WISDOMTREE EQUITY PREMIUM IN WTPI
$32.85
+0.1% 52w: $27.76 – $32.99
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data27.7630.3732.99
Jun 20, 2025 Jul 2, 2026
Institutional holders
89
+5 QoQ
13F value
$234.9M
+42.2% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
calls only
$287K calls / — puts
Institutional value by quarter
Number of holders
Who owns WTPI?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 1.7M | $53.1M | 0.0% | +62.1% |
| Granite Bay Wealth Management, LLC | Wealth advisor | 1.2M | $38.4M | 8.2% | +353.4% |
| MORGAN STANLEY | Bank broker | 673.1K | $21.5M | 0.0% | +2.5% |
| CARY STREET PARTNERS FINANCIAL LLC | Wealth advisor | 327.6K | $10.5M | 0.3% | +8.1% |
| CASTLE WEALTH MANAGEMENT LLC | Wealth advisor | 275.6K | $8.8M | 2.9% | +2.1% |
| WealthPlan Investment Management, LLC | Wealth advisor | 244.8K | $7.8M | 0.4% | +177.2% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 242.7K | $7.7M | 0.0% | +145.7% |
| Solutions 4 Wealth, Ltd | Wealth advisor | 197.0K | $6.3M | 9.5% | +5.4% |
| Cetera Investment Advisers | Wealth advisor | 188.0K | $6.0M | 0.0% | +12.6% |
| Alpine Bank Wealth Management | Wealth advisor | 165.3K | $5.3M | 0.8% | New |
| Compass Financial Services Inc | Wealth advisor | 158.9K | $5.1M | 2.2% | +7.5% |
| Kestra Advisory Services, LLC | Wealth advisor | 140.1K | $4.5M | 0.0% | +545.6% |
| CENTRAL TRUST Co | Diversified mechanical | 124.5K | $4.0M | 0.1% | -0.6% |
| US BANCORP \DE\ | Wealth advisor | 116.1K | $3.7M | 0.0% | +988.5% |
| Opes Wealth Management LLC | Wealth advisor | 115.7K | $3.7M | 0.6% | +2.6% |
| Private Capital Management, LLC ★2 | Fundamental diversified | 114.7K | $3.7M | 0.4% | +9.9% |
| TRUST POINT INC. | Wealth advisor | 111.8K | $3.6M | 0.3% | -51.1% |
| UBS Group AG | Bank broker | 74.3K | $2.4M | 0.0% | +12.5% |
| Avestar Capital, LLC | Other | 58.8K | $1.9M | 0.1% | -5.0% |
| PFG Investments, LLC | Diversified mechanical | 55.6K | $1.8M | 0.1% | +2.0% |
| Tidemark, LLC | Wealth advisor | 54.6K | $1.7M | 0.4% | +4.3% |
| CWM, LLC | Wealth advisor | 52.4K | $1.7M | 0.0% | +85.5% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 51.4K | $1.6M | 0.0% | +42.1% |
| NBC SECURITIES, INC. | Diversified mechanical | 51.0K | $1.6M | 0.1% | New |
| JANE STREET GROUP, LLC | Market maker | 50.1K | $1.6M | 0.0% | New |
| RESOLUTE CAPITAL, LLC | Wealth advisor | 48.8K | $1.6M | 0.6% | +13.8% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 47.8K | $1.5M | 0.0% | -52.3% |
| ROYAL BANK OF CANADA | Bank broker | 47.2K | $1.5M | 0.0% | +1.2% |
| NewEdge Advisors, LLC | Diversified mechanical | 47.1K | $1.5M | 0.0% | +12.7% |
| Sanctuary Advisors, LLC | Wealth advisor | 43.8K | $1.4M | 0.0% | -2.0% |
| Visionary Wealth Advisors | Wealth advisor | 40.6K | $1.3M | 0.1% | +8.5% |
| Arkadios Wealth Advisors | Wealth advisor | 36.1K | $1.2M | 0.0% | -6.4% |
| Creative Planning | Wealth advisor | 34.4K | $1.1M | 0.0% | +42.4% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | Other | 34.0K | $1.1M | 0.3% | +16.1% |
| JPMORGAN CHASE & CO | Bank broker | 34.4K | $1.1M | 0.0% | +46.4% |
| Cresset Asset Management, LLC | Wealth advisor | 32.6K | $1.0M | 0.0% | +3.5% |
| Prosperity Financial Group, Inc. | Wealth advisor | 30.1K | $959K | 0.4% | +20.3% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | Wealth advisor | 25.9K | $847K | 0.0% | New |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 23.7K | $757K | 0.0% | +71.1% |
| Private Advisor Group, LLC | Wealth advisor | 22.1K | $707K | 0.0% | +3.5% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 21.6K | $690K | 0.0% | New |
| Kovack Advisors, Inc. | Other | 20.1K | $641K | 0.0% | +6.4% |
| WealthPLAN Partners, LLC | Wealth advisor | 17.9K | $570K | 0.1% | +26.9% |
| WCG Wealth Advisors LLC | Wealth advisor | 17.8K | $569K | 0.0% | -12.8% |
| MILESTONE ASSET MANAGEMENT, LLC | Wealth advisor | 17.6K | $561K | 0.1% | New |
| Western Wealth Management, LLC | Wealth advisor | 15.8K | $505K | 0.0% | New |
| Maridea Wealth Management LLC | Wealth advisor | 15.5K | $495K | 0.1% | New |
| Avory & Company, LLC | Other | 15.2K | $484K | 0.6% | Held |
| U.S. Capital Wealth Advisors, LLC | Other | 14.1K | $451K | 0.0% | +19.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 12.1K | $385K | 0.0% | +23.7% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.