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WTPI

WisdomTree Equity Premium Income Fund
WTPI

49 hedge funds and large institutions have $57.9M invested in WisdomTree Equity Premium Income Fund in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

55% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 11

9% more funds holding

Funds holding: 45 → 49 (+4)

8% less capital invested

Capital invested by funds: $63M → $57.9M (-$5.1M)

9.5% less ownership

Funds ownership: 66.39% → 56.89% (-9.5%)

Holders
49
Holders Change
+4
Holders Change %
+8.89%
% of All Funds
0.71%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
17
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
S4W
Solutions 4 Wealth
Texas
+$1.92M
2
CSPAM
Cary Street Partners Asset Management
Virginia
+$1.78M
3
CSPIA
Cary Street Partners Investment Advisory
Virginia
+$1.34M
4
Jane Street
Jane Street
New York
+$1.07M
5
CAM
Cresset Asset Management
Illinois
+$953K

Top Sellers

1
SIM
Stratos Investment Management
Ohio
-$10.7M
2
TPI
Trust Point Inc
Wisconsin
-$3.15M
3
RJT
Raymond James Trust
Florida
-$1.78M
4
HighTower Advisors
HighTower Advisors
Illinois
-$299K
5
CTC
Central Trust Company
Missouri
-$228K
Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1
Crabel Capital Management
California
$13.5M – – –
TPI
2
Trust Point Inc
Wisconsin
$7.76M -$3.15M -95,787 -29%
AC
3
Avestar Capital
New York
$4.53M +$882K +26,818 +25%
OWM
4
Opes Wealth Management
California
$2.77M -$13.4K -407 -0.5%
CSPAM
5
Cary Street Partners Asset Management
Virginia
$2.33M +$1.78M +54,212 +349%
S4W
6
Solutions 4 Wealth
Texas
$1.95M +$1.92M +58,413 New
CTC
7
Central Trust Company
Missouri
$1.8M -$228K -6,941 -11%
CSPIA
8
Cary Street Partners Investment Advisory
Virginia
$1.8M +$1.34M +40,829 +312%
Morgan Stanley
9
Morgan Stanley
New York
$1.67M +$559K +17,001 +52%
PCMF
10
Private Capital Management (Florida)
Florida
$1.63M +$7.43K +226 +0.5%
LPL Financial
11
LPL Financial
California
$1.56M +$572K +17,396 +59%
CWM
12
Castle Wealth Management
Florida
$1.53M +$860K +26,152 +133%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$1.51M +$32.2K +980 +2%
RJT
14
Raymond James Trust
Florida
$1.36M -$1.78M -54,045 -57%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.15M +$295K +8,967 +35%
Jane Street
16
Jane Street
New York
$1.08M +$1.07M +32,440 New
CAM
17
Cresset Asset Management
Illinois
$967K +$953K +28,980 New
RJA
18
Raymond James & Associates
Florida
$935K +$611K +18,573 +196%
UBS Group
19
UBS Group
Switzerland
$830K -$27.6K -840 -3%
GBWM
20
Granite Bay Wealth Management
New Hampshire
$794K +$529K +16,067 +208%
OMC
21
Old Mission Capital
Illinois
$736K +$725K +22,052 New
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$708K +$63.5K +1,930 +10%
Osaic Holdings
23
Osaic Holdings
Arizona
$653K +$213K +6,472 +49%
PAG
24
Private Advisor Group
New Jersey
$514K +$16.3K +496 +3%
HWM
25
HB Wealth Management
Georgia
$508K -$45.8K -1,393 -8%
1
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WTPI Hedge Fund Activity: Q2 2024 in Review

49 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Equity Premium Income Fund (WTPI) for Q2 2024, worth a combined $57.9M — down 8.1% from $63M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new WTPI positions and 7 closed out — a net gain of 6 holders — while 17 added to existing stakes and 11 trimmed.

The largest buyer was Solutions 4 Wealth, opening a new position worth an estimated $1.92M. The largest seller was Stratos Investment Management, exiting entirely with an estimated $10.7M sold.

  • 49 institutional investors held WisdomTree Equity Premium Income Fund (WTPI) as of Q2 2024, up from 45 in Q1 2024.
  • Funds reported $57.9M of WisdomTree Equity Premium Income Fund stock for Q2 2024, down 8.1% quarter-over-quarter.
  • 13 funds opened new WisdomTree Equity Premium Income Fund positions in Q2 2024 and 7 closed out, a net change of +6 holders.
  • The largest WisdomTree Equity Premium Income Fund buyer in Q2 2024 was Solutions 4 Wealth, an estimated $1.92M added.
  • The largest WisdomTree Equity Premium Income Fund seller in Q2 2024 was Stratos Investment Management, an estimated $10.7M sold.

Based on aggregated 13F filings for Q2 2024.