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WisdomTree Equity Premium Income Fund

89 hedge funds and large institutions have $235M invested in WisdomTree Equity Premium Income Fund in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 41 increasing their positions, 10 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

310% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 10

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

42% more capital invested

Capital invested by funds: $165M → $235M (+$69.7M)

7.4% more ownership

Funds ownership: 46.52%53.92% (+7.4%)

6% more funds holding

Funds holding: 8489 (+5)

Holders
89
Holders Change
+5
Holders Change %
+5.95%
% of All Funds
1.1%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
20
Increased
41
Reduced
10
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$53.1M +$21.2M +637,671 +62%
GBWM
2
Granite Bay Wealth Management
New Hampshire
$38.4M +$31.1M +938,255 +353%
Morgan Stanley
3
Morgan Stanley
New York
$21.5M +$550K +16,573 +3%
CSP
4
Cary Street Partners
Virginia
$10.5M +$817K +24,629 +8%
CWM
5
Castle Wealth Management
Florida
$8.79M +$188K +5,664 +2%
WIM
6
WealthPlan Investment Management
Nebraska
$7.81M +$5.19M +156,481 +177%
Raymond James Financial
7
Raymond James Financial
Florida
$7.74M +$4.77M +143,924 +146%
S4W
8
Solutions 4 Wealth
Texas
$6.29M +$333K +10,026 +5%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$6M +$700K +21,091 +13%
ABWM
10
Alpine Bank Wealth Management
Colorado
$5.28M +$5.48M +165,323 New
CFS
11
Compass Financial Services
Iowa
$5.07M +$368K +11,085 +7%
KAS
12
Kestra Advisory Services
Texas
$4.47M +$3.93M +118,387 +546%
CTC
13
Central Trust Company
Missouri
$3.97M -$24.6K -741 -0.6%
US Bancorp
14
US Bancorp
Minnesota
$3.71M +$3.5M +105,444 +989%
OWM
15
Opes Wealth Management
California
$3.69M +$97.9K +2,951 +3%
PCMF
16
Private Capital Management (Florida)
Florida
$3.66M +$342K +10,301 +10%
TPI
17
Trust Point Inc
Wisconsin
$3.57M -$3.87M -116,801 -51%
UBS Group
18
UBS Group
Switzerland
$2.37M +$273K +8,233 +12%
AC
19
Avestar Capital
New York
$1.88M -$103K -3,112 -5%
PI
20
PFG Investments
New York
$1.77M +$36.5K +1,100 +2%
T
21
Tidemark
California
$1.74M +$75.3K +2,269 +4%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$1.67M +$801K +24,151 +86%
Osaic Holdings
23
Osaic Holdings
Arizona
$1.64M +$505K +15,234 +42%
NS
24
NBC Securities
Alabama
$1.63M +$1.69M +50,957 New
Jane Street
25
Jane Street
New York
$1.6M +$1.66M +50,086 New