Wisdomtree Equity PremiumWTPIETF
13F holders, Q2 2024 (June 30)49holders +5
12new positions
7sold out
$33.36avg. 13F price*
At the end of Q2 2024, 49 institutions reported holding Wisdomtree Equity Premium Inc. (WTPI) in their 13F filings, up 5 from Q1 2024. 12 opened new positions and 7 sold out. The largest holders were Crabel Capital Management, LLC ($13.5M), Trust Point Inc. ($7.8M) and Avestar Capital, LLC ($4.5M).
- Company
- Wisdomtree Equity Premium Inc.
- CUSIP
- 97717X560
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $5.6M |
| Exits | 7 | $11.0M |
All 13F filers, Q1 2024 → Q2 2024: 406,666 shares bought and 502,046 shares sold, net −95,380 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 49 holders
| Crabel Capital Management, LLC | 16.61% | No change | 405,440 | $13.5M |
| Trust Point Inc. | 0.62% | Reduce -29.2% | 232,740 | $7.8M |
| Avestar Capital, LLC | 0.50% | Add +24.6% | 135,863 | $4.5M |
| Opes Wealth Management LLC | 0.58% | Reduce -0.5% | 83,140 | $2.8M |
| Cary Street Partners Asset Management LLC | 0.34% | Add +348.6% | 69,764 | $2.3M |
| Solutions 4 Wealth, Ltd | 4.42% | New | 58,413 | $1.9M |
| CENTRAL TRUST Co | 0.04% | Reduce -11.4% | 54,052 | $1.8M |
| Cary Street Partners Investment Advisory LLC | 0.07% | Add +311.7% | 53,929 | $1.8M |
| Morgan Stanley | 0.00% | Add +51.6% | 49,968 | $1.7M |
| Private Capital Management, LLC | 0.19% | Add +0.5% | 48,718 | $1.6M |
| LPL Financial LLC | 0.00% | Add +59.4% | 46,690 | $1.6M |
| Castle Wealth Management LLC | 0.73% | Add +133.1% | 45,796 | $1.5M |
| Cetera Investment Advisers | 0.00% | Add +2.2% | 45,158 | $1.5M |
| Raymond James Trust N.A. | 0.03% | Reduce -57.1% | 40,679 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Add +35.3% | 34,397 | $1.1M |
| Jane Street Group, LLC | 0.00% | New | 32,440 | $1.1M |
| Cresset Asset Management, LLC | 0.00% | New | 28,980 | $967K |
| Raymond James & Associates | 0.00% | Add +196.5% | 28,025 | $935K |
| UBS Group AG | 0.00% | Reduce -3.3% | 24,867 | $830K |
| Granite Bay Wealth Management, LLC | 0.43% | Add +208.0% | 23,790 | $794K |
| Old Mission Capital LLC | 0.02% | New | 22,052 | $736K |
| Envestnet Asset Management Inc. | 0.00% | Add +10.0% | 21,231 | $708K |
| Osaic Holdings, Inc. | 0.00% | Add +49.4% | 19,578 | $653K |
| Private Advisor Group, LLC | 0.00% | Add +3.3% | 15,404 | $514K |
| HB Wealth Management, LLC | 0.01% | Reduce -8.4% | 15,224 | $508K |
| Klingman & Associates, LLC | 0.03% | No change | 13,435 | $448K |
| Arkadios Wealth Advisors | 0.03% | New | 11,812 | $394K |
| Pineridge Advisors LLC | 0.13% | Add +6.3% | 11,374 | $379K |
| Atlantic Private Wealth, LLC | 0.27% | No change | 9,908 | $331K |
| Bank of America Corp. | 0.00% | Reduce -40.5% | 9,624 | $321K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -14.9% | 8,345 | $278K |
| Oppenheimer & Co. Inc. | 0.00% | New | 6,935 | $231K |
| Harbour Investments, Inc. | 0.01% | Add +26.3% | 6,733 | $225K |
| REAP Financial Group, LLC | 0.05% | Reduce -31.6% | 6,032 | $201K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 4,024 | $134K |
| Royal Bank of Canada | 0.00% | Add +14.6% | 2,950 | $98K |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.1% | 2,014 | $67K |
| Global Wealth Strategies & Associates | 0.02% | Reduce -16.0% | 1,533 | $51K |
| PNC Financial Services Group, Inc. | 0.00% | New | 1,434 | $48K |
| CIBC Private Wealth Group LLC | 0.00% | New | 1,000 | $34K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 661 | $22K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 500 | $17K |
| Aptus Capital Advisors, LLC | 0.00% | New | 500 | $17K |
| Covestor Ltd | 0.00% | No change | 76 | $3K |
| Smartleaf Asset Management LLC | 0.00% | No change | 39 | $1K |
| Coppell Advisory Solutions LLC | 0.00% | — | 9 | $300 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 2 | $67 |
| FMR LLC | 0.00% | New | 1 | $33 |
| Wells Fargo & Company | 0.00% | No change | 1 | $31 |
"% of holder's portfolio" is WTPI's weight in each manager's 13F, not the share of Wisdomtree Equity Premium Inc. the manager owns.