WisdomTree Equity Premium Income Fund
WTPI
59 hedge funds and large institutions have $76.1M invested in WisdomTree Equity Premium Income Fund in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 5 closing their positions.
2,092% more call options, than puts
Call options by funds: $285K | Put options by funds: $13K
280% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 5
58% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 12
20% more funds holding
Funds holding: 49 → 59 (+10)
11% more capital invested
Capital invested by funds: $68.3M → $76.1M (+$7.8M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
6.49% less ownership
Funds ownership: 53.58% → 47.08% (-6.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TPI
Trust Point Inc
La Crosse,
Wisconsin
|
+$4.13M |
| 2 |
GBWM
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
+$3.13M |
| 3 |
S4W
Solutions 4 Wealth
Southlake,
Texas
|
+$1.95M |
| 4 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
+$1.64M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Crabel Capital Management
Los Angeles,
California
|
-$5.06M |
| 2 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
-$3.4M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.21M |
| 4 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
-$1.23M |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$788K |
WTPI Hedge Fund Activity: Q4 2024 in Review
59 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Equity Premium Income Fund (WTPI) for Q4 2024, worth a combined $76.1M — up 11% from $68.3M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new WTPI positions and 5 closed out — a net gain of 14 holders — while 19 added to existing stakes and 12 trimmed.
The largest buyer was Trust Point Inc, adding an estimated $4.13M. The largest seller was Crabel Capital Management, exiting entirely with an estimated $5.06M sold.
- 59 institutional investors held WisdomTree Equity Premium Income Fund (WTPI) as of Q4 2024, up from 49 in Q3 2024.
- Funds reported $76.1M of WisdomTree Equity Premium Income Fund stock for Q4 2024, up 11% quarter-over-quarter.
- 19 funds opened new WisdomTree Equity Premium Income Fund positions in Q4 2024 and 5 closed out, a net change of +14 holders.
- The largest WisdomTree Equity Premium Income Fund buyer in Q4 2024 was Trust Point Inc, an estimated $4.13M added.
- The largest WisdomTree Equity Premium Income Fund seller in Q4 2024 was Crabel Capital Management, an estimated $5.06M sold.
Based on aggregated 13F filings for Q4 2024.