WisdomTree Equity Premium Income Fund
WTPI
46 hedge funds and large institutions have $61.8M invested in WisdomTree Equity Premium Income Fund in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 1 closing their positions.
1,100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 9
31% more funds holding
Funds holding: 35 → 46 (+11)
23% more capital invested
Capital invested by funds: $50.5M → $61.8M (+$11.4M)
12.25% more ownership
Funds ownership: 58.65% → 70.89% (+12%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $11K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.76M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$920K |
| 3 |
AC
Avestar Capital
New York
|
+$816K |
| 4 |
RJT
Raymond James Trust
St. Petersburg,
Florida
|
+$728K |
| 5 |
SIM
Stratos Investment Management
Beachwood,
Ohio
|
+$667K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWSA
Global Wealth Strategies & Associates
Denver,
Colorado
|
-$5.56M |
| 2 |
SEI Investments
Oaks,
Pennsylvania
|
-$4.93M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$102K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$86.1K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$35.9K |
WTPI Hedge Fund Activity: Q4 2023 in Review
46 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Equity Premium Income Fund (WTPI) for Q4 2023, worth a combined $61.8M — up 23% from $50.5M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new WTPI positions and 1 closed out — a net gain of 11 holders — while 18 added to existing stakes and 9 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $2.76M. The largest seller was Global Wealth Strategies & Associates, cutting an estimated $5.56M.
- 46 institutional investors held WisdomTree Equity Premium Income Fund (WTPI) as of Q4 2023, up from 35 in Q3 2023.
- Funds reported $61.8M of WisdomTree Equity Premium Income Fund stock for Q4 2023, up 23% quarter-over-quarter.
- 12 funds opened new WisdomTree Equity Premium Income Fund positions in Q4 2023 and 1 closed out, a net change of +11 holders.
- The largest WisdomTree Equity Premium Income Fund buyer in Q4 2023 was Envestnet Asset Management, an estimated $2.76M added.
- The largest WisdomTree Equity Premium Income Fund seller in Q4 2023 was Global Wealth Strategies & Associates, an estimated $5.56M sold.
Based on aggregated 13F filings for Q4 2023.