WisdomTree Equity Premium Income Fund
WTPI
34 hedge funds and large institutions have $34M invested in WisdomTree Equity Premium Income Fund in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 5 closing their positions.
17% more capital inflows, than outflows
Capital inflows: $3.36M | Capital outflows: $2.87M
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less funds holding
Funds holding: 35 → 34 (-1)
4.98% less ownership
Funds ownership: 57.25% → 52.27% (-5%)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
29% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stratos Investment Management
Beachwood,
Ohio
|
+$1.07M |
| 2 |
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$818K |
| 3 |
SEI Investments
Oaks,
Pennsylvania
|
+$434K |
| 4 |
Wealthspire Advisors (New York)
New York
|
+$289K |
| 5 |
Cetera Advisor Networks
El Segundo,
California
|
+$288K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T
TRUADVICE
Sarasota,
Florida
|
-$959K |
| 2 |
AE Wealth Management
Topeka,
Kansas
|
-$492K |
| 3 |
RHS Financial
San Francisco,
California
|
-$452K |
| 4 |
Old Mission Capital
Chicago,
Illinois
|
-$317K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$228K |
WTPI Hedge Fund Activity: Q3 2021 in Review
34 of the 5,731 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Equity Premium Income Fund (WTPI) for Q3 2021, worth a combined $34M — up 4% from $32.7M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of WTPI and 4 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 10 added.
The largest buyer was Stratos Investment Management, adding an estimated $1.07M. The largest seller was TRUADVICE, cutting an estimated $959K.
- 34 institutional investors held WisdomTree Equity Premium Income Fund (WTPI) as of Q3 2021, down from 35 in Q2 2021.
- Funds reported $34M of WisdomTree Equity Premium Income Fund stock for Q3 2021, up 4% quarter-over-quarter.
- 4 funds opened new WisdomTree Equity Premium Income Fund positions in Q3 2021 and 5 closed out, a net change of -1 holder.
- The largest WisdomTree Equity Premium Income Fund buyer in Q3 2021 was Stratos Investment Management, an estimated $1.07M added.
- The largest WisdomTree Equity Premium Income Fund seller in Q3 2021 was TRUADVICE, an estimated $959K sold.
Based on aggregated 13F filings for Q3 2021.