WisdomTree Equity Premium Income Fund
WTPI
33 hedge funds and large institutions have $57.3M invested in WisdomTree Equity Premium Income Fund in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 8 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 13
3.64% less ownership
Funds ownership: 66.23% → 62.59% (-3.6%)
14% less capital invested
Capital invested by funds: $66.6M → $57.3M (-$9.32M)
15% less funds holding
Funds holding: 39 → 33 (-6)
63% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 8
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $129K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.79M |
| 2 |
SIM
Stratos Investment Management
Beachwood,
Ohio
|
+$784K |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$590K |
| 4 |
GWSA
Global Wealth Strategies & Associates
Denver,
Colorado
|
+$562K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$542K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$9.37M |
| 2 |
CSPAM
Cary Street Partners Asset Management
Richmond,
Virginia
|
-$1.53M |
| 3 |
CTC
Central Trust Company
Jefferson City,
Missouri
|
-$1.33M |
| 4 |
GLA
Good Life Advisors
Reading,
Pennsylvania
|
-$1.14M |
| 5 |
HWM
HB Wealth Management
Atlanta,
Georgia
|
-$1.1M |
WTPI Hedge Fund Activity: Q1 2023 in Review
33 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Equity Premium Income Fund (WTPI) for Q1 2023, worth a combined $57.3M — down 14% from $66.6M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of WTPI and 3 opened new positions — a net loss of 5 holders — while 13 trimmed existing stakes and 12 added.
The largest buyer was AE Wealth Management, adding an estimated $1.79M. The largest seller was Royal Bank of Canada, cutting an estimated $9.37M.
- 33 institutional investors held WisdomTree Equity Premium Income Fund (WTPI) as of Q1 2023, down from 39 in Q4 2022.
- Funds reported $57.3M of WisdomTree Equity Premium Income Fund stock for Q1 2023, down 14% quarter-over-quarter.
- 3 funds opened new WisdomTree Equity Premium Income Fund positions in Q1 2023 and 8 closed out, a net change of -5 holders.
- The largest WisdomTree Equity Premium Income Fund buyer in Q1 2023 was AE Wealth Management, an estimated $1.79M added.
- The largest WisdomTree Equity Premium Income Fund seller in Q1 2023 was Royal Bank of Canada, an estimated $9.37M sold.
Based on aggregated 13F filings for Q1 2023.