WTPI

WisdomTree Equity Premium Income Fund

72 hedge funds and large institutions have $133M invested in WisdomTree Equity Premium Income Fund in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WCFP
51
White & Co Financial Planning
Washington
$218K
TSMHT
52
Thurston Springer Miller Herd & Titak
Indiana
$142K
AAS
53
Ameritas Advisory Services
Nebraska
$96.1K
RFG
54
REAP Financial Group
Texas
$91.6K
GWSA
55
Global Wealth Strategies & Associates
Colorado
$49.1K
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$40K
FFA
57
Farther Finance Advisors
California
$38.4K
Comerica Bank
58
Comerica Bank
Texas
$31.3K
FDCDDQ
59
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21.2K
JP Morgan Chase
60
JP Morgan Chase
New York
$21.2K
GWANC
61
Guardian Wealth Advisors (North Carolina)
North Carolina
$16K
ACA
62
Aptus Capital Advisors
Alabama
$16K
FFA
63
Founders Financial Alliance
North Carolina
$14.2K
AWM
64
AE Wealth Management
Kansas
$10.4K
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$7.11K
T
66
Transce3nd
Texas
$3.46K
C
67
Covestor
United Kingdom
$1K
Fidelity Investments
68
Fidelity Investments
Massachusetts
$961
BGWM
69
Bridge Generations Wealth Management
Florida
$385
TFG
70
Team Financial Group
California
$260
Wells Fargo
71
Wells Fargo
California
$97
DFA
72
DHJJ Financial Advisors
Illinois
$65
HI
73
Harbour Investments
Wisconsin
HighTower Advisors
74
HighTower Advisors
Illinois
SPIA
75
Steward Partners Investment Advisory
New York