Wisdomtree Equity PremiumWTPIETF
13F holders, Q1 2024 (March 31)44holders
$33.29avg. 13F price*
At the end of Q1 2024, 44 institutions reported holding Wisdomtree Equity Premium Inc. (WTPI) in their 13F filings. The largest holders were Crabel Capital Management, LLC ($13.5M), Trust Point Inc. ($10.9M) and Stratos Investment Management, LLC ($10.7M).
- Company
- Wisdomtree Equity Premium Inc.
- CUSIP
- 97717X560
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $2.4M |
| Exits | 6 | $2.4M |
Ownership 44 holders
| Crabel Capital Management, LLC | 11.74% | No change | 405,440 | $13.5M |
| Trust Point Inc. | 0.86% | Add +1.4% | 328,527 | $10.9M |
| Stratos Investment Management, LLC | 1.04% | Add +10.6% | 320,260 | $10.7M |
| Avestar Capital, LLC | 0.42% | Reduce -9.2% | 109,045 | $3.6M |
| Raymond James Trust N.A. | 0.08% | Reduce -0.2% | 94,724 | $3.2M |
| Opes Wealth Management LLC | 0.64% | Add +2.9% | 83,547 | $2.8M |
| CENTRAL TRUST Co | 0.05% | Reduce -2.8% | 60,993 | $2.0M |
| Private Capital Management, LLC | 0.18% | Add +42.5% | 48,492 | $1.6M |
| Cetera Investment Advisers | 0.00% | New | 44,178 | $1.5M |
| Morgan Stanley | 0.00% | Add +181.8% | 32,967 | $1.1M |
| LPL Financial LLC | 0.00% | Add +124.5% | 29,294 | $975K |
| UBS Group AG | 0.00% | Add +11.0% | 25,707 | $856K |
| Susquehanna International Group, LLP | 0.00% | Reduce -42.1% | 25,430 | $847K |
| Castle Wealth Management LLC | 0.34% | New | 19,644 | $654K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -82.7% | 19,301 | $643K |
| KLR Investment Advisors, LLC | 0.42% | Reduce -12.9% | 18,013 | $577K |
| HB Wealth Management, LLC | 0.01% | Reduce -10.1% | 16,617 | $553K |
| Bank of America Corp. | 0.00% | Reduce -9.9% | 16,179 | $539K |
| Cary Street Partners Asset Management LLC | 0.08% | Add +18.1% | 15,552 | $518K |
| Private Advisor Group, LLC | 0.00% | Reduce -44.9% | 14,908 | $496K |
| Klingman & Associates, LLC | 0.03% | No change | 13,435 | $447K |
| Osaic Holdings, Inc. | 0.00% | Reduce -18.9% | 13,106 | $436K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Add +2.6% | 13,100 | $436K |
| Pineridge Advisors LLC | 0.13% | Add +9.4% | 10,695 | $356K |
| Atlantic Private Wealth, LLC | 0.27% | No change | 9,908 | $330K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -9.9% | 9,804 | $326K |
| Raymond James & Associates | 0.00% | No change | 9,452 | $315K |
| HighTower Advisors, LLC | 0.00% | New | 8,982 | $299K |
| REAP Financial Group, LLC | 0.08% | Reduce -20.6% | 8,824 | $294K |
| Granite Bay Wealth Management, LLC | 0.15% | Reduce -43.2% | 7,723 | $257K |
| Harbour Investments, Inc. | 0.01% | Add +104.1% | 5,332 | $178K |
| Royal Bank of Canada | 0.00% | Reduce -80.1% | 2,574 | $86K |
| JPMorgan Chase & Co. | 0.00% | Add +1.1% | 2,016 | $67K |
| Global Wealth Strategies & Associates | 0.02% | Reduce -1.9% | 1,825 | $61K |
| Macroview Investment Management LLC | 0.05% | Add +3.0% | 1,252 | $42K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 661 | $22K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 625 | $21K |
| Geneos Wealth Management Inc. | 0.00% | New | 350 | $12K |
| Covestor Ltd | 0.00% | Add +4.1% | 76 | $3K |
| Farther Finance Advisors, LLC | 0.00% | No change | 55 | $2K |
| Smartleaf Asset Management LLC | 0.00% | No change | 39 | $1K |
| Missouri Trust & Investment Co | 0.00% | New | 9 | $300 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 2 | $67 |
| Wells Fargo & Company | 0.00% | Reduce -100.0% | 1 | $47 |
"% of holder's portfolio" is WTPI's weight in each manager's 13F, not the share of Wisdomtree Equity Premium Inc. the manager owns.