WTPI

WisdomTree Equity Premium Income Fund
WTPI

Overview Fund Activity

70 hedge funds and large institutions have $131M invested in WisdomTree Equity Premium Income Fund in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+7
Holders Change %
+11.11%
% of All Funds
0.94%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
34
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CFS
Compass Financial Services
Iowa
$3.96M
2
TPI
Trust Point Inc
Wisconsin
$11.6M
3
Morgan Stanley
Morgan Stanley
New York
$11.1M
4
NA
NewEdge Advisors
Louisiana
$1.3M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$5.8M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.17M
2
CSP
Cary Street Partners
Virginia
$32.5M
3
WWA
WCG Wealth Advisors
Nevada
$821K
4
HI
Harbour Investments
Wisconsin
$0
5
HighTower Advisors
HighTower Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CSP
1
Cary Street Partners
Virginia
$32.5M -$592K -18,483 -2%
TPI
2
Trust Point Inc
Wisconsin
$11.6M +$2.44M +76,307 +27%
Morgan Stanley
3
Morgan Stanley
New York
$11.1M +$1.64M +51,157 +17%
CWM
4
Castle Wealth Management
Florida
$8.06M +$531K +16,573 +7%
GBWM
5
Granite Bay Wealth Management
New Hampshire
$6.21M +$661K +20,618 +12%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$5.8M +$1.28M +39,911 +28%
LPL Financial
7
LPL Financial
California
$5.78M +$1.07M +33,252 +23%
Raymond James Financial
8
Raymond James Financial
Florida
$5.44M +$89K +2,778 +2%
S4W
9
Solutions 4 Wealth
Texas
$5.33M +$367K +11,469 +7%
CFS
10
Compass Financial Services
Iowa
$3.96M +$3.88M +120,953 +4,786%
OWM
11
Opes Wealth Management
California
$3.42M +$165K +5,140 +5%
CTC
12
Central Trust Company
Missouri
$3.36M +$578K +18,027 +21%
AC
13
Avestar Capital
New York
$3.29M +$64K +1,998 +2%
PCMF
14
Private Capital Management (Florida)
Florida
$2.87M +$64.8K +2,024 +2%
UBS Group
15
UBS Group
Switzerland
$1.53M +$1.19K +37 +0.1%
NA
16
NewEdge Advisors
Louisiana
$1.3M +$1.3M +40,581 New
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.17M -$1.01M -31,631 -46%
CAM
18
Cresset Asset Management
Illinois
$1.12M +$10.9K +340 +1%
VWA
19
Visionary Wealth Advisors
Illinois
$1.09M +$364K +11,352 +50%
Jane Street
20
Jane Street
New York
$1.01M +$185K +5,788 +23%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$963K +$163K +5,089 +20%
Osaic Holdings
22
Osaic Holdings
Arizona
$963K -$227K -6,878 -19%
Creative Planning
23
Creative Planning
Kansas
$868K +$392K +12,229 +82%
T
24
Tidemark
California
$834K +$354K +11,040 +74%
WWA
25
WCG Wealth Advisors
Nevada
$821K -$391K -12,203 -32%
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