Wisdomtree Equity PremiumWTPIETF
13F holders, Q4 2024 (December 31)59holders +10
14new positions
5sold out
$32.98avg. 13F price*
At the end of Q4 2024, 59 institutions reported holding Wisdomtree Equity Premium Inc. (WTPI) in their 13F filings, up 10 from Q3 2024. 14 opened new positions and 5 sold out. The largest holders were Trust Point Inc. ($11.6M), Castle Wealth Management LLC ($7.3M) and Cary Street Partners Financial LLC ($6.1M).
- Company
- Wisdomtree Equity Premium Inc.
- CUSIP
- 97717X560
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $5.4M |
| Exits | 5 | $10.5M |
All 13F filers, Q3 2024 → Q4 2024: 581,029 shares bought and 448,357 shares sold, net +132,672 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 59 holders
| Trust Point Inc. | 0.80% | Add +53.5% | 351,711 | $11.6M |
| Castle Wealth Management LLC | 2.88% | Add +8.4% | 221,744 | $7.3M |
| Cary Street Partners Financial LLC | 0.20% | — | 185,334 | $6.1M |
| Granite Bay Wealth Management, LLC | 2.00% | Add +131.8% | 163,464 | $5.4M |
| Raymond James Financial Inc. | 0.00% | — | 135,695 | $4.5M |
| LPL Financial LLC | 0.00% | Add +25.9% | 134,001 | $4.4M |
| Solutions 4 Wealth, Ltd | 7.11% | Add +95.1% | 119,175 | $3.9M |
| Avestar Capital, LLC | 0.35% | Reduce -3.4% | 118,622 | $3.9M |
| Morgan Stanley | 0.00% | Reduce -10.5% | 113,979 | $3.8M |
| Opes Wealth Management LLC | 0.59% | Add +1.6% | 87,694 | $2.9M |
| CENTRAL TRUST Co | 0.06% | Add +3.2% | 69,323 | $2.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +265.8% | 66,447 | $2.2M |
| Private Capital Management, LLC | 0.22% | Add +28.8% | 62,578 | $2.1M |
| Cetera Investment Advisers | 0.00% | Reduce -6.2% | 56,642 | $1.9M |
| Sanctuary Advisors, LLC | 0.01% | New | 48,813 | $1.6M |
| Cresset Asset Management, LLC | 0.01% | Reduce -6.9% | 34,346 | $1.1M |
| UBS Group AG | 0.00% | Reduce -0.7% | 29,402 | $969K |
| Osaic Holdings, Inc. | 0.00% | Add +10.8% | 29,209 | $963K |
| WCG Wealth Advisors LLC | 0.05% | New | 22,458 | $740K |
| Diversify Advisory Services, LLC | 0.04% | New | 20,083 | $657K |
| Oppenheimer & Co. Inc. | 0.01% | Add +59.1% | 19,111 | $630K |
| Comerica Bank | 0.00% | New | 17,768 | $586K |
| Royal Bank of Canada | 0.00% | Add +210.0% | 17,664 | $582K |
| Private Advisor Group, LLC | 0.00% | Add +16.9% | 16,104 | $531K |
| Creative Planning | 0.00% | New | 13,817 | $455K |
| Arkadios Wealth Advisors | 0.02% | Reduce -73.4% | 13,311 | $439K |
| Pineridge Advisors LLC | 0.16% | Reduce -0.0% | 13,075 | $431K |
| HB Wealth Management, LLC | 0.00% | Reduce -8.9% | 12,370 | $408K |
| Klingman & Associates, LLC | 0.02% | Reduce -11.2% | 11,935 | $393K |
| Atlantic Private Wealth, LLC | 0.25% | No change | 9,908 | $327K |
| TD Private Client Wealth LLC | 0.01% | New | 9,369 | $309K |
| Harbour Investments, Inc. | 0.01% | Add +1.2% | 8,844 | $292K |
| Avantax Advisory Services, Inc. | 0.00% | Add +2.4% | 8,545 | $282K |
| Kestra Advisory Services, LLC | 0.00% | New | 8,308 | $274K |
| Symmetry Partners, LLC | 0.04% | New | 7,911 | $261K |
| Avory & Company, LLC | 0.14% | New | 7,527 | $248K |
| White & Co Financial Planning Inc | 0.18% | — | 6,600 | $218K |
| Susquehanna International Group, LLP | 0.00% | Reduce -91.1% | 6,386 | $211K |
| Wells Fargo & Company | 0.00% | Add +597400.0% | 5,975 | $197K |
| Tidemark, LLC | 0.06% | New | 4,712 | $155K |
| REAP Financial Group, LLC | 0.04% | Reduce -18.8% | 4,615 | $152K |
| Smartleaf Asset Management LLC | 0.01% | Add +7315.4% | 2,892 | $96K |
| Global Wealth Strategies & Associates | 0.02% | No change | 1,533 | $51K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,440 | $47K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 950 | $31K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 950 | $31K |
| Park Place Capital Corp | 0.01% | New | 784 | $26K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 750 | $25K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 750 | $25K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 661 | $22K |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.1% | 586 | $19K |
| AE Wealth Management LLC | 0.00% | New | 478 | $16K |
| Founders Financial Alliance, LLC | 0.00% | No change | 355 | $12K |
| Transce3nd, LLC | 0.00% | — | 108 | $4K |
| Covestor Ltd | 0.00% | Add +20.3% | 77 | $3K |
| FMR LLC | 0.00% | Add +1350.0% | 29 | $956 |
| Bridge Generations Wealth Management LLC | 0.00% | — | 12 | $396 |
| Coppell Advisory Solutions LLC | 0.00% | No change | 9 | $298 |
| 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.