Free Trial
→ Iran War Shock: What I Was Told In That Private Meeting (From Banyan Hill Publishing) (Ad)tc pixel Free WTPI Stock Alerts

WisdomTree Equity Premium Income Fund (WTPI) Institutional Ownership

$33.21 -0.04 (-0.12%)
Closing price 04:10 PM Eastern
Extended Trading
$33.20 -0.01 (-0.04%)
As of 04:25 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.
Compare

Institutional Ownership Changes (13F Filings) for WisdomTree Equity Premium Income Fund (NYSEARCA:WTPI)

Number of
Institutional Buyers
(last 12 months)
76
Total
Institutional Inflows
(last 12 months)
$192.41M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$28.22M
Get WTPI Insider Trade Alerts

Want to know when executives and insiders are buying or selling WisdomTree Equity Premium Income Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

WTPI Institutional Buying and Selling by Quarter

WisdomTree Equity Premium Income Fund Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/23/2026Envestnet Asset Management Inc.33,982$1.11M0.0%-28.9%0.207%
9/9/2026NewEdge Advisors LLC40,600$1.33M0.0%-13.9%0.269%
9/8/2026Allworth Financial LP2,150$70K0.0%+104.8%0.014%
8/23/2026Ameritas Advisory Services LLC9,817$322K0.0%N/A0.065%
8/22/2026Highland Investment Advisors LLC783$26K0.0%N/A0.005%
8/18/2026Pin Oak Investment Advisors Inc.1,030$34K0.0%N/A0.007%
7/9/2026Tactive Advisors LLC12,432$408K0.1%+30.8%0.083%
7/9/2026Roan Capital Partners7,227$237K0.2%-6.9%0.048%
7/8/2026Trust 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%
4/16/2026Tactive 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%
Ready to give options a try? Your first trade (Ticker included) -INSIDE (Ad)

Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and stinging losses? Dave Aquino is giving away the exact 11-hour options strategy he uses in volatile markets. You get the plain English blueprint behind the strategy and the very same "rinse and repeat" ticker he's traded nearly 900 times with a 95.3% success rate. It's so simple to understand, you could trade it tomorrow.tc pixel

Send me my free guide
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%
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%
1/13/2026Trust Point Inc.228,617$7.55M0.6%-0.5%2.117%
1/9/2026Tactive 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%
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (Ad)

Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top S&P 500 stock for 12 years running—and today, he's giving away his #1 AI stock pick for 2026, free. This company's sales are up 28% year over year, it holds over 30,000 patents in wireless and video technology, and it just earned an A-rating in his proprietary Stock Grader system that has cost him $9 million to build and maintain.tc pixel

Get the name and ticker of Louis Navellier's #1 AI stock free
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%
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%


WTPI Institutional Ownership - Frequently Asked Questions

During the previous two years, 78 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 76 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 5,842,185 shares in the last 24 months. This purchase volume represents approximately $192.41M in transactions.

Of the 16 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), NewEdge Advisors LLC ($31.23K), Trust Point Inc. ($27.13K), Osaic Holdings Inc. ($21.08K), Envestnet Asset Management Inc. ($13.80K), and Cetera Investment Advisers ($6.54K).

Institutional investors have sold a total of 854,999 shares in the last 24 months. This volume of shares sold represents approximately $28.22M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:WTPI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
From Our Partners
The $15 Gold Fund That Pays Up to $1,152/Month
Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying...
Investors Alley | Sponsoredtc pixel
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Trump's New Dollar
Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. doll...
Porter & Company | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel