WisdomTree Equity Premium Income Fund
WTPI
44 hedge funds and large institutions have $59.1M invested in WisdomTree Equity Premium Income Fund in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
7% more funds holding
Funds holding: 41 → 44 (+3)
2.45% more ownership
Funds ownership: 58.5% → 60.95% (+2.4%)
2% more capital invested
Capital invested by funds: $58M → $59.1M (+$1.12M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
19% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$6.33M |
| 2 |
GLA
Good Life Advisors
Reading,
Pennsylvania
|
+$1.48M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.47M |
| 4 |
SIM
Stratos Investment Management
Beachwood,
Ohio
|
+$749K |
| 5 |
HWM
HB Wealth Management
Atlanta,
Georgia
|
+$623K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.47M |
| 2 |
LPL Financial
San Diego,
California
|
-$1.33M |
| 3 |
Jane Street
New York
|
-$578K |
| 4 |
SEI Investments
Oaks,
Pennsylvania
|
-$433K |
| 5 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
-$418K |
WTPI Hedge Fund Activity: Q3 2022 in Review
44 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Equity Premium Income Fund (WTPI) for Q3 2022, worth a combined $59.1M — up 1.9% from $58M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new WTPI positions and 3 closed out — a net gain of 3 holders — while 13 added to existing stakes and 16 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $6.33M. The largest seller was Morgan Stanley, cutting an estimated $3.47M.
- 44 institutional investors held WisdomTree Equity Premium Income Fund (WTPI) as of Q3 2022, up from 41 in Q2 2022.
- Funds reported $59.1M of WisdomTree Equity Premium Income Fund stock for Q3 2022, up 1.9% quarter-over-quarter.
- 6 funds opened new WisdomTree Equity Premium Income Fund positions in Q3 2022 and 3 closed out, a net change of +3 holders.
- The largest WisdomTree Equity Premium Income Fund buyer in Q3 2022 was AE Wealth Management, an estimated $6.33M added.
- The largest WisdomTree Equity Premium Income Fund seller in Q3 2022 was Morgan Stanley, an estimated $3.47M sold.
Based on aggregated 13F filings for Q3 2022.