WisdomTree Equity Premium Income Fund
WTPI
37 hedge funds and large institutions have $87.5M invested in WisdomTree Equity Premium Income Fund in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 10 closing their positions.
9.49% less ownership
Funds ownership: 75.97% → 66.49% (-9.5%)
13% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 15
16% less funds holding
Funds holding: 44 → 37 (-7)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
45% less capital invested
Capital invested by funds: $158M → $87.5M (-$70.4M)
60% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 10
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $846K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$2.04M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.93M |
| 3 |
Jane Street
New York
|
+$1.19M |
| 4 |
LWA
Lenox Wealth Advisors
New York
|
+$1.19M |
| 5 |
SIM
Stratos Investment Management
Beachwood,
Ohio
|
+$407K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Crabel Capital Management
Los Angeles,
California
|
-$43M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.03M |
| 3 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$671K |
| 4 |
CM
Columbus Macro
New Castle,
Pennsylvania
|
-$634K |
| 5 |
SEI Investments
Oaks,
Pennsylvania
|
-$475K |
WTPI Hedge Fund Activity: Q1 2020 in Review
37 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Equity Premium Income Fund (WTPI) for Q1 2020, worth a combined $87.5M — down 45% from $158M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of WTPI and 4 opened new positions — a net loss of 6 holders — while 15 trimmed existing stakes and 13 added.
The largest buyer was UBS Group, adding an estimated $2.04M. The largest seller was Crabel Capital Management, cutting an estimated $43M.
- 37 institutional investors held WisdomTree Equity Premium Income Fund (WTPI) as of Q1 2020, down from 44 in Q4 2019.
- Funds reported $87.5M of WisdomTree Equity Premium Income Fund stock for Q1 2020, down 45% quarter-over-quarter.
- 4 funds opened new WisdomTree Equity Premium Income Fund positions in Q1 2020 and 10 closed out, a net change of -6 holders.
- The largest WisdomTree Equity Premium Income Fund buyer in Q1 2020 was UBS Group, an estimated $2.04M added.
- The largest WisdomTree Equity Premium Income Fund seller in Q1 2020 was Crabel Capital Management, an estimated $43M sold.
Based on aggregated 13F filings for Q1 2020.