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WisdomTree Equity Premium Income Fund (WTPI) Institutional Ownership

$33.17 +0.11 (+0.33%)
As of 02:18 PM Eastern
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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)
$191.22M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$26.68M
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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
5/19/2026 Western Wealth Management LLC15,821$505K0.0%N/A0.113%
5/19/2026 NewEdge Advisors LLC47,141$1.50M0.0%+12.7%0.336%
5/19/2026 Arkadios Wealth Advisors36,130$1.15M0.0%-6.4%0.257%
5/18/2026 Royal Bank of Canada47,173$1.51M0.0%+1.2%0.336%
5/13/2026 Cetera Investment Advisers187,979$6.00M0.0%+12.6%1.338%
5/7/2026 White & Co Financial Planning Inc6,291$201K0.1%-6.0%0.045%
5/5/2026 Sanctuary Advisors LLC43,787$1.40M0.0%-2.0%0.312%
5/2/2026 Diversify Wealth Management LLC25,851$847K0.0%N/A0.184%
5/1/2026 Castle Wealth Management LLC275,608$8.80M2.9%+2.1%1.962%
5/1/2026 Fifth Third Bancorp2,216$71K0.0%N/A0.016%
5/1/2026 Compass Financial Services Inc158,923$5.07M2.2%+7.5%1.131%
5/1/2026 Granite Bay Wealth Management LLC1,203,749$38.41M8.2%+353.4%8.568%
4/30/2026 Kestra Advisory Services LLC140,084$4.47M0.0%+545.6%0.997%
4/29/2026 WealthPLAN Partners LLC17,866$570K0.1%+26.9%0.127%
4/27/2026 PFG Investments LLC55,592$1.77M0.1%+2.0%0.399%
4/27/2026 Private Advisor Group LLC22,148$707K0.0%+3.5%0.159%
4/21/2026 Maridea Wealth Management LLC15,504$495K0.1%N/A0.113%
4/20/2026 Kestra Private Wealth Services LLC6,953$222K0.0%N/A0.051%
4/18/2026 CENTRAL TRUST Co124,544$3.97M0.1%-0.6%0.906%
4/16/2026 Tactive Advisors LLC9,502$303K0.1%+20.9%0.069%
3/17/2026 Rockefeller Capital Management L.P.24,568$811K0.0%N/A0.206%
2/27/2026 Compass Financial Services Inc147,838$4.88M2.1%+8.9%1.242%
2/24/2026 Avory & Company LLC15,167$501K0.3%+101.5%0.127%
2/18/2026 NewEdge Advisors LLC41,824$1.38M0.0%-37.1%0.351%
2/18/2026 Private Capital Management LLC104,415$3.45M0.3%+2.8%0.877%
2/17/2026 Cetera Investment Advisers166,888$5.51M0.0%-3.8%1.402%
2/17/2026 Kovack Advisors Inc.18,886$624K0.0%+86.0%0.159%
2/17/2026 Osaic Holdings Inc.36,174$1.20M0.0%-36.8%0.304%
2/17/2026 Royal Bank of Canada46,608$1.54M0.0%+38.9%0.392%
2/16/2026 MML Investors Services LLC13,866$458K0.0%+11.4%0.117%
2/13/2026 Kestra Advisory Services LLC21,697$716K0.0%+19.6%0.182%
2/13/2026 CreativeOne Wealth LLC26,328$869K0.0%N/A0.221%
2/13/2026 Visionary Wealth Advisors37,379$1.23M0.1%+4.1%0.314%
2/13/2026 Arkadios Wealth Advisors38,604$1.28M0.0%+42.8%0.324%
2/12/2026 Commonwealth Equity Services LLC9,756$322K0.0%+30.9%0.082%
2/12/2026 WealthPLAN Partners LLC14,078$465K0.1%N/A0.118%
2/12/2026 Founders Financial Alliance LLC1,433$47K0.0%+141.2%0.012%
2/12/2026 Kovack Advisors Inc.18,886$629K0.0%+86.0%0.159%
2/11/2026 LPL Financial LLC1,027,662$33.93M0.0%+268.1%8.636%
2/10/2026 WCG Wealth Advisors LLC20,461$676K0.0%-15.4%0.172%
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2/10/2026 Avestar Capital LLC61,916$2.04M0.1%-34.5%0.520%
2/10/2026 Tidemark LLC52,362$1.73M0.5%+11.8%0.440%
2/10/2026 Resolute Capital LLC42,873$1.42M0.6%N/A0.360%
2/9/2026 Collaborative Wealth Managment Inc.9,610$317K0.1%+4.5%0.081%
2/9/2026 Cary Street Partners Investment Advisory LLC29,279$967K0.3%N/A0.246%
2/9/2026 Cary Street Partners Financial LLC302,958$10.00M0.2%-70.0%2.546%
2/6/2026 Synergy Investment Management LLC8,199$271K0.1%+4.4%0.069%
2/6/2026 Envestnet Portfolio Solutions Inc.16,199$535K0.0%N/A0.136%
2/5/2026 TD Private Client Wealth LLC3,305$109K0.0%N/A0.028%
2/5/2026 WealthPlan Investment Management LLC88,324$2.92M0.2%N/A0.742%
2/5/2026 Granite Bay Wealth Management LLC265,494$8.77M2.1%+13.3%2.231%
2/5/2026 Allworth Financial LP900$30K0.0%N/A0.008%
