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WTPI

WisdomTree Equity Premium Income Fund
WTPI

59 hedge funds and large institutions have $76.1M invested in WisdomTree Equity Premium Income Fund in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,092% more call options, than puts

Call options by funds: $285K | Put options by funds: $13K

280% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 5

58% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 12

20% more funds holding

Funds holding: 49 → 59 (+10)

11% more capital invested

Capital invested by funds: $68.3M → $76.1M (+$7.8M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

6.49% less ownership

Funds ownership: 53.58% → 47.08% (-6.5%)

Holders
59
Holders Change
+10
Holders Change %
+20.41%
% of All Funds
0.78%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
19
Reduced
12
Closed
5
Calls
$285K
Puts
$13K
Net Calls
+$272K
Net Calls Change
+$272K

Top Buyers

1
TPI
Trust Point Inc
Wisconsin
+$4.13M
2
GBWM
Granite Bay Wealth Management
New Hampshire
+$3.13M
3
S4W
Solutions 4 Wealth
Texas
+$1.95M
4
SA
Sanctuary Advisors
Indiana
+$1.64M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.62M

Top Sellers

1
CCM
Crabel Capital Management
California
-$5.06M
2
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$3.4M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.21M
4
AWA
Arkadios Wealth Advisors
Georgia
-$1.23M
5
NA
NewEdge Advisors
Louisiana
-$788K
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
51
JP Morgan Chase
New York
$19.3K -$639 -19 -3%
AWM
52
AE Wealth Management
Kansas
$15.8K +$16.1K +478 New
FFA
53
Founders Financial Alliance
North Carolina
$11.7K – – –
T
54
Transce3nd
Texas
$3.56K +$3.63K +108 New
C
55
Covestor
United Kingdom
$3K +$437 +13 +20%
Fidelity Investments
56
Fidelity Investments
Massachusetts
$956 +$908 +27 +1,350%
BGWM
57
Bridge Generations Wealth Management
Florida
$396 +$404 +12 New
CAS
58
Coppell Advisory Solutions
Texas
$298 – – –
DFA
59
DHJJ Financial Advisors
Illinois
$66 – – –
CCM
60
Crabel Capital Management
California
– -$5.06M -152,780 Closed
CSPIA
61
Cary Street Partners Investment Advisory
Virginia
– -$3.4M -102,861 Closed
NA
62
NewEdge Advisors
Louisiana
– -$788K -23,805 Closed
Jane Street
63
Jane Street
New York
– -$760K -22,952 Closed
BWP
64
Baldwin Wealth Partners
Massachusetts
– -$524K -15,829 Closed
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