WisdomTree Equity Premium Income Fund
WTPI
85 hedge funds and large institutions have $165M invested in WisdomTree Equity Premium Income Fund in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 33 increasing their positions, 16 reducing their positions, and 9 closing their positions.
167% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 9
106% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 16
40% more capital inflows, than outflows
Capital inflows: $51.5M | Capital outflows: $36.9M
20% more funds holding
Funds holding: 71 → 85 (+14)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2.37% less ownership
Funds ownership: 48.9% → 46.53% (-2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$25M |
| 2 |
Morgan Stanley
New York
|
+$5.43M |
| 3 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
+$2.95M |
| 4 |
PI
PFG Investments
Woodbury,
New York
|
+$1.82M |
| 5 |
TI
TrueMark Investments
Chicago,
Illinois
|
+$1.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSP
Cary Street Partners
Richmond,
Virginia
|
-$23.6M |
| 2 |
Jane Street
New York
|
-$3.18M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
-$2.31M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.79M |
| 5 |
PA
PFG Advisors
Phoenix,
Arizona
|
-$1.11M |
WTPI Hedge Fund Activity: Q4 2025 in Review
85 of the 8,287 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Equity Premium Income Fund (WTPI) for Q4 2025, worth a combined $165M — up 8.6% from $152M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new WTPI positions and 9 closed out — a net gain of 15 holders — while 33 added to existing stakes and 16 trimmed.
The largest buyer was LPL Financial, adding an estimated $25M. The largest seller was Cary Street Partners, cutting an estimated $23.6M.
- 85 institutional investors held WisdomTree Equity Premium Income Fund (WTPI) as of Q4 2025, up from 71 in Q3 2025.
- Funds reported $165M of WisdomTree Equity Premium Income Fund stock for Q4 2025, up 8.6% quarter-over-quarter.
- 24 funds opened new WisdomTree Equity Premium Income Fund positions in Q4 2025 and 9 closed out, a net change of +15 holders.
- The largest WisdomTree Equity Premium Income Fund buyer in Q4 2025 was LPL Financial, an estimated $25M added.
- The largest WisdomTree Equity Premium Income Fund seller in Q4 2025 was Cary Street Partners, an estimated $23.6M sold.
Based on aggregated 13F filings for Q4 2025.