Wisdomtree Equity PremiumWTPIETF
13F holders, Q3 2024 (September 30)49holders
5new positions
5sold out
$33.10avg. 13F price*
At the end of Q3 2024, 49 institutions reported holding Wisdomtree Equity Premium Inc. (WTPI) in their 13F filings, unchanged from Q2 2024. 5 opened new positions and 5 sold out. The largest holders were Trust Point Inc. ($7.6M), Castle Wealth Management LLC ($6.8M) and Crabel Capital Management, LLC ($5.1M).
- Company
- Wisdomtree Equity Premium Inc.
- CUSIP
- 97717X560
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $3.1M |
| Exits | 5 | $1.3M |
All 13F filers, Q2 2024 → Q3 2024: 671,576 shares bought and 344,209 shares sold, net +327,367 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 49 holders
| Trust Point Inc. | 0.57% | Reduce -1.6% | 229,077 | $7.6M |
| Castle Wealth Management LLC | 2.70% | Add +346.8% | 204,637 | $6.8M |
| Crabel Capital Management, LLC | 3.56% | Reduce -62.3% | 152,780 | $5.1M |
| Morgan Stanley | 0.00% | Add +154.9% | 127,357 | $4.2M |
| Avestar Capital, LLC | 0.44% | Reduce -9.6% | 122,807 | $4.1M |
| Cary Street Partners Asset Management LLC | 0.47% | Add +55.8% | 108,721 | $3.6M |
| LPL Financial LLC | 0.00% | Add +128.0% | 106,463 | $3.5M |
| Cary Street Partners Investment Advisory LLC | 0.13% | Add +90.7% | 102,861 | $3.4M |
| Opes Wealth Management LLC | 0.55% | Add +3.9% | 86,345 | $2.9M |
| Susquehanna International Group, LLP | 0.00% | Add +109.2% | 71,949 | $2.4M |
| Granite Bay Wealth Management, LLC | 1.31% | Add +196.4% | 70,511 | $2.3M |
| CENTRAL TRUST Co | 0.05% | Add +24.3% | 67,167 | $2.2M |
| Solutions 4 Wealth, Ltd | 3.95% | Add +4.6% | 61,088 | $2.0M |
| Cetera Investment Advisers | 0.00% | Add +33.8% | 60,408 | $2.0M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | New | 53,411 | $1.8M |
| Arkadios Wealth Advisors | 0.09% | Add +323.1% | 49,982 | $1.7M |
| Private Capital Management, LLC | 0.18% | Reduce -0.3% | 48,589 | $1.6M |
| Raymond James Trust N.A. | 0.03% | Add +10.5% | 44,940 | $1.5M |
| Cresset Asset Management, LLC | 0.00% | Add +27.3% | 36,901 | $1.2M |
| UBS Group AG | 0.00% | Add +19.1% | 29,617 | $980K |
| Osaic Holdings, Inc. | 0.00% | Add +34.7% | 26,368 | $873K |
| NewEdge Advisors, LLC | 0.01% | New | 23,805 | $788K |
| Jane Street Group, LLC | 0.00% | Reduce -29.3% | 22,952 | $760K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -14.4% | 18,164 | $601K |
| Baldwin Wealth Partners LLC | 0.04% | New | 15,829 | $524K |
| Private Advisor Group, LLC | 0.00% | Reduce -10.6% | 13,779 | $456K |
| HB Wealth Management, LLC | 0.00% | Reduce -10.8% | 13,578 | $449K |
| Klingman & Associates, LLC | 0.03% | No change | 13,435 | $445K |
| Pineridge Advisors LLC | 0.16% | Add +15.0% | 13,078 | $433K |
| Oppenheimer & Co. Inc. | 0.01% | Add +73.2% | 12,009 | $397K |
| Atlantic Private Wealth, LLC | 0.25% | No change | 9,908 | $328K |
| Raymond James & Associates | 0.00% | Reduce -67.7% | 9,055 | $300K |
| Harbour Investments, Inc. | 0.01% | Add +29.8% | 8,740 | $289K |
| Avantax Advisory Services, Inc. | 0.00% | No change | 8,345 | $276K |
| Royal Bank of Canada | 0.00% | Add +93.2% | 5,698 | $189K |
| REAP Financial Group, LLC | 0.05% | Reduce -5.8% | 5,682 | $188K |
| Global Wealth Strategies & Associates | 0.02% | No change | 1,533 | $51K |
| Farther Finance Advisors, LLC | 0.00% | New | 1,440 | $48K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Add +90.0% | 950 | $31K |
| Aptus Capital Advisors, LLC | 0.00% | Add +90.0% | 950 | $31K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 661 | $22K |
| JPMorgan Chase & Co. | 0.00% | Reduce -70.0% | 605 | $20K |
| Founders Financial Alliance, LLC | 0.00% | New | 355 | $12K |
| Covestor Ltd | 0.00% | Reduce -15.8% | 64 | $2K |
| Smartleaf Asset Management LLC | 0.00% | No change | 39 | $1K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 9 | $297 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 2 | $67 |
| FMR LLC | 0.00% | Add +100.0% | 2 | $66 |
| Wells Fargo & Company | 0.00% | No change | 1 | $18 |
"% of holder's portfolio" is WTPI's weight in each manager's 13F, not the share of Wisdomtree Equity Premium Inc. the manager owns.