WisdomTree Equity Premium Income Fund
WTPI
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.
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: 59 → 64 (+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: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSP
Cary Street Partners
Richmond,
Virginia
|
+$27.7M |
| 2 |
Morgan Stanley
New York
|
+$5.97M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.77M |
| 4 |
S4W
Solutions 4 Wealth
Southlake,
Texas
|
+$1.17M |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
+$1.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TPI
Trust Point Inc
La Crosse,
Wisconsin
|
-$2.19M |
| 2 |
Comerica Bank
Dallas,
Texas
|
-$586K |
| 3 |
AC
Avestar Capital
New York
|
-$583K |
| 4 |
TPCW
TD Private Client Wealth
New York
|
-$309K |
| 5 |
SP
Symmetry Partners
Glastonbury,
Connecticut
|
-$261K |
WTPI Hedge Fund Activity: Q1 2025 in Review
64 of the 7,471 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Equity Premium Income Fund (WTPI) for Q1 2025, worth a combined $114M — up 49% from $76.1M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new WTPI positions and 6 closed out — a net gain of 5 holders — while 32 added to existing stakes and 10 trimmed.
The largest buyer was Cary Street Partners, adding an estimated $27.7M. The largest seller was Trust Point Inc, cutting an estimated $2.19M.
- 64 institutional investors held WisdomTree Equity Premium Income Fund (WTPI) as of Q1 2025, up from 59 in Q4 2024.
- Funds reported $114M of WisdomTree Equity Premium Income Fund stock for Q1 2025, up 49% quarter-over-quarter.
- 11 funds opened new WisdomTree Equity Premium Income Fund positions in Q1 2025 and 6 closed out, a net change of +5 holders.
- The largest WisdomTree Equity Premium Income Fund buyer in Q1 2025 was Cary Street Partners, an estimated $27.7M added.
- The largest WisdomTree Equity Premium Income Fund seller in Q1 2025 was Trust Point Inc, an estimated $2.19M sold.
Based on aggregated 13F filings for Q1 2025.