Wisdomtree Equity PremiumWTPIETF
13F holders, Q2 2026 (June 30)86holders −4
8new positions
11sold out
$32.79avg. 13F price*
At the end of Q2 2026, 86 institutions reported holding Wisdomtree Equity Premium Inc. (WTPI) in their 13F filings, down 4 from Q1 2026. 8 opened new positions and 11 sold out. The largest holders were LPL Financial LLC ($61.8M), Granite Bay Wealth Management, LLC ($41.3M) and Morgan Stanley ($28.0M).
- Company
- Wisdomtree Equity Premium Inc.
- CUSIP
- 97717X560
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $14.2M |
| Exits | 11 | $1.9M |
All 13F filers, Q1 2026 → Q2 2026: 1,356,418 shares bought and 289,484 shares sold, net +1,066,934 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 86 holders
| LPL Financial LLC | 0.01% | Add +13.1% | 1,883,263 | $61.8M |
| Granite Bay Wealth Management, LLC | 3.80% | Add +4.6% | 1,259,604 | $41.3M |
| Morgan Stanley | 0.00% | Add +26.8% | 853,355 | $28.0M |
| Cary Street Partners Financial LLC | 0.26% | Add +8.9% | 356,743 | $11.7M |
| Raymond James Financial Inc. | 0.00% | Add +22.9% | 298,239 | $9.8M |
| Castle Wealth Management LLC | 2.76% | Add +3.1% | 284,265 | $9.3M |
| WealthPlan Investment Management, LLC | 0.39% | Reduce -1.0% | 242,352 | $7.9M |
| Solutions 4 Wealth, Ltd | 10.18% | Add +22.1% | 240,518 | $7.9M |
| Cetera Investment Advisers | 0.01% | Add +17.9% | 221,580 | $7.3M |
| Pinnacle Financial Partners, Inc. | 0.05% | New | 202,105 | $6.6M |
| Compass Financial Services Inc | 2.15% | Add +10.2% | 175,132 | $5.7M |
| CENTRAL TRUST Co | 0.10% | Add +40.1% | 174,550 | $5.7M |
| Kestra Advisory Services, LLC | 0.02% | Add +12.3% | 157,334 | $5.2M |
| Private Capital Management, LLC | 0.37% | Add +7.7% | 123,547 | $4.1M |
| EP Wealth Advisors, LLC | 0.02% | New | 122,881 | $4.0M |
| US Bancorp \de | 0.00% | No change | 116,111 | $3.8M |
| JPMorgan Chase & Co. | 0.00% | Add +181.2% | 96,737 | $3.2M |
| Cary Street Partners Investment Advisory LLC | 0.63% | Add +181.4% | 95,620 | $3.1M |
| Trust Point Inc. | 0.24% | Reduce -23.3% | 85,822 | $2.8M |
| UBS Group AG | 0.00% | Add +0.5% | 74,645 | $2.4M |
| Resolute Capital, LLC | 0.72% | Add +31.2% | 64,023 | $2.1M |
| Avestar Capital, LLC | 0.12% | Add +8.4% | 63,764 | $2.1M |
| Lanark Financial, Inc. | 0.14% | Add +24.3% | 63,321 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Add +11.9% | 57,526 | $1.9M |
| PFG Investments, LLC | 0.07% | Reduce -0.3% | 55,442 | $1.8M |
| Royal Bank of Canada | 0.00% | Add +14.3% | 53,911 | $1.8M |
| Visionary Wealth Advisors | 0.06% | Add +16.4% | 47,191 | $1.5M |
| Tidemark, LLC | 0.35% | Reduce -14.0% | 46,978 | $1.5M |
| Sanctuary Advisors, LLC | 0.01% | Add +1.6% | 44,481 | $1.5M |
| NewEdge Advisors, LLC | 0.00% | Reduce -13.9% | 40,600 | $1.3M |
| Arkadios Wealth Advisors | 0.02% | Add +9.7% | 39,632 | $1.3M |
| Creative Planning | 0.00% | Add +11.8% | 38,434 | $1.3M |
| Cresset Asset Management, LLC | 0.00% | Add +11.2% | 36,261 | $1.2M |
| Alpine Bank Wealth Management | 0.15% | Reduce -78.6% | 35,376 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | New | 34,752 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -28.9% | 33,982 | $1.1M |
| Prosperity Financial Group, Inc. | 0.31% | Add +1.4% | 30,472 | $999K |
| Old Mission Capital LLC | 0.02% | New | 27,705 | $908K |
