WisdomTree Equity Premium Income Fund
WTPI
17 hedge funds and large institutions have $33.6M invested in WisdomTree Equity Premium Income Fund in 2017 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 2 closing their positions.
500% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 1
400% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 2
199% more capital invested
Capital invested by funds: $11.2M → $33.6M (+$22.3M)
70% more funds holding
Funds holding: 10 → 17 (+7)
28.3% more ownership
Funds ownership: 35.71% → 64.01% (+28%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$6.05M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.98M |
| 3 |
Morgan Stanley
New York
|
+$2.98M |
| 4 |
Jane Street
New York
|
+$2.06M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$902K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$67.9K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$40K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$3K |
WTPI Hedge Fund Activity: Q1 2017 in Review
17 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Equity Premium Income Fund (WTPI) for Q1 2017, worth a combined $33.6M — up 199% from $11.2M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new WTPI positions and 2 closed out — a net gain of 8 holders — while 6 added to existing stakes and 1 trimmed.
The largest buyer was Bank of America, adding an estimated $6.05M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $67.9K.
- 17 institutional investors held WisdomTree Equity Premium Income Fund (WTPI) as of Q1 2017, up from 10 in Q4 2016.
- Funds reported $33.6M of WisdomTree Equity Premium Income Fund stock for Q1 2017, up 199% quarter-over-quarter.
- 10 funds opened new WisdomTree Equity Premium Income Fund positions in Q1 2017 and 2 closed out, a net change of +8 holders.
- The largest WisdomTree Equity Premium Income Fund buyer in Q1 2017 was Bank of America, an estimated $6.05M added.
- The largest WisdomTree Equity Premium Income Fund seller in Q1 2017 was Cambridge Investment Research Advisors, an estimated $67.9K sold.
Based on aggregated 13F filings for Q1 2017.