WTPI

WisdomTree Equity Premium Income Fund
WTPI

Overview Fund Activity

63 hedge funds and large institutions have $112M invested in WisdomTree Equity Premium Income Fund in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 10 reducing their positions, and 6 closing their positions.

Holders
63
Holders Change
+4
Holders Change %
+6.78%
% 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
31
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSP
1
Cary Street Partners
Virginia
$32.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$9.23M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$4.39M
4
S4W
4
Solutions 4 Wealth
Texas
$4.82M
5
Raymond James Financial
5
Raymond James Financial
Florida
$5.2M

Top Sellers

1
TPI
1
Trust Point Inc
Wisconsin
$8.87M
2
Comerica Bank
2
Comerica Bank
Texas
$0
3
AC
3
Avestar Capital
New York
$3.14M
4
TPCW
4
TD Private Client Wealth
New York
$0
5
SP
5
Symmetry Partners
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CSP
1
Cary Street Partners
Virginia
$32.1M 1,032,167 +846,833 +457%
Morgan Stanley
2
Morgan Stanley
New York
$9.23M 296,291 +182,312 +160%
TPI
3
Trust Point Inc
Wisconsin
$8.87M 284,746 -66,965 -19%
CWM
4
Castle Wealth Management
Florida
$7.32M 235,067 +13,323 +6%
GBWM
5
Granite Bay Wealth Management
New Hampshire
$5.39M 173,147 +9,683 +6%
Raymond James Financial
6
Raymond James Financial
Florida
$5.2M 166,883 +31,188 +23%
S4W
7
Solutions 4 Wealth
Texas
$4.82M 154,914 +35,739 +30%
LPL Financial
8
LPL Financial
California
$4.59M 147,270 +13,269 +10%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$4.39M 141,095 +84,453 +149%
OWM
10
Opes Wealth Management
California
$3.16M 101,591 +13,897 +16%
AC
11
Avestar Capital
New York
$3.14M 100,820 -17,802 -15%
PCMF
12
Private Capital Management (Florida)
Florida
$2.72M 87,399 +24,821 +40%
CTC
13
Central Trust Company
Missouri
$2.71M 86,912 +17,589 +25%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$2.12M 68,235 +1,788 +3%
UBS Group
15
UBS Group
Switzerland
$1.49M 47,828 +18,426 +63%
WWA
16
WCG Wealth Advisors
Nevada
$1.18M 37,826 +15,368 +68%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.12M 36,087 +6,878 +24%
CAM
18
Cresset Asset Management
Illinois
$1.07M 34,499 +153 +0.4%
Jane Street
19
Jane Street
New York
$800K 25,676 +25,676 New
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$778K 24,971 +18,585 +291%
DAS
21
Diversify Advisory Services
Utah
$712K 23,181 +3,098 +15%
VWA
22
Visionary Wealth Advisors
Illinois
$708K 22,747 +22,747 New
AWA
23
Arkadios Wealth Advisors
Georgia
$588K 18,870 +5,559 +42%
PAG
24
Private Advisor Group
New Jersey
$585K 18,801 +2,697 +17%
SAM
25
Smartleaf Asset Management
Massachusetts
$555K 17,876 +14,984 +518%
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