WisdomTree Equity Premium Income Fund
WTPI
47 hedge funds and large institutions have $138M invested in WisdomTree Equity Premium Income Fund in 2018 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 7 closing their positions.
64% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 11
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
7% more funds holding
Funds holding: 44 → 47 (+3)
8.17% less ownership
Funds ownership: 78.23% → 70.06% (-8.2%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
41% less capital invested
Capital invested by funds: $233M → $138M (-$95.2M)
Top Buyers
Top Sellers
WTPI Hedge Fund Activity: Q1 2018 in Review
47 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Equity Premium Income Fund (WTPI) for Q1 2018, worth a combined $138M — down 41% from $233M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new WTPI positions and 7 closed out — a net gain of 3 holders — while 18 added to existing stakes and 11 trimmed.
The largest buyer was Bank of America, adding an estimated $3.4M. The largest seller was Orgel Wealth Management, exiting entirely with an estimated $97.8M sold.
- 47 institutional investors held WisdomTree Equity Premium Income Fund (WTPI) as of Q1 2018, up from 44 in Q4 2017.
- Funds reported $138M of WisdomTree Equity Premium Income Fund stock for Q1 2018, down 41% quarter-over-quarter.
- 10 funds opened new WisdomTree Equity Premium Income Fund positions in Q1 2018 and 7 closed out, a net change of +3 holders.
- The largest WisdomTree Equity Premium Income Fund buyer in Q1 2018 was Bank of America, an estimated $3.4M added.
- The largest WisdomTree Equity Premium Income Fund seller in Q1 2018 was Orgel Wealth Management, an estimated $97.8M sold.
Based on aggregated 13F filings for Q1 2018.