Morningstar

WisdomTree Equity Premium Income Fund WTPI

Morningstar Medalist Rating
Medalist Rating as of | See WisdomTree Investment Hub

Morningstar’s Analysis WTPI

Will WTPI outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WTPI’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WTPI management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of WTPI’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

WisdomTree Equity Premium Income Fund holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings WTPI

More WTPI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bills

48.78 269M
Government

United States Treasury Bills

48.39 267M
Government

WisdomTree Floating Rate Treasury ETF

4.52 25M
—

Dreyfus Trsy Oblig Cash Mgmt Cl Ins

0.30 2M
Cash and Equivalents

Options Collateral

0.01 58,515
Cash and Equivalents

Cash

0.00 8,807
Cash and Equivalents

Options Collateral

−0.01 −65,162
Cash and Equivalents

Option on State Street® SPDR® S&P 500® ETF

−2.00 −11M
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