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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.71M |
| 2 |
SIM
Stratos Investment Management
Beachwood,
Ohio
|
+$1.29M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$920K |
| 4 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
+$542K |
| 5 |
CTC
Central Trust Company
Jefferson City,
Missouri
|
+$384K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$821K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$371K |
| 3 |
WANY
Wealthspire Advisors (New York)
New York
|
-$291K |
| 4 |
RF
RHS Financial
San Francisco,
California
|
-$190K |
| 5 |
RJT
Raymond James Trust
St. Petersburg,
Florida
|
-$57.1K |
WTPI Hedge Fund Activity: Q4 2021 in Review
42 of the 6,518 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.