WisdomTree Equity Premium Income Fund
WTPI
44 hedge funds and large institutions have $60.3M invested in WisdomTree Equity Premium Income Fund in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 16 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
37% more capital invested
Capital invested by funds: $44.1M → $60.3M (+$16.2M)
5% more funds holding
Funds holding: 42 → 44 (+2)
3.43% more ownership
Funds ownership: 54.07% → 57.5% (+3.4%)
31% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 16
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $146K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CTC
Central Trust Company
Jefferson City,
Missouri
|
+$6.27M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$3.88M |
| 3 |
Morgan Stanley
New York
|
+$1.89M |
| 4 |
RJT
Raymond James Trust
St. Petersburg,
Florida
|
+$1.09M |
| 5 |
SIM
Stratos Investment Management
Beachwood,
Ohio
|
+$714K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$569K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$513K |
| 3 |
CSPAM
Cary Street Partners Asset Management
Richmond,
Virginia
|
-$366K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$234K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$203K |
WTPI Hedge Fund Activity: Q1 2022 in Review
44 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Equity Premium Income Fund (WTPI) for Q1 2022, worth a combined $60.3M — up 37% from $44.1M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new WTPI positions and 4 closed out — a net gain of 3 holders — while 11 added to existing stakes and 16 trimmed.
The largest buyer was Central Trust Company, adding an estimated $6.27M. The largest seller was Susquehanna International Group, cutting an estimated $569K.
- 44 institutional investors held WisdomTree Equity Premium Income Fund (WTPI) as of Q1 2022, up from 42 in Q4 2021.
- Funds reported $60.3M of WisdomTree Equity Premium Income Fund stock for Q1 2022, up 37% quarter-over-quarter.
- 7 funds opened new WisdomTree Equity Premium Income Fund positions in Q1 2022 and 4 closed out, a net change of +3 holders.
- The largest WisdomTree Equity Premium Income Fund buyer in Q1 2022 was Central Trust Company, an estimated $6.27M added.
- The largest WisdomTree Equity Premium Income Fund seller in Q1 2022 was Susquehanna International Group, an estimated $569K sold.
Based on aggregated 13F filings for Q1 2022.