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WisdomTree Equity Premium Income Fund (WTPI) Institutional Ownership

$33.10 0.00 (0.00%)
Closing price 07/10/2026 04:10 PM Eastern
Extended Trading
$33.04 -0.06 (-0.18%)
As of 07/10/2026 05:14 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for WisdomTree Equity Premium Income Fund (NYSEARCA:WTPI)

Number of
Institutional Buyers
(last 12 months)
74
Total
Institutional Inflows
(last 12 months)
$191.99M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$27.55M
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WTPI Institutional Buying and Selling by Quarter

WisdomTree Equity Premium Income Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/9/2026 Tactive Advisors LLC12,432$408K0.1%+30.8%0.083%
7/9/2026 Roan Capital Partners7,227$237K0.2%-6.9%0.048%
7/8/2026 Trust Point Inc.85,822$2.81M0.2%-23.2%0.574%
6/18/2026Western Wealth Management LLC15,821$505K0.0%N/A0.113%
6/3/2026NewEdge Advisors LLC47,141$1.50M0.0%+12.7%0.336%
5/19/2026Western Wealth Management LLC15,821$505K0.0%N/A0.113%
5/19/2026NewEdge Advisors LLC47,141$1.50M0.0%+12.7%0.336%
5/19/2026Arkadios Wealth Advisors36,130$1.15M0.0%-6.4%0.257%
5/18/2026Royal Bank of Canada47,173$1.51M0.0%+1.2%0.336%
5/13/2026Cetera Investment Advisers187,979$6.00M0.0%+12.6%1.338%
5/7/2026White & Co Financial Planning Inc6,291$201K0.1%-6.0%0.045%
5/5/2026Sanctuary Advisors LLC43,787$1.40M0.0%-2.0%0.312%
5/2/2026Diversify Wealth Management LLC25,851$847K0.0%N/A0.184%
5/1/2026Castle Wealth Management LLC275,608$8.80M2.9%+2.1%1.962%
5/1/2026Fifth Third Bancorp2,216$71K0.0%N/A0.016%
5/1/2026Compass Financial Services Inc158,923$5.07M2.2%+7.5%1.131%
5/1/2026Granite Bay Wealth Management LLC1,203,749$38.41M8.2%+353.4%8.568%
4/30/2026Kestra Advisory Services LLC140,084$4.47M0.0%+545.6%0.997%
4/29/2026WealthPLAN Partners LLC17,866$570K0.1%+26.9%0.127%
4/27/2026PFG Investments LLC55,592$1.77M0.1%+2.0%0.399%
4/27/2026Private Advisor Group LLC22,148$707K0.0%+3.5%0.159%
4/21/2026Maridea Wealth Management LLC15,504$495K0.1%N/A0.113%
4/20/2026Kestra Private Wealth Services LLC6,953$222K0.0%N/A0.051%
4/18/2026CENTRAL TRUST Co124,544$3.97M0.1%-0.6%0.906%
4/16/2026 Tactive Advisors LLC9,502$303K0.1%+20.9%0.069%
3/17/2026Rockefeller Capital Management L.P.24,568$811K0.0%N/A0.206%
2/27/2026Compass Financial Services Inc147,838$4.88M2.1%+8.9%1.242%
2/24/2026Avory & Company LLC15,167$501K0.3%+101.5%0.127%
2/18/2026NewEdge Advisors LLC41,824$1.38M0.0%-37.1%0.351%
2/18/2026Private Capital Management LLC104,415$3.45M0.3%+2.8%0.877%
2/17/2026Cetera Investment Advisers166,888$5.51M0.0%-3.8%1.402%
2/17/2026Kovack Advisors Inc.18,886$624K0.0%+86.0%0.159%
2/17/2026Osaic Holdings Inc.36,174$1.20M0.0%-36.8%0.304%
2/17/2026Royal Bank of Canada46,608$1.54M0.0%+38.9%0.392%
2/16/2026MML Investors Services LLC13,866$458K0.0%+11.4%0.117%
2/13/2026Kestra Advisory Services LLC21,697$716K0.0%+19.6%0.182%
2/13/2026CreativeOne Wealth LLC26,328$869K0.0%N/A0.221%
2/13/2026Visionary Wealth Advisors37,379$1.23M0.1%+4.1%0.314%
2/13/2026Arkadios Wealth Advisors38,604$1.28M0.0%+42.8%0.324%
2/12/2026Commonwealth Equity Services LLC9,756$322K0.0%+30.9%0.082%
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2/12/2026WealthPLAN Partners LLC14,078$465K0.1%N/A0.118%
2/12/2026Founders Financial Alliance LLC1,433$47K0.0%+141.2%0.012%
2/12/2026Kovack Advisors Inc.18,886$629K0.0%+86.0%0.159%
2/11/2026LPL Financial LLC1,027,662$33.93M0.0%+268.1%8.636%
