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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
GWANC
76
Guardian Wealth Advisors (North Carolina)
North Carolina
$16K +$16.6K +500 New
GWSA
77
Global Wealth Strategies & Associates
Colorado
$15.9K
SC
78
Swan Capital
Florida
$14.9K +$15.5K +466 New
Fidelity Investments
79
Fidelity Investments
Massachusetts
$11.1K +$10.3K +312 +867%
OA
80
Operose Advisors
Wisconsin
$10.5K +$10.9K +328 New
AWM
81
AE Wealth Management
Kansas
$10.4K
SC
82
Stance Capital
Massachusetts
$7.43K +$7.73K +233 New
SAM
83
Smartleaf Asset Management
Massachusetts
$1.62K
C
84
Covestor
United Kingdom
$1K
PWPS
85
Pinnacle Wealth Planning Services
Ohio
$645
SWM
86
SHP Wealth Management
Massachusetts
$447
TFG
87
Team Financial Group
California
$283
DFA
88
DHJJ Financial Advisors
Illinois
$64
Wells Fargo
89
Wells Fargo
California
$18
TI
90
TrueMark Investments
Illinois
-$1.14M -34,568 Closed
PAS
91
Park Avenue Securities
New York
-$951K -28,795 Closed
CW
92
CreativeOne Wealth
Kansas
-$869K -26,328 Closed
Rockefeller Capital Management
93
Rockefeller Capital Management
New York
-$811K -24,568 Closed
DAS
94
Diversify Advisory Services
Utah
-$816K -24,234 Closed
Envestnet Portfolio Solutions
95
Envestnet Portfolio Solutions
Illinois
-$535K -16,199 Closed
MWM
96
Meridian Wealth Management
Kentucky
-$456K -13,805 Closed
CWM
97
Collaborative Wealth Management
Florida
-$317K -9,610 Closed
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
-$288K -8,737 Closed
KFAS
99
Keating Financial Advisory Services
Kansas
-$219K -6,643 Closed
CCAM
100
Cascades Capital Asset Management
North Carolina
-$135K -4,100 Closed