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WTPI

WisdomTree Equity Premium Income Fund
WTPI

64 hedge funds and large institutions have $114M invested in WisdomTree Equity Premium Income Fund in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 10

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

49% more capital invested

Capital invested by funds: $76.1M → $114M (+$37.5M)

8% more funds holding

Funds holding: 59 → 64 (+5)

1.57% more ownership

Funds ownership: 47.08% → 48.65% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
64
Holders Change
+5
Holders Change %
+8.47%
% of All Funds
0.86%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
32
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSP
Cary Street Partners
Virginia
+$27.7M
2
Morgan Stanley
Morgan Stanley
New York
+$5.97M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.77M
4
S4W
Solutions 4 Wealth
Texas
+$1.17M
5
Raymond James Financial
Raymond James Financial
Florida
+$1.02M

Top Sellers

1
TPI
Trust Point Inc
Wisconsin
-$2.19M
2
Comerica Bank
Comerica Bank
Texas
-$586K
3
AC
Avestar Capital
New York
-$583K
4
TPCW
TD Private Client Wealth
New York
-$309K
5
SP
Symmetry Partners
Connecticut
-$261K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWANC
51
Guardian Wealth Advisors (North Carolina)
North Carolina
$29.6K – – –
AWM
52
AE Wealth Management
Kansas
$25K +$10.6K +325 +68%
SPIA
53
Steward Partners Investment Advisory
New York
$23.4K – – –
FDCDDQ
54
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20.6K – – –
JP Morgan Chase
55
JP Morgan Chase
New York
$18.8K +$590 +18 +3%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$18K +$18.9K +578 New
FFA
57
Founders Financial Alliance
North Carolina
$13.8K +$2.92K +89 +25%
CCM
58
Coldstream Capital Management
Washington
$5.76K +$6.06K +185 New
T
59
Transce3nd
Texas
$3.36K – – –
C
60
Covestor
United Kingdom
$1K -$1.25K -38 -49%
Fidelity Investments
61
Fidelity Investments
Massachusetts
$965 +$66 +2 +7%
BGWM
62
Bridge Generations Wealth Management
Florida
$374 – – –
DFA
63
DHJJ Financial Advisors
Illinois
$63 – – –
Wells Fargo
64
Wells Fargo
California
$38 -$196K -5,974 -100%
Comerica Bank
65
Comerica Bank
Texas
– -$586K -17,768 Closed
TPCW
66
TD Private Client Wealth
New York
– -$309K -9,369 Closed
SP
67
Symmetry Partners
Connecticut
– -$261K -7,911 Closed
PPC
68
Park Place Capital
Alabama
– -$25.8K -784 Closed
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
– -$24.7K -750 Closed
CAS
70
Coppell Advisory Solutions
Texas
– -$298 -9 Closed
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