Wisdomtree Equity PremiumWTPIETF
13F holders, Q1 2026 (March 31)90holders +5
19new positions
14sold out
$31.91avg. 13F price*
At the end of Q1 2026, 90 institutions reported holding Wisdomtree Equity Premium Inc. (WTPI) in their 13F filings, up 5 from Q4 2025. 19 opened new positions and 14 sold out. The largest holders were LPL Financial LLC ($53.1M), Granite Bay Wealth Management, LLC ($38.4M) and Morgan Stanley ($21.5M).
- Company
- Wisdomtree Equity Premium Inc.
- CUSIP
- 97717X560
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $13.1M |
| Exits | 14 | $6.5M |
All 13F filers, Q4 2025 → Q1 2026: 2,734,365 shares bought and 380,313 shares sold, net +2,354,052 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 90 holders
| LPL Financial LLC | 0.01% | Add +62.0% | 1,665,333 | $53.1M |
| Granite Bay Wealth Management, LLC | 8.17% | Add +353.4% | 1,203,749 | $38.4M |
| Morgan Stanley | 0.00% | Add +2.5% | 673,104 | $21.5M |
| Cary Street Partners Financial LLC | 0.26% | Add +8.1% | 327,587 | $10.5M |
| Castle Wealth Management LLC | 2.85% | Add +2.1% | 275,608 | $8.8M |
| WealthPlan Investment Management, LLC | 0.44% | Add +177.2% | 244,805 | $7.8M |
| Raymond James Financial Inc. | 0.00% | Add +145.7% | 242,710 | $7.7M |
| Solutions 4 Wealth, Ltd | 9.45% | Add +5.4% | 196,992 | $6.3M |
| Cetera Investment Advisers | 0.01% | Add +12.6% | 187,979 | $6.0M |
| Alpine Bank Wealth Management | 0.77% | New | 165,323 | $5.3M |
| Compass Financial Services Inc | 2.20% | Add +7.5% | 158,923 | $5.1M |
| Kestra Advisory Services, LLC | 0.02% | Add +545.6% | 140,084 | $4.5M |
| CENTRAL TRUST Co | 0.08% | Reduce -0.6% | 124,544 | $4.0M |
| US Bancorp \de | 0.00% | Add +988.5% | 116,111 | $3.7M |
| Opes Wealth Management LLC | 0.63% | Add +2.6% | 115,731 | $3.7M |
| Private Capital Management, LLC | 0.37% | Add +9.9% | 114,716 | $3.7M |
| Trust Point Inc. | 0.31% | Reduce -51.1% | 111,816 | $3.6M |
| UBS Group AG | 0.00% | Add +12.5% | 74,301 | $2.4M |
| Avestar Capital, LLC | 0.13% | Reduce -5.0% | 58,804 | $1.9M |
| PFG Investments, LLC | 0.08% | Add +2.0% | 55,592 | $1.8M |
| Tidemark, LLC | 0.44% | Add +4.3% | 54,631 | $1.7M |
| Cwm, LLC | 0.00% | Add +85.5% | 52,391 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Add +42.1% | 51,408 | $1.6M |
| Lanark Financial, Inc. | 0.12% | New | 50,957 | $1.6M |
| Jane Street Group, LLC | 0.00% | New | 50,086 | $1.6M |
| Resolute Capital, LLC | 0.63% | Add +13.8% | 48,804 | $1.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -52.3% | 47,786 | $1.5M |
| Royal Bank of Canada | 0.00% | Add +1.2% | 47,173 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Add +12.7% | 47,141 | $1.5M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -2.0% | 43,787 | $1.4M |
| Visionary Wealth Advisors | 0.06% | Add +8.5% | 40,560 | $1.3M |
| Arkadios Wealth Advisors | 0.02% | Reduce -6.4% | 36,130 | $1.2M |
| Creative Planning | 0.00% | Add +42.4% | 34,375 | $1.1M |
| Cary Street Partners Investment Advisory LLC | 0.28% | Add +16.1% | 33,984 | $1.1M |
| JPMorgan Chase & Co. | 0.00% | Add +46.4% | 34,408 | $1.1M |
| Cresset Asset Management, LLC | 0.00% | Add +3.5% | 32,611 | $1.0M |
| Prosperity Financial Group, Inc. | 0.35% | Add +20.3% | 30,051 | $959K |
| Diversify Wealth Management, LLC | 0.02% | New | 25,851 | $847K |
| MML Investors Services, LLC | 0.00% | Add +71.1% | 23,728 | $757K |
