WisdomTree Equity Premium Income Fund
WTPI
49 hedge funds and large institutions have $68.3M invested in WisdomTree Equity Premium Income Fund in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 5 closing their positions.
92% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 12
18% more capital invested
Capital invested by funds: $57.9M → $68.3M (+$10.4M)
0% more funds holding
Funds holding: 49 → 49 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
3.32% less ownership
Funds ownership: 56.89% → 53.58% (-3.3%)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Bank of America
Charlotte,
North Carolina
| – | -$321K | -9,624 | Closed |
|
52
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$134K | -4,024 | Closed |
|
53
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$47.8K | -1,434 | Closed |
|
54
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$33.9K | -1,000 | Closed |
|
WTPI Hedge Fund Activity: Q3 2024 in Review
49 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Equity Premium Income Fund (WTPI) for Q3 2024, worth a combined $68.3M — up 18% from $57.9M a quarter earlier.
Fund positioning in WTPI was balanced in Q3 2024: 5 funds opened new positions, 5 closed out, 23 added to existing stakes and 12 trimmed.
The largest buyer was Castle Wealth Management, adding an estimated $5.25M. The largest seller was Crabel Capital Management, cutting an estimated $8.35M.
- 49 institutional investors held WisdomTree Equity Premium Income Fund (WTPI) as of Q3 2024, unchanged from Q2 2024.
- Funds reported $68.3M of WisdomTree Equity Premium Income Fund stock for Q3 2024, up 18% quarter-over-quarter.
- 5 funds opened new WisdomTree Equity Premium Income Fund positions in Q3 2024 and 5 closed out, a net change of 0 holders.
- The largest WisdomTree Equity Premium Income Fund buyer in Q3 2024 was Castle Wealth Management, an estimated $5.25M added.
- The largest WisdomTree Equity Premium Income Fund seller in Q3 2024 was Crabel Capital Management, an estimated $8.35M sold.
Based on aggregated 13F filings for Q3 2024.