2/4/2026 Cascades Capital Asset Management LLC4,100$135K0.1%N/A0.034%
2/4/2026 Meridian Wealth Management LLC13,805$456K0.0%N/A0.116%
2/3/2026 International Assets Investment Management LLC1,238$41K0.0%N/A0.010%
2/2/2026 CENTRAL TRUST Co125,285$4.14M0.1%+8.0%1.053%
2/2/2026 Opes Wealth Management LLC112,780$3.72M0.6%+2.6%0.948%
1/29/2026Comerica Bank2,274$75K0.0%+132.5%0.020%
1/29/2026 UBS Group AG66,068$2.18M0.0%+39.6%0.590%
1/29/2026 Sanctuary Advisors LLC44,690$1.48M0.0%+2.1%0.399%
1/28/2026 HB Wealth Management LLC8,194$271K0.0%-26.5%0.073%
1/26/2026 Prosperity Financial Group Inc.24,979$825K0.3%-3.4%0.223%
1/26/2026 CWM LLC28,240$932K0.0%+70.3%0.252%
1/26/2026 PFG Investments LLC54,492$1.80M0.1%N/A0.487%
1/23/2026 U.S. Capital Wealth Advisors LLC11,822$390K0.0%N/A0.106%
1/23/2026 Diversify Advisory Services LLC24,234$816K0.0%+21.0%0.217%
1/22/2026 Castle Wealth Management LLC269,944$8.91M3.0%+2.8%2.421%
1/14/2026 TrueMark 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%
1/5/2026 Park Avenue Securities LLC28,795$951K0.0%N/A0.268%
12/23/2025 Triumph Capital Management1,400$47K0.0%N/A0.015%
11/24/2025 Opes Wealth Management LLC109,931$3.66M0.6%N/A1.151%
11/17/2025 NewEdge Advisors LLC66,512$2.21M0.0%N/A0.696%
11/17/2025 Triumph Capital Management1,400$47K0.0%N/A0.015%
11/17/2025 Susquehanna International Group LLP62,271$2.07M0.0%N/A0.652%
11/17/2025 Private Capital Management LLC101,542$3.38M0.3%N/A1.063%
11/17/2025 Prosperity Financial Group Inc.25,856$860K0.3%N/A0.271%
11/14/2025 Creative Planning27,098$902K0.0%N/A0.284%
11/14/2025 Raymond James Financial Inc.168,031$5.59M0.0%N/A1.759%
11/14/2025Comerica Bank978$33K0.0%N/A0.010%
11/14/2025 WCG Wealth Advisors LLC24,193$805K0.1%N/A0.253%
11/13/2025 UBS Group AG47,334$1.58M0.0%N/A0.496%
11/13/2025 Private Advisor Group LLC20,886$695K0.0%N/A0.219%
11/13/2025 PFG Advisors33,318$1.11M0.0%N/A0.349%
11/13/2025 Diversify Advisory Services LLC20,020$674K0.0%N/A0.210%
11/12/2025 Cresset Asset Management LLC35,740$1.19M0.0%N/A0.374%
11/10/2025 Cary Street Partners Financial LLC1,009,913$33.60M0.9%N/A10.575%
11/10/2025 Kovack Advisors Inc.10,156$338K0.0%N/A0.106%
11/7/2025 Avestar Capital LLC94,553$3.15M0.2%N/A0.990%
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11/7/2025 Collaborative Wealth Managment Inc.9,200$306K0.1%N/A0.096%
11/7/2025 Synergy Investment Management LLC7,850$261K0.1%N/A0.082%
11/6/2025 Ameritas Advisory Services LLC9,650$321K0.0%N/A0.101%
11/6/2025 CENTRAL TRUST Co115,984$3.86M0.1%N/A1.214%
11/6/2025 Oppenheimer & Co. Inc.14,248$474K0.0%N/A0.149%
11/6/2025 REAP Financial Group LLC2,750$91K0.0%N/A0.029%
11/5/2025 Envestnet Asset Management Inc.66,428$2.21M0.0%N/A0.696%
11/4/2025 Solutions 4 Wealth Ltd186,902$6.22M9.6%N/A1.957%
11/4/2025 Compass Financial Services Inc135,804$4.52M2.0%N/A1.422%
11/4/2025Pineridge Advisors LLC7,174$239K0.1%N/A0.075%


WTPI Institutional Ownership - Frequently Asked Questions

During the previous two years, 75 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), Trust Point Inc. ($7.55M), Solutions 4 Wealth Ltd ($6.22M), and Cetera Investment Advisers ($6.00M).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 5,805,387 shares in the last 24 months. This purchase volume represents approximately $191.22M in transactions.

Of the 14 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 ($24.69K), Osaic Holdings Inc. ($21.08K), Cetera Investment Advisers ($6.54K), WCG Wealth Advisors LLC ($3.73K), and Tactive Advisors LLC ($3.00K).

Institutional investors have sold a total of 808,124 shares in the last 24 months. This volume of shares sold represents approximately $26.68M in transactions.


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This page (NYSEARCA:WTPI) was last updated on 5/28/2026 by MarketBeat.com Staff.
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