WisdomTree Equity Premium Income Fund
WTPI
34 hedge funds and large institutions have $85.5M invested in WisdomTree Equity Premium Income Fund in 2020 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 7 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
3.88% more ownership
Funds ownership: 66.49% → 70.37% (+3.9%)
2% less capital invested
Capital invested by funds: $87.5M → $85.5M (-$2.09M)
8% less funds holding
Funds holding: 37 → 34 (-3)
31% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 13
43% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 7
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $1.01M
Top Buyers
| 1 |
RF
RHS Financial
San Francisco,
California
|
+$2.25M |
| 2 |
LWA
Lenox Wealth Advisors
New York
|
+$800K |
| 3 |
HB
Homrich & Berg
Atlanta,
Georgia
|
+$740K |
| 4 |
ML
McAdam LLC
Philadelphia,
Pennsylvania
|
+$360K |
| 5 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$352K |
Top Sellers
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$10.9M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.27M |
| 3 |
Jane Street
New York
|
-$1.01M |
| 4 |
DW
Domani Wealth
Lancaster,
Pennsylvania
|
-$943K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$550K |
WTPI Hedge Fund Activity: Q2 2020 in Review
34 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Equity Premium Income Fund (WTPI) for Q2 2020, worth a combined $85.5M — down 2.4% from $87.5M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of WTPI and 4 opened new positions — a net loss of 3 holders — while 13 trimmed existing stakes and 9 added.
The largest buyer was RHS Financial, adding an estimated $2.25M. The largest seller was Bank of America, cutting an estimated $10.9M.
- 34 institutional investors held WisdomTree Equity Premium Income Fund (WTPI) as of Q2 2020, down from 37 in Q1 2020.
- Funds reported $85.5M of WisdomTree Equity Premium Income Fund stock for Q2 2020, down 2.4% quarter-over-quarter.
- 4 funds opened new WisdomTree Equity Premium Income Fund positions in Q2 2020 and 7 closed out, a net change of -3 holders.
- The largest WisdomTree Equity Premium Income Fund buyer in Q2 2020 was RHS Financial, an estimated $2.25M added.
- The largest WisdomTree Equity Premium Income Fund seller in Q2 2020 was Bank of America, an estimated $10.9M sold.
Based on aggregated 13F filings for Q2 2020.