WisdomTree Equity Premium Income Fund
WTPI
51 hedge funds and large institutions have $156M invested in WisdomTree Equity Premium Income Fund in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 4 closing their positions.
175% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 4
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
16% more funds holding
Funds holding: 44 → 51 (+7)
12% more capital invested
Capital invested by funds: $139M → $156M (+$16.9M)
0% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 17
0.24% less ownership
Funds ownership: 65.54% → 65.29% (-0.24%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $6K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
+$7.64M |
| 2 |
Jane Street
New York
|
+$3.16M |
| 3 |
SEI Investments
Oaks,
Pennsylvania
|
+$2.03M |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$810K |
| 5 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$807K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VF
Virtu Financial
New York
|
-$2M |
| 2 |
RFC
Regions Financial Corp
Birmingham,
Alabama
|
-$1.55M |
| 3 |
PAG
Private Advisory Group
Redmond,
Washington
|
-$1.09M |
| 4 |
Morgan Stanley
New York
|
-$814K |
| 5 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$449K |
WTPI Hedge Fund Activity: Q3 2018 in Review
51 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Equity Premium Income Fund (WTPI) for Q3 2018, worth a combined $156M — up 12% from $139M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new WTPI positions and 4 closed out — a net gain of 7 holders — while 17 added to existing stakes and 17 trimmed.
The largest buyer was Arete Wealth Advisors, opening a new position worth an estimated $7.64M. The largest seller was Virtu Financial, exiting entirely with an estimated $2M sold.
- 51 institutional investors held WisdomTree Equity Premium Income Fund (WTPI) as of Q3 2018, up from 44 in Q2 2018.
- Funds reported $156M of WisdomTree Equity Premium Income Fund stock for Q3 2018, up 12% quarter-over-quarter.
- 11 funds opened new WisdomTree Equity Premium Income Fund positions in Q3 2018 and 4 closed out, a net change of +7 holders.
- The largest WisdomTree Equity Premium Income Fund buyer in Q3 2018 was Arete Wealth Advisors, an estimated $7.64M added.
- The largest WisdomTree Equity Premium Income Fund seller in Q3 2018 was Virtu Financial, an estimated $2M sold.
Based on aggregated 13F filings for Q3 2018.