Wisdomtree Equity PremiumWTPIETF
13F holders, Q1 2025 (March 31)64holders +5
11new positions
6sold out
$31.14avg. 13F price*
At the end of Q1 2025, 64 institutions reported holding Wisdomtree Equity Premium Inc. (WTPI) in their 13F filings, up 5 from Q4 2024. 11 opened new positions and 6 sold out. The largest holders were Cary Street Partners Financial LLC ($32.1M), Morgan Stanley ($9.2M) and Trust Point Inc. ($8.9M).
- Company
- Wisdomtree Equity Premium Inc.
- CUSIP
- 97717X560
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $3.0M |
| Exits | 6 | $1.2M |
All 13F filers, Q4 2024 → Q1 2025: 1,481,533 shares bought and 139,698 shares sold, net +1,341,835 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 64 holders
| Cary Street Partners Financial LLC | 1.01% | Add +456.9% | 1,032,167 | $32.1M |
| Morgan Stanley | 0.00% | Add +159.9% | 296,291 | $9.2M |
| Trust Point Inc. | 0.81% | Reduce -19.0% | 284,746 | $8.9M |
| Castle Wealth Management LLC | 2.87% | Add +6.0% | 235,067 | $7.3M |
| Granite Bay Wealth Management, LLC | 1.87% | Add +5.9% | 173,147 | $5.4M |
| Raymond James Financial Inc. | 0.00% | Add +23.0% | 166,883 | $5.2M |
| Solutions 4 Wealth, Ltd | 8.51% | Add +30.0% | 154,914 | $4.8M |
| LPL Financial LLC | 0.00% | Add +9.9% | 147,270 | $4.6M |
| Cetera Investment Advisers | 0.01% | Add +149.1% | 141,095 | $4.4M |
| Opes Wealth Management LLC | 0.64% | Add +15.8% | 101,591 | $3.2M |
| Avestar Capital, LLC | 0.30% | Reduce -15.0% | 100,820 | $3.1M |
| Private Capital Management, LLC | 0.30% | Add +39.7% | 87,399 | $2.7M |
| CENTRAL TRUST Co | 0.07% | Add +25.4% | 86,912 | $2.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.7% | 68,235 | $2.1M |
| Sanctuary Advisors, LLC | 0.01% | Add +3.0% | 50,263 | $1.6M |
| UBS Group AG | 0.00% | Add +62.7% | 47,828 | $1.5M |
| WCG Wealth Advisors LLC | 0.09% | Add +68.4% | 37,826 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Add +23.6% | 36,087 | $1.1M |
| Cresset Asset Management, LLC | 0.01% | Add +0.5% | 34,499 | $1.1M |
| Jane Street Group, LLC | 0.00% | New | 25,676 | $800K |
| Susquehanna International Group, LLP | 0.00% | Add +291.0% | 24,971 | $778K |
| Diversify Advisory Services, LLC | 0.04% | Add +15.4% | 23,181 | $712K |
| Visionary Wealth Advisors | 0.04% | New | 22,747 | $708K |
| Arkadios Wealth Advisors | 0.02% | Add +41.8% | 18,870 | $588K |
| Private Advisor Group, LLC | 0.00% | Add +16.8% | 18,801 | $585K |
| Smartleaf Asset Management LLC | 0.05% | Add +518.1% | 17,876 | $555K |
| Tidemark, LLC | 0.17% | Add +217.9% | 14,982 | $467K |
| Creative Planning | 0.00% | Add +7.6% | 14,869 | $463K |
| Royal Bank of Canada | 0.00% | Reduce -20.2% | 14,092 | $439K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -26.4% | 14,062 | $438K |
| Avantax Advisory Services, Inc. | 0.00% | Add +62.9% | 13,917 | $433K |
| Pineridge Advisors LLC | 0.17% | Add +5.8% | 13,835 | $431K |
| Klingman & Associates, LLC | 0.02% | No change | 11,935 | $372K |
| HB Wealth Management, LLC | 0.00% | Reduce -9.2% | 11,237 | $350K |
| Kestra Advisory Services, LLC | 0.00% | Add +34.4% | 11,165 | $348K |
| Harbour Investments, Inc. | 0.01% | Add +21.0% | 10,702 | $333K |
| MML Investors Services, LLC | 0.00% | New | 9,174 | $286K |
| HighTower Advisors, LLC | 0.00% | New | 9,164 | $285K |
| Atlantic Private Wealth, LLC | 0.20% | Reduce -11.3% | 8,793 | $274K |
| Avory & Company, LLC | 0.15% | No change | 7,527 | $234K |
| Kovack Advisors, Inc. | 0.02% | New | 7,483 | $233K |
| Synergy Investment Management, LLC | 0.10% | New | 7,473 | $233K |
| Apollon Wealth Management, LLC | 0.01% | New | 7,405 | $231K |
| White & Co Financial Planning Inc | 0.17% | Reduce -2.3% | 6,448 | $200K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | New | 4,425 | $138K |
| REAP Financial Group, LLC | 0.03% | Reduce -28.3% | 3,308 | $103K |
| Compass Financial Services Inc | 0.04% | New | 2,527 | $79K |
| Global Wealth Strategies & Associates | 0.01% | No change | 1,533 | $48K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,440 | $45K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 950 | $30K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 950 | $30K |
| AE Wealth Management LLC | 0.00% | Add +68.0% | 803 | $25K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 750 | $23K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 661 | $21K |
| JPMorgan Chase & Co. | 0.00% | Add +3.1% | 604 | $19K |
| PNC Financial Services Group, Inc. | 0.00% | New | 578 | $18K |
| Founders Financial Alliance, LLC | 0.00% | Add +25.1% | 444 | $14K |
| Coldstream Capital Management Inc. | 0.00% | New | 185 | $6K |
| Transce3nd, LLC | 0.00% | No change | 108 | $3K |
| Covestor Ltd | 0.00% | Reduce -49.4% | 39 | $1K |
| FMR LLC | 0.00% | Add +6.9% | 31 | $965 |
| Bridge Generations Wealth Management LLC | 0.00% | No change | 12 | $374 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 2 | $63 |
| Wells Fargo & Company | 0.00% | Reduce -100.0% | 1 | $38 |
"% of holder's portfolio" is WTPI's weight in each manager's 13F, not the share of Wisdomtree Equity Premium Inc. the manager owns.