We are live on ! Find out more
WTPI

WisdomTree Equity Premium Income Fund

89 hedge funds and large institutions have $235M invested in WisdomTree Equity Premium Income Fund in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 41 increasing their positions, 10 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

310% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 10

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

42% more capital invested

Capital invested by funds: $165M → $235M (+$69.7M)

7.4% more ownership

Funds ownership: 46.52%53.92% (+7.4%)

6% more funds holding

Funds holding: 8489 (+5)

Holders
89
Holders Change
+5
Holders Change %
+5.95%
% of All Funds
1.1%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
20
Increased
41
Reduced
10
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
Apollon Wealth Management
South Carolina
$358K
AIM
52
Advyzon Investment Management
Illinois
$340K +$354K +10,667 New
MFG
53
Merit Financial Group
Georgia
$332K
TA
54
Tactive Advisors
Florida
$303K +$54.6K +1,645 +21%
APW
55
Atlantic Private Wealth
North Carolina
$281K
SIM
56
Synergy Investment Management
Florida
$266K +$4.88K +147 +2%
HWM
57
HB Wealth Management
Georgia
$264K +$2.16K +65 +0.8%
IWC
58
Integrated Wealth Concepts
Massachusetts
$250K +$260K +7,842 New
RCP
59
Roan Capital Partners
Tennessee
$248K +$258K +7,763 New
KPWS
60
Kestra Private Wealth Services
Texas
$222K +$231K +6,953 New
Cerity Partners
61
Cerity Partners
New York
$210K +$218K +6,573 New
ACM
62
Alessandra Capital Management
California
$206K +$214K +6,456 New
WCFP
63
White & Co Financial Planning
Washington
$201K -$13.2K -399 -6%
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$182K +$189K +5,711 New
RFG
65
REAP Financial Group
Texas
$73.6K -$10.2K -307 -12%
Fifth Third Bancorp
66
Fifth Third Bancorp
Ohio
$70.7K +$73.5K +2,216 New
FFA
67
Founders Financial Alliance
North Carolina
$45.7K
TCM
68
Triumph Capital Management
Colorado
$44.7K
IAIM
69
International Assets Investment Management
Florida
$39.7K +$199 +6 +0.5%
FFA
70
Farther Finance Advisors
California
$38.2K
AF
71
Allworth Financial
California
$33.5K +$4.98K +150 +17%
FDCDDQ
72
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21.1K
TPCW
73
TD Private Client Wealth
New York
$20.5K -$88.3K -2,663 -81%
GWM
74
Geneos Wealth Management
Colorado
$17.8K +$332 +10 +2%
ACA
75
Aptus Capital Advisors
Alabama
$16K