Wisdomtree Equity PremiumWTPIETF
13F holders, Q3 2025 (September 30)71holders −1
8new positions
8sold out
$33.27avg. 13F price*
At the end of Q3 2025, 71 institutions reported holding Wisdomtree Equity Premium Inc. (WTPI) in their 13F filings, down 1 from Q2 2025. 8 opened new positions and 8 sold out. The largest holders were Cary Street Partners Financial LLC ($33.6M), Morgan Stanley ($16.4M) and LPL Financial LLC ($9.3M).
- Company
- Wisdomtree Equity Premium Inc.
- CUSIP
- 97717X560
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $2.5M |
| Exits | 8 | $2.2M |
All 13F filers, Q2 2025 → Q3 2025: 679,818 shares bought and 256,625 shares sold, net +423,193 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 71 holders
| Cary Street Partners Financial LLC | 0.87% | Reduce -0.4% | 1,009,913 | $33.6M |
| Morgan Stanley | 0.00% | Add +42.1% | 493,742 | $16.4M |
| LPL Financial LLC | 0.00% | Add +54.6% | 279,171 | $9.3M |
| Castle Wealth Management LLC | 2.95% | Add +4.3% | 262,552 | $8.7M |
| Granite Bay Wealth Management, LLC | 2.03% | Add +20.9% | 234,250 | $7.8M |
| Trust Point Inc. | 0.62% | Reduce -36.4% | 229,753 | $7.6M |
| Solutions 4 Wealth, Ltd | 9.65% | Add +12.3% | 186,902 | $6.2M |
| Cetera Investment Advisers | 0.01% | Reduce -4.2% | 173,431 | $5.8M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.0% | 168,031 | $5.6M |
| Compass Financial Services Inc | 2.00% | Add +10.0% | 135,804 | $4.5M |
| CENTRAL TRUST Co | 0.08% | Add +10.5% | 115,984 | $3.9M |
| Opes Wealth Management LLC | 0.64% | Add +3.0% | 109,931 | $3.7M |
| Private Capital Management, LLC | 0.31% | Add +13.6% | 101,542 | $3.4M |
| Jane Street Group, LLC | 0.00% | Add +203.6% | 95,509 | $3.2M |
| Avestar Capital, LLC | 0.22% | Reduce -8.0% | 94,553 | $3.1M |
| NewEdge Advisors, LLC | 0.01% | Add +63.9% | 66,512 | $2.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +81.5% | 66,428 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Add +107.2% | 62,271 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Add +52.5% | 57,255 | $1.9M |
| UBS Group AG | 0.00% | Reduce -1.1% | 47,334 | $1.6M |
| Tidemark, LLC | 0.45% | Add +79.9% | 46,821 | $1.6M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -1.6% | 43,766 | $1.5M |
| Visionary Wealth Advisors | 0.06% | Add +5.3% | 35,904 | $1.2M |
| Cresset Asset Management, LLC | 0.01% | Add +2.6% | 35,387 | $1.2M |
| Royal Bank of Canada | 0.00% | Add +64.8% | 33,564 | $1.1M |
| PFG Advisors | 0.05% | New | 33,318 | $1.1M |
| Creative Planning | 0.00% | No change | 27,098 | $902K |
| Arkadios Wealth Advisors | 0.02% | Add +32.9% | 27,027 | $899K |
| Prosperity Financial Group, Inc. | 0.32% | New | 25,856 | $860K |
| WCG Wealth Advisors LLC | 0.05% | Reduce -5.6% | 24,193 | $805K |
| Private Advisor Group, LLC | 0.00% | Add +1.1% | 20,886 | $695K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -12.3% | 20,020 | $674K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -8.3% | 18,134 | $603K |
| Cwm, LLC | 0.00% | Add +1228.8% | 16,583 | $552K |
| Oppenheimer & Co. Inc. | 0.01% | Add +0.2% | 14,248 | $474K |
| MML Investors Services, LLC | 0.00% | Add +26.0% | 12,443 | $414K |
| Klingman & Associates, LLC | 0.02% | No change | 11,935 | $397K |
| Apollon Wealth Management, LLC | 0.01% | No change | 11,221 | $373K |
| HB Wealth Management, LLC | 0.00% | Add +56.4% | 11,149 | $371K |
| Tactive Advisors, LLC | 0.10% | Add +23.2% | 10,860 | $361K |
| Merit Financial Group, LLC | 0.00% | No change | 10,403 | $346K |
| Kovack Advisors, Inc. | 0.03% | Add +15.0% | 10,156 | $338K |
| Ameritas Advisory Services, LLC | 0.02% | Add +221.7% | 9,650 | $321K |
| Collaborative Wealth Managment Inc. | 0.12% | Add +29.7% | 9,200 | $306K |
| Atlantic Private Wealth, LLC | 0.19% | No change | 8,793 | $293K |
| Synergy Investment Management, LLC | 0.10% | Add +3.0% | 7,850 | $261K |
| Avory & Company, LLC | 0.15% | No change | 7,527 | $250K |
| Commonwealth Equity Services, LLC | 0.00% | New | 7,452 | $248K |
| Pineridge Advisors LLC | 0.07% | Reduce -53.5% | 7,174 | $239K |
| White & Co Financial Planning Inc | 0.17% | Reduce -1.2% | 6,719 | $224K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 6,178 | $206K |
| REAP Financial Group, LLC | 0.02% | Reduce -3.8% | 2,750 | $91K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,198 | $40K |
| Comerica Bank | 0.00% | No change | 978 | $33K |
| Wealthspire Advisors, LLC | 0.00% | New | 773 | $26K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 661 | $22K |
| JPMorgan Chase & Co. | 0.00% | No change | 661 | $22K |
| Founders Financial Alliance, LLC | 0.00% | Add +33.8% | 594 | $20K |
| Geneos Wealth Management Inc. | 0.00% | New | 524 | $17K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 500 | $17K |
| Global Wealth Strategies & Associates | 0.00% | Reduce -67.5% | 499 | $17K |
| AE Wealth Management LLC | 0.00% | No change | 325 | $11K |
| Stance Capital LLC | 0.00% | New | 223 | $7K |
| Capital Analysts, LLC | 0.00% | New | 150 | $5K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -99.8% | 45 | $1K |
| Covestor Ltd | 0.00% | Add +2.6% | 40 | $1K |
| FMR LLC | 0.00% | Reduce -6.7% | 28 | $932 |
| Bridge Generations Wealth Management LLC | 0.00% | No change | 12 | $400 |
| Team Financial Group, LLC | 0.00% | No change | 8 | $278 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 2 | $67 |
| Wells Fargo & Company | 0.00% | Reduce -66.7% | 1 | $44 |
"% of holder's portfolio" is WTPI's weight in each manager's 13F, not the share of Wisdomtree Equity Premium Inc. the manager owns.