WisdomTree Equity Premium Income Fund
WTPI
32 hedge funds and large institutions have $61.4M invested in WisdomTree Equity Premium Income Fund in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 17 increasing their positions, 8 reducing their positions, and 2 closing their positions.
113% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 8
7% more capital invested
Capital invested by funds: $57.3M → $61.4M (+$4.04M)
2.7% more ownership
Funds ownership: 62.59% → 65.29% (+2.7%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less funds holding
Funds holding: 33 → 32 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $5K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$2.35M |
| 2 |
SIM
Stratos Investment Management
Beachwood,
Ohio
|
+$446K |
| 3 |
PCMF
Private Capital Management (Florida)
Naples,
Florida
|
+$287K |
| 4 |
GWSA
Global Wealth Strategies & Associates
Denver,
Colorado
|
+$278K |
| 5 |
OWM
Opes Wealth Management
Menlo Park,
California
|
+$234K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$805K |
| 2 |
HWM
HB Wealth Management
Atlanta,
Georgia
|
-$704K |
| 3 |
CTC
Central Trust Company
Jefferson City,
Missouri
|
-$579K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$479K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$42.2K |
WTPI Hedge Fund Activity: Q2 2023 in Review
32 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Equity Premium Income Fund (WTPI) for Q2 2023, worth a combined $61.4M — up 7% from $57.3M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of WTPI and 1 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 17 added.
The largest buyer was AE Wealth Management, adding an estimated $2.35M. The largest seller was Susquehanna International Group, cutting an estimated $805K.
- 32 institutional investors held WisdomTree Equity Premium Income Fund (WTPI) as of Q2 2023, down from 33 in Q1 2023.
- Funds reported $61.4M of WisdomTree Equity Premium Income Fund stock for Q2 2023, up 7% quarter-over-quarter.
- 1 fund opened new WisdomTree Equity Premium Income Fund positions in Q2 2023 and 2 closed out, a net change of -1 holder.
- The largest WisdomTree Equity Premium Income Fund buyer in Q2 2023 was AE Wealth Management, an estimated $2.35M added.
- The largest WisdomTree Equity Premium Income Fund seller in Q2 2023 was Susquehanna International Group, an estimated $805K sold.
Based on aggregated 13F filings for Q2 2023.