WisdomTree Equity Premium Income Fund
WTPI
44 hedge funds and large institutions have $233M invested in WisdomTree Equity Premium Income Fund in 2017 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 20 increasing their positions, 6 reducing their positions, and 2 closing their positions.
600% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 2
233% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 6
56% more capital invested
Capital invested by funds: $150M → $233M (+$83.3M)
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
38% more funds holding
Funds holding: 32 → 44 (+12)
7.61% more ownership
Funds ownership: 70.62% → 78.23% (+7.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OWM
Orgel Wealth Management
Altoona,
Wisconsin
|
+$6.61M |
| 2 |
CWM
Cabot Wealth Management
Salem,
Massachusetts
|
+$3.72M |
| 3 |
SWA
SFMG Wealth Advisors
Plano,
Texas
|
+$2.57M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.87M |
| 5 |
IFWM
Institute for Wealth Management
Denver,
Colorado
|
+$1.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ATC
Argent Trust Co
Nashville,
Tennessee
|
-$234K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$173K |
| 3 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$43.9K |
| 4 |
LPL Financial
San Diego,
California
|
-$31.1K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$11.6K |
WTPI Hedge Fund Activity: Q4 2017 in Review
44 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Equity Premium Income Fund (WTPI) for Q4 2017, worth a combined $233M — up 56% from $150M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new WTPI positions and 2 closed out — a net gain of 12 holders — while 20 added to existing stakes and 6 trimmed.
The largest buyer was Orgel Wealth Management, adding an estimated $6.61M. The largest seller was Argent Trust Co, exiting entirely with an estimated $234K sold.
- 44 institutional investors held WisdomTree Equity Premium Income Fund (WTPI) as of Q4 2017, up from 32 in Q3 2017.
- Funds reported $233M of WisdomTree Equity Premium Income Fund stock for Q4 2017, up 56% quarter-over-quarter.
- 14 funds opened new WisdomTree Equity Premium Income Fund positions in Q4 2017 and 2 closed out, a net change of +12 holders.
- The largest WisdomTree Equity Premium Income Fund buyer in Q4 2017 was Orgel Wealth Management, an estimated $6.61M added.
- The largest WisdomTree Equity Premium Income Fund seller in Q4 2017 was Argent Trust Co, an estimated $234K sold.
Based on aggregated 13F filings for Q4 2017.