WTPI

WisdomTree Equity Premium Income Fund
WTPI

Overview Fund Activity

70 hedge funds and large institutions have $131M invested in WisdomTree Equity Premium Income Fund in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+7
Holders Change %
+11.11%
% of All Funds
0.94%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
34
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CFS
Compass Financial Services
Iowa
+$3.88M
2
TPI
Trust Point Inc
Wisconsin
+$2.44M
3
Morgan Stanley
Morgan Stanley
New York
+$1.64M
4
NA
NewEdge Advisors
Louisiana
+$1.3M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.28M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.01M
2
CSP
Cary Street Partners
Virginia
-$592K
3
WWA
WCG Wealth Advisors
Nevada
-$391K
4
HI
Harbour Investments
Wisconsin
-$333K
5
HighTower Advisors
HighTower Advisors
Illinois
-$285K
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
51
Ameritas Advisory Services
Nebraska
$96.1K +$96.1K +3,000 New
RFG
52
REAP Financial Group
Texas
$91.6K -$14.4K -449 -14%
GWSA
53
Global Wealth Strategies & Associates
Colorado
$49.1K – – –
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$40K +$40K +1,248 New
FFA
55
Farther Finance Advisors
California
$38.4K -$7.75K -242 -17%
Comerica Bank
56
Comerica Bank
Texas
$31.3K +$31.3K +978 New
FDCDDQ
57
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21.2K – – –
JPMorgan Chase & Co
58
JPMorgan Chase & Co
New York
$21.2K +$1.83K +57 +9%
GWANC
59
Guardian Wealth Advisors (North Carolina)
North Carolina
$16K -$14.4K -450 -47%
ACA
60
Aptus Capital Advisors
Alabama
$16K -$14.4K -450 -47%
FFA
61
Founders Financial Alliance
North Carolina
$14.2K – – –
AWM
62
AE Wealth Management
Kansas
$10.4K -$15.3K -478 -60%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$7.11K +$7.11K +222 New
T
64
Transce3nd
Texas
$3.46K – – –
C
65
Covestor
United Kingdom
$1K – – –
Fidelity Investments
66
Fidelity Investments
Massachusetts
$961 -$32 -1 -3%
BGWM
67
Bridge Generations Wealth Management
Florida
$385 – – –
TFG
68
Team Financial Group
California
$260 +$260 +8 New
Wells Fargo
69
Wells Fargo
California
$97 +$65 +2 +200%
DFA
70
DHJJ Financial Advisors
Illinois
$65 – – –
HI
71
Harbour Investments
Wisconsin
– -$333K -10,702 Closed
HighTower Advisors
72
HighTower Advisors
Illinois
– -$285K -9,164 Closed
SPIA
73
Steward Partners Investment Advisory
New York
– -$23.4K -750 Closed
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
– -$18K -578 Closed
CCM
75
Coldstream Capital Management
Washington
– -$5.76K -185 Closed
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