WisdomTree Equity Premium Income Fund
WTPI
58 hedge funds and large institutions have $187M invested in WisdomTree Equity Premium Income Fund in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 11 closing their positions.
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
64% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 11
20% more capital invested
Capital invested by funds: $156M → $187M (+$30.8M)
14% more funds holding
Funds holding: 51 → 58 (+7)
9.4% more ownership
Funds ownership: 65.29% → 74.7% (+9.4%)
22% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 18
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $2.89M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWA
Lenox Wealth Advisors
New York
|
+$37.8M |
| 2 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$18.9M |
| 3 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
+$3.66M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.47M |
| 5 |
ML
McAdam LLC
Philadelphia,
Pennsylvania
|
+$1.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BSAM
Blue Sky Asset Management
Greenwood Village,
Colorado
|
-$2.59M |
| 2 |
DP
Denver PWM
Denver,
Colorado
|
-$2.32M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$2.18M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.62M |
| 5 |
CWM
Cabot Wealth Management
Salem,
Massachusetts
|
-$976K |
WTPI Hedge Fund Activity: Q4 2018 in Review
58 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Equity Premium Income Fund (WTPI) for Q4 2018, worth a combined $187M — up 20% from $156M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new WTPI positions and 11 closed out — a net gain of 7 holders — while 14 added to existing stakes and 18 trimmed.
The largest buyer was Lenox Wealth Advisors, opening a new position worth an estimated $37.8M. The largest seller was Blue Sky Asset Management, exiting entirely with an estimated $2.59M sold.
- 58 institutional investors held WisdomTree Equity Premium Income Fund (WTPI) as of Q4 2018, up from 51 in Q3 2018.
- Funds reported $187M of WisdomTree Equity Premium Income Fund stock for Q4 2018, up 20% quarter-over-quarter.
- 18 funds opened new WisdomTree Equity Premium Income Fund positions in Q4 2018 and 11 closed out, a net change of +7 holders.
- The largest WisdomTree Equity Premium Income Fund buyer in Q4 2018 was Lenox Wealth Advisors, an estimated $37.8M added.
- The largest WisdomTree Equity Premium Income Fund seller in Q4 2018 was Blue Sky Asset Management, an estimated $2.59M sold.
Based on aggregated 13F filings for Q4 2018.