WisdomTree Equity Premium Income Fund
WTPI
39 hedge funds and large institutions have $66.6M invested in WisdomTree Equity Premium Income Fund in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 9 closing their positions.
13% more capital invested
Capital invested by funds: $59.1M → $66.6M (+$7.56M)
5.28% more ownership
Funds ownership: 60.95% → 66.23% (+5.3%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
7% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 15
11% less funds holding
Funds holding: 44 → 39 (-5)
44% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 9
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $93K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$9.34M |
| 2 |
CSPAM
Cary Street Partners Asset Management
Richmond,
Virginia
|
+$1.55M |
| 3 |
HWM
HB Wealth Management
Atlanta,
Georgia
|
+$779K |
| 4 |
SIM
Stratos Investment Management
Beachwood,
Ohio
|
+$274K |
| 5 |
SEI Investments
Oaks,
Pennsylvania
|
+$187K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CTC
Central Trust Company
Jefferson City,
Missouri
|
-$5.76M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.86M |
| 3 |
LPL Financial
San Diego,
California
|
-$505K |
| 4 |
Morgan Stanley
New York
|
-$395K |
| 5 |
GLA
Good Life Advisors
Reading,
Pennsylvania
|
-$247K |
WTPI Hedge Fund Activity: Q4 2022 in Review
39 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Equity Premium Income Fund (WTPI) for Q4 2022, worth a combined $66.6M — up 13% from $59.1M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of WTPI and 5 opened new positions — a net loss of 4 holders — while 15 trimmed existing stakes and 14 added.
The largest buyer was Royal Bank of Canada, adding an estimated $9.34M. The largest seller was Central Trust Company, cutting an estimated $5.76M.
- 39 institutional investors held WisdomTree Equity Premium Income Fund (WTPI) as of Q4 2022, down from 44 in Q3 2022.
- Funds reported $66.6M of WisdomTree Equity Premium Income Fund stock for Q4 2022, up 13% quarter-over-quarter.
- 5 funds opened new WisdomTree Equity Premium Income Fund positions in Q4 2022 and 9 closed out, a net change of -4 holders.
- The largest WisdomTree Equity Premium Income Fund buyer in Q4 2022 was Royal Bank of Canada, an estimated $9.34M added.
- The largest WisdomTree Equity Premium Income Fund seller in Q4 2022 was Central Trust Company, an estimated $5.76M sold.
Based on aggregated 13F filings for Q4 2022.