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WTPI

WisdomTree Equity Premium Income Fund
WTPI

42 hedge funds and large institutions have $44.1M invested in WisdomTree Equity Premium Income Fund in 2021 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

33% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 9

30% more capital invested

Capital invested by funds: $34M → $44.1M (+$10.1M)

24% more funds holding

Funds holding: 34 → 42 (+8)

1.81% more ownership

Funds ownership: 52.27% → 54.07% (+1.8%)

Holders
42
Holders Change
+8
Holders Change %
+23.53%
% of All Funds
0.65%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
12
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.71M
2
SIM
Stratos Investment Management
Ohio
+$1.29M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$920K
4
CSPIA
Cary Street Partners Investment Advisory
Virginia
+$542K
5
CTC
Central Trust Company
Missouri
+$384K

Top Sellers

1
KWM
Kingsview Wealth Management
Oregon
-$821K
2
OMC
Old Mission Capital
Illinois
-$371K
3
WANY
Wealthspire Advisors (New York)
New York
-$291K
4
RF
RHS Financial
California
-$190K
5
RJT
Raymond James Trust
Florida
-$57.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1
Crabel Capital Management
California
$14M -$338 -10 -0%
SEI Investments
2
SEI Investments
Pennsylvania
$5.01M +$104K +3,086 +2%
SIM
3
Stratos Investment Management
Ohio
$4.94M +$1.29M +38,108 +36%
APW
4
Atlantic Private Wealth
North Carolina
$3.41M +$335K +9,908 New
Morgan Stanley
5
Morgan Stanley
New York
$2.37M +$1.71M +50,582 +280%
OWM
6
Opes Wealth Management
California
$1.82M +$55K +1,627 +3%
HWM
7
HB Wealth Management
Georgia
$1.58M +$1.55M +45,837 New
UBS Group
8
UBS Group
Switzerland
$1.29M -$56K -1,656 -4%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.29M +$920K +27,225 +265%
RJT
10
Raymond James Trust
Florida
$1.1M -$57.1K -1,689 -5%
Bank of America
11
Bank of America
North Carolina
$946K -$6.76K -200 -0.7%
CTC
12
Central Trust Company
Missouri
$583K +$384K +11,349 +205%
CSPIA
13
Cary Street Partners Investment Advisory
Virginia
$554K +$542K +16,047 New
CAN
14
Cetera Advisor Networks
California
$526K +$215K +6,356 +72%
RF
15
RHS Financial
California
$523K -$190K -5,609 -27%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$521K +$135K +3,994 +36%
KA
17
Klingman & Associates
New York
$507K – – –
RJA
18
Raymond James & Associates
Florida
$404K -$15.1K -447 -4%
T
19
TRUADVICE
Florida
$392K +$6.29K +186 +2%
CG
20
Colony Group
Massachusetts
$366K -$24.3K -719 -6%
CSPAM
21
Cary Street Partners Asset Management
Virginia
$366K +$359K +10,617 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$356K +$304K +9,008 +692%
LWA
23
Lenox Wealth Advisors
New York
$229K -$4.97K -147 -2%
LPL Financial
24
LPL Financial
California
$203K +$198K +5,869 New
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$203K +$199K +5,882 New
1
2

WTPI Hedge Fund Activity: Q4 2021 in Review

42 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Equity Premium Income Fund (WTPI) for Q4 2021, worth a combined $44.1M — up 30% from $34M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new WTPI positions and 3 closed out — a net gain of 10 holders — while 12 added to existing stakes and 9 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.71M. The largest seller was Kingsview Wealth Management, exiting entirely with an estimated $821K sold.

  • 42 institutional investors held WisdomTree Equity Premium Income Fund (WTPI) as of Q4 2021, up from 34 in Q3 2021.
  • Funds reported $44.1M of WisdomTree Equity Premium Income Fund stock for Q4 2021, up 30% quarter-over-quarter.
  • 13 funds opened new WisdomTree Equity Premium Income Fund positions in Q4 2021 and 3 closed out, a net change of +10 holders.
  • The largest WisdomTree Equity Premium Income Fund buyer in Q4 2021 was Morgan Stanley, an estimated $1.71M added.
  • The largest WisdomTree Equity Premium Income Fund seller in Q4 2021 was Kingsview Wealth Management, an estimated $821K sold.

Based on aggregated 13F filings for Q4 2021.