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WisdomTree Equity Premium Income Fund

64 hedge funds and large institutions have $114M invested in WisdomTree Equity Premium Income Fund in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 10

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

49% more capital invested

Capital invested by funds: $76.1M → $114M (+$37.5M)

8% more funds holding

Funds holding: 5964 (+5)

1.57% more ownership

Funds ownership: 47.08%48.65% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
64
Holders Change
+5
Holders Change %
+8.47%
% of All Funds
0.86%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
32
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSP
1
Cary Street Partners
Virginia
$32.1M +$27.7M +846,833 +457%
Morgan Stanley
2
Morgan Stanley
New York
$9.23M +$5.97M +182,312 +160%
TPI
3
Trust Point Inc
Wisconsin
$8.87M -$2.19M -66,965 -19%
CWM
4
Castle Wealth Management
Florida
$7.32M +$436K +13,323 +6%
GBWM
5
Granite Bay Wealth Management
New Hampshire
$5.39M +$317K +9,683 +6%
Raymond James Financial
6
Raymond James Financial
Florida
$5.2M +$1.02M +31,188 +23%
S4W
7
Solutions 4 Wealth
Texas
$4.82M +$1.17M +35,739 +30%
LPL Financial
8
LPL Financial
California
$4.59M +$435K +13,269 +10%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$4.39M +$2.77M +84,453 +149%
OWM
10
Opes Wealth Management
California
$3.16M +$455K +13,897 +16%
AC
11
Avestar Capital
New York
$3.14M -$583K -17,802 -15%
PCMF
12
Private Capital Management (Florida)
Florida
$2.72M +$813K +24,821 +40%
CTC
13
Central Trust Company
Missouri
$2.71M +$576K +17,589 +25%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$2.12M +$58.6K +1,788 +3%
SA
15
Sanctuary Advisors
Indiana
$1.57M +$47.5K +1,450 +3%
UBS Group
16
UBS Group
Switzerland
$1.49M +$603K +18,426 +63%
WWA
17
WCG Wealth Advisors
Nevada
$1.18M +$503K +15,368 +68%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.12M +$225K +6,878 +24%
CAM
19
Cresset Asset Management
Illinois
$1.07M +$5.01K +153 +0.4%
Jane Street
20
Jane Street
New York
$800K +$841K +25,676 New
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$778K +$609K +18,585 +291%
DAS
22
Diversify Advisory Services
Utah
$712K +$101K +3,098 +15%
VWA
23
Visionary Wealth Advisors
Illinois
$708K +$745K +22,747 New
AWA
24
Arkadios Wealth Advisors
Georgia
$588K +$182K +5,559 +42%
PAG
25
Private Advisor Group
New Jersey
$585K +$88.3K +2,697 +17%