| Jane Street Group, LLC | 0.00% | Reduce -46.3% | 26,906 | $882K |
| WealthPLAN Partners, LLC | 0.15% | Add +37.4% | 24,544 | $805K |
| Private Advisor Group, LLC | 0.00% | Add +10.7% | 24,521 | $804K |
| Harbour Investments, Inc. | 0.01% | Add +3.4% | 22,377 | $734K |
| Kovack Advisors, Inc. | 0.03% | Reduce -2.1% | 19,669 | $646K |
| Diversify Advisory Services, LLC | 0.01% | New | 19,536 | $642K |
| Diversify Wealth Management, LLC | 0.01% | Reduce -24.4% | 19,536 | $642K |
| MML Investors Services, LLC | 0.00% | Reduce -17.8% | 19,499 | $639K |
| Avory & Company, LLC | 0.63% | Add +0.7% | 15,267 | $501K |
| Maridea Wealth Management LLC | 0.05% | Reduce -9.1% | 14,094 | $462K |
| Arax Advisory Partners | 0.00% | New | 13,977 | $458K |
| Advyzon Investment Management, LLC | 0.03% | Add +20.3% | 12,830 | $421K |
| Tactive Advisors, LLC | 0.10% | Add +30.8% | 12,432 | $408K |
| WCG Wealth Advisors LLC | 0.01% | Reduce -32.7% | 12,012 | $394K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.6% | 11,746 | $385K |
| Apollon Wealth Management, LLC | 0.00% | No change | 11,221 | $368K |
| Merit Financial Group, LLC | 0.00% | No change | 10,403 | $341K |
| Ameritas Advisory Services, LLC | 0.01% | New | 9,817 | $322K |
| Synergy Investment Management, LLC | 0.07% | Add +3.0% | 8,600 | $282K |
| Integrated Wealth Concepts LLC | 0.00% | Add +0.2% | 7,856 | $258K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +5.4% | 7,328 | $240K |
| Roan Capital Partners | 0.20% | Reduce -6.9% | 7,227 | $237K |
| White & Co Financial Planning Inc | 0.13% | Add +5.5% | 6,638 | $218K |
| Alessandra Capital Management, LLC | 0.15% | Add +2.3% | 6,606 | $217K |
| Cerity Partners LLC | 0.00% | Reduce -5.6% | 6,207 | $204K |
| Allworth Financial LP | 0.00% | Add +104.8% | 2,150 | $70K |
| REAP Financial Group, LLC | 0.01% | Reduce -26.4% | 1,697 | $56K |
| International Assets Investment Management, LLC | 0.00% | Add +20.1% | 1,494 | $49K |
| Wellington-Altus USA Inc. | 0.03% | No change | 1,525 | $49K |
| Triumph Capital Management | 0.01% | No change | 1,400 | $46K |
| Founders Financial Alliance, LLC | 0.01% | Reduce -14.0% | 1,233 | $40K |
| Geneos Wealth Management Inc. | 0.00% | Add +119.5% | 1,225 | $40K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,198 | $39K |
| Fifth Third Bancorp | 0.00% | Reduce -46.2% | 1,192 | $39K |
| SWAN Capital LLC | 0.01% | Add +147.0% | 1,151 | $38K |
| Pin Oak Investment Advisors Inc. | 0.02% | New | 1,030 | $34K |
| Highland Investment Advisors LLC | 0.01% | — | 783 | $26K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 661 | $22K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 500 | $16K |
| Compass Financial Management LLC | 0.00% | — | 425 | $14K |
| AE Wealth Management LLC | 0.00% | No change | 325 | $11K |
| Wells Fargo & Company | 0.00% | Add +31900.0% | 320 | $10K |
| FMR LLC | 0.00% | Reduce -35.6% | 224 | $7K |
| Smartleaf Asset Management LLC | 0.00% | No change | 52 | $2K |
| Covestor Ltd | 0.00% | No change | 40 | $1K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 20 | $662 |
| SHP Wealth Management | 0.00% | No change | 14 | $459 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 2 | $66 |
"% of holder's portfolio" is WTPI's weight in each manager's 13F, not the share of Wisdomtree Equity Premium Inc. the manager owns.