2/10/2026WCG Wealth Advisors LLC20,461$676K0.0%-15.4%0.172%
2/10/2026Avestar Capital LLC61,916$2.04M0.1%-34.5%0.520%
2/10/2026Tidemark LLC52,362$1.73M0.5%+11.8%0.440%
2/10/2026Resolute Capital LLC42,873$1.42M0.6%N/A0.360%
2/9/2026Collaborative Wealth Managment Inc.9,610$317K0.1%+4.5%0.081%
2/9/2026Cary Street Partners Investment Advisory LLC29,279$967K0.3%N/A0.246%
2/9/2026Cary Street Partners Financial LLC302,958$10.00M0.2%-70.0%2.546%
2/6/2026Synergy Investment Management LLC8,199$271K0.1%+4.4%0.069%
2/6/2026Envestnet Portfolio Solutions Inc.16,199$535K0.0%N/A0.136%
2/5/2026TD Private Client Wealth LLC3,305$109K0.0%N/A0.028%
2/5/2026WealthPlan Investment Management LLC88,324$2.92M0.2%N/A0.742%
2/5/2026Granite Bay Wealth Management LLC265,494$8.77M2.1%+13.3%2.231%
2/5/2026Allworth Financial LP900$30K0.0%N/A0.008%
2/4/2026Cascades Capital Asset Management LLC4,100$135K0.1%N/A0.034%
2/4/2026Meridian Wealth Management LLC13,805$456K0.0%N/A0.116%
2/3/2026International Assets Investment Management LLC1,238$41K0.0%N/A0.010%
2/2/2026CENTRAL TRUST Co125,285$4.14M0.1%+8.0%1.053%
2/2/2026Opes Wealth Management LLC112,780$3.72M0.6%+2.6%0.948%
1/29/2026Comerica Bank2,274$75K0.0%+132.5%0.020%
1/29/2026UBS Group AG66,068$2.18M0.0%+39.6%0.590%
1/29/2026Sanctuary Advisors LLC44,690$1.48M0.0%+2.1%0.399%
1/28/2026HB Wealth Management LLC8,194$271K0.0%-26.5%0.073%
1/26/2026Prosperity Financial Group Inc.24,979$825K0.3%-3.4%0.223%
1/26/2026CWM LLC28,240$932K0.0%+70.3%0.252%
1/26/2026PFG Investments LLC54,492$1.80M0.1%N/A0.487%
1/23/2026U.S. Capital Wealth Advisors LLC11,822$390K0.0%N/A0.106%
1/23/2026Diversify Advisory Services LLC24,234$816K0.0%+21.0%0.217%
1/22/2026Castle Wealth Management LLC269,944$8.91M3.0%+2.8%2.421%
1/14/2026TrueMark Investments LLC34,568$1.14M0.2%N/A0.316%
1/13/2026 Trust Point Inc.228,617$7.55M0.6%-0.5%2.117%
1/9/2026 Tactive Advisors LLC7,857$259K0.1%-27.7%0.073%
1/5/2026Park Avenue Securities LLC28,795$951K0.0%N/A0.268%
12/23/2025Triumph Capital Management1,400$47K0.0%N/A0.015%
11/24/2025Opes Wealth Management LLC109,931$3.66M0.6%N/A1.151%
11/17/2025NewEdge Advisors LLC66,512$2.21M0.0%N/A0.696%
11/17/2025Triumph Capital Management1,400$47K0.0%N/A0.015%
11/17/2025Susquehanna International Group LLP62,271$2.07M0.0%N/A0.652%
11/17/2025Private Capital Management LLC101,542$3.38M0.3%N/A1.063%
11/17/2025Prosperity Financial Group Inc.25,856$860K0.3%N/A0.271%
11/14/2025Creative Planning27,098$902K0.0%N/A0.284%
11/14/2025Raymond James Financial Inc.168,031$5.59M0.0%N/A1.759%
11/14/2025Comerica Bank978$33K0.0%N/A0.010%
11/14/2025WCG Wealth Advisors LLC24,193$805K0.1%N/A0.253%
11/13/2025UBS Group AG47,334$1.58M0.0%N/A0.496%
11/13/2025Private Advisor Group LLC20,886$695K0.0%N/A0.219%
11/13/2025PFG Advisors33,318$1.11M0.0%N/A0.349%
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11/13/2025Diversify Advisory Services LLC20,020$674K0.0%N/A0.210%
11/12/2025Cresset Asset Management LLC35,740$1.19M0.0%N/A0.374%
11/10/2025Cary Street Partners Financial LLC1,009,913$33.60M0.9%N/A10.575%
11/10/2025Kovack Advisors Inc.10,156$338K0.0%N/A0.106%
11/7/2025Avestar Capital LLC94,553$3.15M0.2%N/A0.990%
11/7/2025Collaborative Wealth Managment Inc.9,200$306K0.1%N/A0.096%
11/7/2025Synergy Investment Management LLC7,850$261K0.1%N/A0.082%
11/6/2025Ameritas Advisory Services LLC9,650$321K0.0%N/A0.101%
11/6/2025CENTRAL TRUST Co115,984$3.86M0.1%N/A1.214%
11/6/2025Oppenheimer & Co. Inc.14,248$474K0.0%N/A0.149%


