Wisdomtree Equity PremiumWTPIETF
13F holders, Q2 2025 (June 30)72holders +8
12new positions
5sold out
$32.04avg. 13F price*
At the end of Q2 2025, 72 institutions reported holding Wisdomtree Equity Premium Inc. (WTPI) in their 13F filings, up 8 from Q1 2025. 12 opened new positions and 5 sold out. The largest holders were Cary Street Partners Financial LLC ($32.5M), Trust Point Inc. ($11.6M) and Morgan Stanley ($11.1M).
- Company
- Wisdomtree Equity Premium Inc.
- CUSIP
- 97717X560
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $4.1M |
| Exits | 5 | $666K |
All 13F filers, Q1 2025 → Q2 2025: 601,488 shares bought and 99,629 shares sold, net +501,859 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 72 holders
| Cary Street Partners Financial LLC | 0.91% | Reduce -1.8% | 1,013,684 | $32.5M |
| Trust Point Inc. | 1.09% | Add +26.8% | 361,053 | $11.6M |
| Morgan Stanley | 0.00% | Add +17.3% | 347,448 | $11.1M |
| Castle Wealth Management LLC | 2.93% | Add +7.0% | 251,640 | $8.1M |
| Granite Bay Wealth Management, LLC | 2.00% | Add +11.9% | 193,765 | $6.2M |
| Cetera Investment Advisers | 0.01% | Add +28.3% | 181,006 | $5.8M |
| LPL Financial LLC | 0.00% | Add +22.6% | 180,522 | $5.8M |
| Raymond James Financial Inc. | 0.00% | Add +1.7% | 169,661 | $5.4M |
| Solutions 4 Wealth, Ltd | 8.89% | Add +7.4% | 166,383 | $5.3M |
| Compass Financial Services Inc | 1.92% | Add +4786.4% | 123,480 | $4.0M |
| Opes Wealth Management LLC | 0.61% | Add +5.1% | 106,731 | $3.4M |
| CENTRAL TRUST Co | 0.08% | Add +20.7% | 104,939 | $3.4M |
| Avestar Capital, LLC | 0.24% | Add +2.0% | 102,818 | $3.3M |
| Private Capital Management, LLC | 0.29% | Add +2.3% | 89,423 | $2.9M |
| UBS Group AG | 0.00% | Add +0.1% | 47,865 | $1.5M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -11.5% | 44,502 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | New | 40,581 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Add +4.0% | 37,541 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -46.4% | 36,604 | $1.2M |
| Cresset Asset Management, LLC | 0.01% | Reduce -0.0% | 34,486 | $1.1M |
| Visionary Wealth Advisors | 0.06% | Add +49.9% | 34,099 | $1.1M |
| Jane Street Group, LLC | 0.00% | Add +22.5% | 31,464 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | Add +20.4% | 30,060 | $963K |
| Three Magnolias Financial Advisors, LLC | 0.67% | New | 29,843 | $956K |
| Creative Planning | 0.00% | Add +82.2% | 27,098 | $868K |
| Tidemark, LLC | 0.27% | Add +73.7% | 26,022 | $834K |
| WCG Wealth Advisors LLC | 0.05% | Reduce -32.3% | 25,623 | $821K |
| Diversify Advisory Services, LLC | 0.03% | Reduce -1.5% | 22,824 | $748K |
| Private Advisor Group, LLC | 0.00% | Add +9.9% | 20,657 | $662K |
| Royal Bank of Canada | 0.00% | Add +44.5% | 20,361 | $652K |
| Arkadios Wealth Advisors | 0.02% | Add +7.8% | 20,342 | $652K |
| Kestra Advisory Services, LLC | 0.00% | Add +77.2% | 19,787 | $634K |
| Smartleaf Asset Management LLC | 0.05% | Add +3.8% | 18,550 | $595K |
| Old Mission Capital LLC | 0.02% | New | 17,643 | $565K |
| Pineridge Advisors LLC | 0.18% | Add +11.5% | 15,423 | $494K |
| Oppenheimer & Co. Inc. | 0.01% | Add +1.1% | 14,221 | $456K |
| Klingman & Associates, LLC | 0.02% | No change | 11,935 | $382K |
| Apollon Wealth Management, LLC | 0.01% | Add +51.5% | 11,221 | $360K |
| Merit Financial Group, LLC | 0.00% | New | 10,403 | $333K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -26.1% | 10,291 | $330K |
| MML Investors Services, LLC | 0.00% | Add +7.7% | 9,876 | $316K |
| Independent Advisor Alliance | 0.01% | New | 9,356 | $300K |
| Kovack Advisors, Inc. | 0.03% | Add +18.0% | 8,832 | $283K |
| Tactive Advisors, LLC | 0.09% | — | 8,818 | $283K |
| Atlantic Private Wealth, LLC | 0.19% | No change | 8,793 | $282K |
| Synergy Investment Management, LLC | 0.15% | Add +2.0% | 7,621 | $244K |
| Avory & Company, LLC | 0.15% | No change | 7,527 | $241K |
| HB Wealth Management, LLC | 0.00% | Reduce -36.5% | 7,131 | $229K |
| Collaborative Wealth Managment Inc. | 0.10% | New | 7,093 | $227K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 6,850 | $219K |
| White & Co Financial Planning Inc | 0.17% | Add +5.5% | 6,801 | $218K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | No change | 4,425 | $142K |
| Ameritas Advisory Services, LLC | 0.01% | New | 3,000 | $96K |
| REAP Financial Group, LLC | 0.02% | Reduce -13.6% | 2,859 | $92K |
| Global Wealth Strategies & Associates | 0.01% | No change | 1,533 | $49K |
| Cwm, LLC | 0.00% | New | 1,248 | $40K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -16.8% | 1,198 | $38K |
| Comerica Bank | 0.00% | New | 978 | $31K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 661 | $21K |
| JPMorgan Chase & Co. | 0.00% | Add +9.4% | 661 | $21K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Reduce -47.4% | 500 | $16K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -47.4% | 500 | $16K |
| Founders Financial Alliance, LLC | 0.00% | No change | 444 | $14K |
| AE Wealth Management LLC | 0.00% | Reduce -59.5% | 325 | $10K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 222 | $7K |
| Transce3nd, LLC | 0.00% | No change | 108 | $3K |
| Covestor Ltd | 0.00% | No change | 39 | $1K |
| FMR LLC | 0.00% | Reduce -3.2% | 30 | $961 |
| Bridge Generations Wealth Management LLC | 0.00% | No change | 12 | $385 |
| Team Financial Group, LLC | 0.00% | New | 8 | $260 |
| Wells Fargo & Company | 0.00% | Add +200.0% | 3 | $97 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 2 | $65 |
"% of holder's portfolio" is WTPI's weight in each manager's 13F, not the share of Wisdomtree Equity Premium Inc. the manager owns.