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WisdomTree Equity Premium Income Fund

84 hedge funds and large institutions have $165M invested in WisdomTree Equity Premium Income Fund in 2025 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 33 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

106% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 16

18% more funds holding

Funds holding: 7184 (+13)

9% more capital invested

Capital invested by funds: $152M → $165M (+$13.1M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.38% less ownership

Funds ownership: 48.9%46.52% (-2.4%)

Holders
84
Holders Change
+13
Holders Change %
+18.31%
% of All Funds
1.02%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
33
Reduced
16
Closed
9
Calls
$287K
Puts
Net Calls
+$287K
Net Calls Change
+$24K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$33.9M +$25M +748,491 +268%
Morgan Stanley
2
Morgan Stanley
New York
$21.7M +$5.43M +162,789 +33%
CSP
3
Cary Street Partners
Virginia
$10M -$23.6M -706,955 -70%
CWM
4
Castle Wealth Management
Florida
$8.91M +$247K +7,392 +3%
GBWM
5
Granite Bay Wealth Management
New Hampshire
$8.77M +$1.04M +31,244 +13%
TPI
6
Trust Point Inc
Wisconsin
$7.55M -$37.9K -1,136 -0.5%
S4W
7
Solutions 4 Wealth
Texas
$6.17M +$2.13K +64 +0%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$5.51M -$218K -6,543 -4%
CFS
9
Compass Financial Services
Iowa
$4.88M +$401K +12,034 +9%
CTC
10
Central Trust Company
Missouri
$4.14M +$310K +9,301 +8%
OWM
11
Opes Wealth Management
California
$3.72M +$95K +2,849 +3%
PCMF
12
Private Capital Management (Florida)
Florida
$3.45M +$95.8K +2,873 +3%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$3.31M +$1.13M +33,825 +51%
Raymond James Financial
14
Raymond James Financial
Florida
$3.26M -$2.31M -69,245 -41%
WIM
15
WealthPlan Investment Management
Nebraska
$2.92M +$2.95M +88,324 New
UBS Group
16
UBS Group
Switzerland
$2.18M +$625K +18,734 +40%
AC
17
Avestar Capital
New York
$2.04M -$1.09M -32,637 -35%
PI
18
PFG Investments
New York
$1.8M +$1.82M +54,492 New
T
19
Tidemark
California
$1.73M +$185K +5,541 +12%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.54M +$435K +13,044 +39%
SA
21
Sanctuary Advisors
Indiana
$1.48M +$30.8K +924 +2%
RC
22
Resolute Capital
South Carolina
$1.42M +$1.43M +42,873 New
NA
23
NewEdge Advisors
Louisiana
$1.38M -$824K -24,688 -37%
AWA
24
Arkadios Wealth Advisors
Georgia
$1.27M +$386K +11,577 +43%
VWA
25
Visionary Wealth Advisors
Illinois
$1.23M +$49.2K +1,475 +4%