WTPI Institutional Ownership - Frequently Asked Questions

During the previous two years, 76 institutional investors and hedge funds held shares of WisdomTree Equity Premium Income Fund. The most heavily invested institutionals were Granite Bay Wealth Management LLC ($38.41M), LPL Financial LLC ($33.93M), Cary Street Partners Financial LLC ($10.00M), Castle Wealth Management LLC ($8.80M), Solutions 4 Wealth Ltd ($6.22M), Cetera Investment Advisers ($6.00M), and Raymond James Financial Inc. ($5.59M).Learn more on WisdomTree Equity Premium Income Fund's institutional investors.

Of the 74 institutional investors that purchased WisdomTree Equity Premium Income Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Granite Bay Wealth Management LLC ($1.20M), Cary Street Partners Financial LLC ($1.01M), LPL Financial LLC ($748.49K), Castle Wealth Management LLC ($275.61K), Trust Point Inc. ($229.75K), Solutions 4 Wealth Ltd ($186.90K), and Raymond James Financial Inc. ($168.03K).

Institutional investors have bought a total of 5,829,455 shares in the last 24 months. This purchase volume represents approximately $191.99M in transactions.

Of the 15 institutional investors that sold WisdomTree Equity Premium Income Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cary Street Partners Financial LLC ($706.96K), Avestar Capital LLC ($32.64K), Trust Point Inc. ($27.13K), NewEdge Advisors LLC ($24.69K), Osaic Holdings Inc. ($21.08K), Cetera Investment Advisers ($6.54K), and WCG Wealth Advisors LLC ($3.73K).

Institutional investors have sold a total of 834,654 shares in the last 24 months. This volume of shares sold represents approximately $27.55M in transactions.


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This page (NYSEARCA:WTPI) was last updated on 7/13/2026 by MarketBeat.com Staff.
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