| Private Advisor Group, LLC | 0.00% | Add +3.5% | 22,148 | $707K |
| Harbour Investments, Inc. | 0.01% | New | 21,633 | $690K |
| Kovack Advisors, Inc. | 0.03% | Add +6.4% | 20,096 | $641K |
| WealthPLAN Partners, LLC | 0.11% | Add +26.9% | 17,866 | $570K |
| WCG Wealth Advisors LLC | 0.02% | Reduce -12.8% | 17,846 | $569K |
| Milestone Asset Management, LLC | 0.10% | New | 17,574 | $561K |
| Western Wealth Management, LLC | 0.02% | New | 15,821 | $505K |
| Maridea Wealth Management LLC | 0.07% | New | 15,504 | $495K |
| Avory & Company, LLC | 0.63% | No change | 15,167 | $484K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +19.5% | 14,132 | $451K |
| Commonwealth Equity Services, LLC | 0.00% | Add +23.7% | 12,064 | $385K |
| Apollon Wealth Management, LLC | 0.01% | No change | 11,221 | $358K |
| Advyzon Investment Management, LLC | 0.03% | New | 10,667 | $340K |
| Merit Financial Group, LLC | 0.00% | No change | 10,403 | $332K |
| Tactive Advisors, LLC | 0.09% | Add +20.9% | 9,502 | $303K |
| Atlantic Private Wealth, LLC | 0.18% | No change | 8,793 | $281K |
| Synergy Investment Management, LLC | 0.09% | Add +1.8% | 8,346 | $266K |
| HB Wealth Management, LLC | 0.00% | Add +0.8% | 8,259 | $264K |
| Integrated Wealth Concepts LLC | 0.00% | New | 7,842 | $250K |
| Roan Capital Partners | 0.23% | — | 7,763 | $248K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 6,953 | $222K |
| Cerity Partners LLC | 0.00% | New | 6,573 | $210K |
| Alessandra Capital Management, LLC | 0.18% | New | 6,456 | $206K |
| White & Co Financial Planning Inc | 0.14% | Reduce -6.0% | 6,291 | $201K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 5,711 | $182K |
| REAP Financial Group, LLC | 0.01% | Reduce -11.7% | 2,307 | $74K |
| Fifth Third Bancorp | 0.00% | New | 2,216 | $71K |
| Wellington-Altus USA Inc. | 0.03% | Add +69.4% | 1,525 | $50K |
| Founders Financial Alliance, LLC | 0.01% | No change | 1,433 | $46K |
| Triumph Capital Management | 0.01% | No change | 1,400 | $45K |
| International Assets Investment Management, LLC | 0.00% | Add +0.5% | 1,244 | $40K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,198 | $38K |
| Allworth Financial LP | 0.00% | Add +16.7% | 1,050 | $34K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 661 | $21K |
| TD Private Client Wealth LLC | 0.00% | Reduce -80.6% | 642 | $20K |
| Geneos Wealth Management Inc. | 0.00% | Add +1.8% | 558 | $18K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 500 | $16K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 500 | $16K |
| Global Wealth Strategies & Associates | 0.00% | No change | 499 | $16K |
| SWAN Capital LLC | 0.01% | New | 466 | $15K |
| FMR LLC | 0.00% | Add +866.7% | 348 | $11K |
| Operose Advisors LLC | 0.00% | New | 328 | $10K |
| AE Wealth Management LLC | 0.00% | No change | 325 | $10K |
| Stance Capital LLC | 0.00% | New | 233 | $7K |
| Smartleaf Asset Management LLC | 0.00% | No change | 52 | $2K |
| Covestor Ltd | 0.00% | No change | 40 | $1K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 20 | $645 |
| SHP Wealth Management | 0.00% | No change | 14 | $447 |
| Team Financial Group, LLC | 0.00% | No change | 9 | $283 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 2 | $64 |
| Wells Fargo & Company | 0.00% | No change | 1 | $18 |
"% of holder's portfolio" is WTPI's weight in each manager's 13F, not the share of Wisdomtree Equity Premium Inc. the manager owns.