Wisdomtree Equity PremiumWTPIETF
13F holders, Q4 2025 (December 31)85holders +14
20new positions
9sold out
$33.02avg. 13F price*
At the end of Q4 2025, 85 institutions reported holding Wisdomtree Equity Premium Inc. (WTPI) in their 13F filings, up 14 from Q3 2025. 20 opened new positions and 9 sold out. The largest holders were LPL Financial LLC ($33.9M), Morgan Stanley ($21.7M) and Cary Street Partners Financial LLC ($10.0M).
- Company
- Wisdomtree Equity Premium Inc.
- CUSIP
- 97717X560
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $12.0M |
| Exits | 9 | $5.7M |
All 13F filers, Q3 2025 → Q4 2025: 1,492,105 shares bought and 1,105,381 shares sold, net +386,724 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 85 holders
| LPL Financial LLC | 0.01% | Add +268.1% | 1,027,662 | $33.9M |
| Morgan Stanley | 0.00% | Add +33.0% | 656,531 | $21.7M |
| Cary Street Partners Financial LLC | 0.25% | Reduce -70.0% | 302,958 | $10.0M |
| Castle Wealth Management LLC | 2.95% | Add +2.8% | 269,944 | $8.9M |
| Granite Bay Wealth Management, LLC | 2.12% | Add +13.3% | 265,494 | $8.8M |
| Trust Point Inc. | 0.60% | Reduce -0.5% | 228,617 | $7.5M |
| Solutions 4 Wealth, Ltd | 9.33% | Add +0.0% | 186,966 | $6.2M |
| Cetera Investment Advisers | 0.01% | Reduce -3.8% | 166,888 | $5.5M |
| Compass Financial Services Inc | 2.10% | Add +8.9% | 147,838 | $4.9M |
| CENTRAL TRUST Co | 0.08% | Add +8.0% | 125,285 | $4.1M |
| Opes Wealth Management LLC | 0.63% | Add +2.6% | 112,780 | $3.7M |
| Private Capital Management, LLC | 0.33% | Add +2.8% | 104,415 | $3.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +50.9% | 100,253 | $3.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -41.2% | 98,786 | $3.3M |
| WealthPlan Investment Management, LLC | 0.19% | New | 88,324 | $2.9M |
| UBS Group AG | 0.00% | Add +39.6% | 66,068 | $2.2M |
| Avestar Capital, LLC | 0.14% | Reduce -34.5% | 61,916 | $2.0M |
| PFG Investments, LLC | 0.08% | New | 54,492 | $1.8M |
| Tidemark, LLC | 0.49% | Add +11.8% | 52,362 | $1.7M |
| Royal Bank of Canada | 0.00% | Add +38.9% | 46,608 | $1.5M |
| Sanctuary Advisors, LLC | 0.01% | Add +2.1% | 44,690 | $1.5M |
| Resolute Capital, LLC | 0.59% | — | 42,873 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Reduce -37.1% | 41,824 | $1.4M |
| Arkadios Wealth Advisors | 0.03% | Add +42.8% | 38,604 | $1.3M |
| Visionary Wealth Advisors | 0.06% | Add +4.1% | 37,379 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -36.8% | 36,174 | $1.2M |
| TrueMark Investments, LLC | 0.22% | New | 34,568 | $1.1M |
| Cresset Asset Management, LLC | 0.00% | Reduce -11.0% | 31,494 | $1.0M |
| Cary Street Partners Investment Advisory LLC | 0.26% | New | 29,279 | $967K |
| Park Avenue Securities LLC | 0.01% | New | 28,795 | $951K |
| Cwm, LLC | 0.00% | Add +70.3% | 28,240 | $932K |
| CreativeOne Wealth, LLC | 0.02% | New | 26,328 | $869K |
| Prosperity Financial Group, Inc. | 0.30% | Reduce -3.4% | 24,979 | $825K |
| Diversify Advisory Services, LLC | 0.03% | Add +21.1% | 24,234 | $816K |
| Rockefeller Capital Management L.P. | 0.00% | New | 24,568 | $811K |
| Creative Planning | 0.00% | Reduce -10.9% | 24,145 | $797K |
| JPMorgan Chase & Co. | 0.00% | Add +3456.4% | 23,508 | $776K |
