positions and 7 closed out — a net gain of 6 holders — while 17 added to existing stakes and 11 trimmed.
The largest buyer was Solutions 4 Wealth, opening a new position worth an estimated $1.92M. The largest seller was Stratos Investment Management, exiting entirely with an estimated $10.7M sold.
- 49 institutional investors held WisdomTree Equity Premium Income Fund (WTPI) as of Q2 2024, up from 45 in Q1 2024.
- Funds reported $57.9M of WisdomTree Equity Premium Income Fund stock for Q2 2024, down 8.1% quarter-over-quarter.
- 13 funds opened new WisdomTree Equity Premium Income Fund positions in Q2 2024 and 7 closed out, a net change of +6 holders.
- The largest WisdomTree Equity Premium Income Fund buyer in Q2 2024 was Solutions 4 Wealth, an estimated $1.92M added.
- The largest WisdomTree Equity Premium Income Fund seller in Q2 2024 was Stratos Investment Management, an estimated $10.7M sold.
Based on aggregated 13F filings for Q2 2024.