WisdomTree Equity Premium Income Fund
WTPI
71 hedge funds and large institutions have $152M invested in WisdomTree Equity Premium Income Fund in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 17 reducing their positions, and 8 closing their positions.
82% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 17
14% more capital invested
Capital invested by funds: $133M → $152M (+$18.8M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 8
1% less funds holding
Funds holding: 72 → 71 (-1)
2.77% less ownership
Funds ownership: 51.67% → 48.9% (-2.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$4.78M |
| 2 |
LPL Financial
San Diego,
California
|
+$3.22M |
| 3 |
Jane Street
New York
|
+$2.09M |
| 4 |
GBWM
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
+$1.32M |
| 5 |
PA
PFG Advisors
Phoenix,
Arizona
|
+$1.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TPI
Trust Point Inc
La Crosse,
Wisconsin
|
-$4.29M |
| 2 |
BRWM
Blue Rock Wealth Management
Winston-Salem,
North Carolina
|
-$956K |
| 3 |
SAM
Smartleaf Asset Management
Boston,
Massachusetts
|
-$605K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$565K |
| 5 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$300K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TSMHT
76
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| – | -$142K | -4,425 | Closed |
|
|
GWANC
77
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
| – | -$16K | -500 | Closed |
|
78
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$7.11K | -222 | Closed |
|
|
T
79
Transce3nd
Kyle,
Texas
| – | -$3.46K | -108 | Closed |
|
WTPI Hedge Fund Activity: Q3 2025 in Review
71 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Equity Premium Income Fund (WTPI) for Q3 2025, worth a combined $152M — up 14% from $133M a quarter earlier.
Fund positioning in WTPI was balanced in Q3 2025: 8 funds opened new positions, 8 closed out, 31 added to existing stakes and 17 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $4.78M. The largest seller was Trust Point Inc, cutting an estimated $4.29M.
- 71 institutional investors held WisdomTree Equity Premium Income Fund (WTPI) as of Q3 2025, down from 72 in Q2 2025.
- Funds reported $152M of WisdomTree Equity Premium Income Fund stock for Q3 2025, up 14% quarter-over-quarter.
- 8 funds opened new WisdomTree Equity Premium Income Fund positions in Q3 2025 and 8 closed out, a net change of 0 holders.
- The largest WisdomTree Equity Premium Income Fund buyer in Q3 2025 was Morgan Stanley, an estimated $4.78M added.
- The largest WisdomTree Equity Premium Income Fund seller in Q3 2025 was Trust Point Inc, an estimated $4.29M sold.
Based on aggregated 13F filings for Q3 2025.