WisdomTree Equity Premium Income Fund
WTPI
32 hedge funds and large institutions have $150M invested in WisdomTree Equity Premium Income Fund in 2017 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 2 reducing their positions, and 2 closing their positions.
2,203% more capital inflows, than outflows
Capital inflows: $13.8M | Capital outflows: $598K
700% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 2
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
28% more funds holding
Funds holding: 25 → 32 (+7)
7.97% more ownership
Funds ownership: 82.02% → 89.99% (+8%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$5.45M |
| 2 |
Orgel Wealth Management
Altoona,
Wisconsin
|
+$1.63M |
| 3 |
Regions Financial Corp
Birmingham,
Alabama
|
+$1.5M |
| 4 |
Jane Street
New York
|
+$665K |
| 5 |
Institute for Wealth Management
Denver,
Colorado
|
+$534K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
StoneX Group
New York
|
-$554K |
| 2 |
Financial Enhancement Group
Anderson,
Indiana
|
-$34.7K |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$8K |
| 4 |
BSAM
Blue Sky Asset Management
Greenwood Village,
Colorado
|
-$1.58K |
WTPI Hedge Fund Activity: Q3 2017 in Review
32 of the 4,023 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Equity Premium Income Fund (WTPI) for Q3 2017, worth a combined $150M — up 11% from $134M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new WTPI positions and 2 closed out — a net gain of 7 holders — while 16 added to existing stakes and 2 trimmed.
The largest buyer was Bank of America, adding an estimated $5.45M. The largest seller was StoneX Group, exiting entirely with an estimated $554K sold.
- 32 institutional investors held WisdomTree Equity Premium Income Fund (WTPI) as of Q3 2017, up from 25 in Q2 2017.
- Funds reported $150M of WisdomTree Equity Premium Income Fund stock for Q3 2017, up 11% quarter-over-quarter.
- 9 funds opened new WisdomTree Equity Premium Income Fund positions in Q3 2017 and 2 closed out, a net change of +7 holders.
- The largest WisdomTree Equity Premium Income Fund buyer in Q3 2017 was Bank of America, an estimated $5.45M added.
- The largest WisdomTree Equity Premium Income Fund seller in Q3 2017 was StoneX Group, an estimated $554K sold.
Based on aggregated 13F filings for Q3 2017.