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WisdomTree Equity Premium Income Fund

84 hedge funds and large institutions have $165M invested in WisdomTree Equity Premium Income Fund in 2025 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 33 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

106% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 16

18% more funds holding

Funds holding: 7184 (+13)

9% more capital invested

Capital invested by funds: $152M → $165M (+$13.1M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.38% less ownership

Funds ownership: 48.9%46.52% (-2.4%)

Holders
84
Holders Change
+13
Holders Change %
+18.31%
% of All Funds
1.02%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
33
Reduced
16
Closed
9
Calls
$287K
Puts
Net Calls
+$287K
Net Calls Change
+$24K
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$322K +$76.9K +2,304 +31%
CWM
52
Collaborative Wealth Management
Florida
$317K +$13.7K +410 +4%
APW
53
Atlantic Private Wealth
North Carolina
$290K
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$288K -$1.79M -53,534 -86%
SIM
55
Synergy Investment Management
Florida
$271K +$11.6K +349 +4%
HWM
56
HB Wealth Management
Georgia
$271K -$98.6K -2,955 -27%
TA
57
Tactive Advisors
Florida
$259K -$100K -3,003 -28%
WCFP
58
White & Co Financial Planning
Washington
$221K -$967 -29 -0.4%
KFAS
59
Keating Financial Advisory Services
Kansas
$219K +$222K +6,643 New
CCAM
60
Cascades Capital Asset Management
North Carolina
$135K +$137K +4,100 New
TPCW
61
TD Private Client Wealth
New York
$109K +$110K +3,305 New
RFG
62
REAP Financial Group
Texas
$86.3K -$4.54K -136 -5%
Comerica Bank
63
Comerica Bank
Texas
$75.1K +$43.2K +1,296 +133%
FFA
64
Founders Financial Alliance
North Carolina
$47.3K +$28K +839 +141%
TCM
65
Triumph Capital Management
Colorado
$46.2K +$46.7K +1,400 New
IAIM
66
International Assets Investment Management
Florida
$40.9K +$41.3K +1,238 New
FFA
67
Farther Finance Advisors
California
$39.6K
AF
68
Allworth Financial
California
$29.7K +$30K +900 New
FDCDDQ
69
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21.8K
GWM
70
Geneos Wealth Management
Colorado
$18.1K +$801 +24 +5%
ACA
71
Aptus Capital Advisors
Alabama
$16.5K
GWSA
72
Global Wealth Strategies & Associates
Colorado
$16.5K
AWM
73
AE Wealth Management
Kansas
$10.7K
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$7.07K +$7.14K +214 New
SAM
75
Smartleaf Asset Management
Massachusetts
$1.73K +$234 +7 +16%