WisdomTree Equity Premium Income Fund
WTPI
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.
160% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 5
143% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 14
17% more capital invested
Capital invested by funds: $114M → $133M (+$19.7M)
13% more funds holding
Funds holding: 64 → 72 (+8)
3.02% more ownership
Funds ownership: 48.65% → 51.67% (+3%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFS
Compass Financial Services
West Des Moines,
Iowa
|
+$3.75M |
| 2 |
TPI
Trust Point Inc
La Crosse,
Wisconsin
|
+$2.37M |
| 3 |
Morgan Stanley
New York
|
+$1.59M |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$1.26M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$981K |
| 2 |
CSP
Cary Street Partners
Richmond,
Virginia
|
-$573K |
| 3 |
WWA
WCG Wealth Advisors
Las Vegas,
Nevada
|
-$379K |
| 4 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$333K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$285K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$18K | -578 | Closed |
|
|
CCM
77
Coldstream Capital Management
Bellevue,
Washington
| – | -$5.76K | -185 | Closed |
|
WTPI Hedge Fund Activity: Q2 2025 in Review
72 of the 7,598 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Equity Premium Income Fund (WTPI) for Q2 2025, worth a combined $133M — up 17% from $114M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new WTPI positions and 5 closed out — a net gain of 8 holders — while 34 added to existing stakes and 14 trimmed.
The largest buyer was Compass Financial Services, adding an estimated $3.75M. The largest seller was Envestnet Asset Management, cutting an estimated $981K.
- 72 institutional investors held WisdomTree Equity Premium Income Fund (WTPI) as of Q2 2025, up from 64 in Q1 2025.
- Funds reported $133M of WisdomTree Equity Premium Income Fund stock for Q2 2025, up 17% quarter-over-quarter.
- 13 funds opened new WisdomTree Equity Premium Income Fund positions in Q2 2025 and 5 closed out, a net change of +8 holders.
- The largest WisdomTree Equity Premium Income Fund buyer in Q2 2025 was Compass Financial Services, an estimated $3.75M added.
- The largest WisdomTree Equity Premium Income Fund seller in Q2 2025 was Envestnet Asset Management, an estimated $981K sold.
Based on aggregated 13F filings for Q2 2025.