| Kestra Advisory Services, LLC | 0.00% | Add +19.6% | 21,697 | $716K |
| Private Advisor Group, LLC | 0.00% | Add +2.5% | 21,402 | $707K |
| WCG Wealth Advisors LLC | 0.02% | Reduce -15.4% | 20,461 | $676K |
| Kovack Advisors, Inc. | 0.03% | Add +86.0% | 18,886 | $624K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 16,199 | $535K |
| Avory & Company, LLC | 0.32% | Add +101.5% | 15,167 | $501K |
| WealthPLAN Partners, LLC | 0.07% | New | 14,078 | $465K |
| MML Investors Services, LLC | 0.00% | Add +11.4% | 13,866 | $458K |
| Meridian Wealth Management, LLC | 0.02% | New | 13,805 | $456K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | New | 11,822 | $390K |
| Apollon Wealth Management, LLC | 0.01% | No change | 11,221 | $371K |
| US Bancorp \de | 0.00% | New | 10,667 | $352K |
| Merit Financial Group, LLC | 0.00% | No change | 10,403 | $344K |
| Commonwealth Equity Services, LLC | 0.00% | Add +30.9% | 9,756 | $322K |
| Collaborative Wealth Managment Inc. | 0.11% | Add +4.5% | 9,610 | $317K |
| Atlantic Private Wealth, LLC | 0.19% | No change | 8,793 | $290K |
| Susquehanna International Group, LLP | 0.00% | Reduce -86.0% | 8,737 | $288K |
| Synergy Investment Management, LLC | 0.10% | Add +4.5% | 8,199 | $271K |
| HB Wealth Management, LLC | 0.00% | Reduce -26.5% | 8,194 | $271K |
| Tactive Advisors, LLC | 0.08% | Reduce -27.6% | 7,857 | $259K |
| White & Co Financial Planning Inc | 0.17% | Reduce -0.4% | 6,690 | $221K |
| Keating Financial Advisory Services, Inc. | 0.03% | — | 6,643 | $219K |
| Cascades Capital Asset Management, LLC | 0.06% | New | 4,100 | $135K |
| TD Private Client Wealth LLC | 0.00% | New | 3,305 | $109K |
| REAP Financial Group, LLC | 0.02% | Reduce -5.0% | 2,614 | $86K |
| Comerica Bank | 0.00% | Add +132.5% | 2,274 | $75K |
| Founders Financial Alliance, LLC | 0.01% | Add +141.3% | 1,433 | $47K |
| Triumph Capital Management | 0.01% | New | 1,400 | $46K |
| International Assets Investment Management, LLC | 0.00% | New | 1,238 | $41K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,198 | $40K |
| Wellington-Altus USA Inc. | 0.02% | — | 900 | $30K |
| Allworth Financial LP | 0.00% | New | 900 | $30K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 661 | $22K |
| Geneos Wealth Management Inc. | 0.00% | Add +4.6% | 548 | $18K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 500 | $17K |
| Global Wealth Strategies & Associates | 0.00% | No change | 499 | $16K |
| AE Wealth Management LLC | 0.00% | No change | 325 | $11K |
| PNC Financial Services Group, Inc. | 0.00% | New | 214 | $7K |
| Smartleaf Asset Management LLC | 0.00% | Add +15.6% | 52 | $2K |
| FMR LLC | 0.00% | Add +28.6% | 36 | $1K |
| Covestor Ltd | 0.00% | No change | 40 | $1K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 20 | $667 |
| Blair William & Co. | 0.00% | New | 18 | $600 |
| SHP Wealth Management | 0.00% | — | 14 | $462 |
| Bridge Generations Wealth Management LLC | 0.00% | No change | 12 | $397 |
| Team Financial Group, LLC | 0.00% | Add +12.5% | 9 | $288 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 2 | $67 |
| Wells Fargo & Company | 0.00% | No change | 1 | $31 |
"% of holder's portfolio" is WTPI's weight in each manager's 13F, not the share of Wisdomtree Equity Premium Inc. the manager owns.