Who Owns WisdomTree Equity Premium Income Fund (WTPI)?Hedge Fund & Institutional Holders

$32.50-0.20 (-0.61%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$3.300021000891388e+176T

% of Float Held

—

QoQ Change in Holders

+15 / -2

Price History

$28.20$29.63$31.06$32.49$33.92Apr 25Sep 25Mar 26

WTPI — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
CASTLE WEALTH MANAGEMENT LLCNew Position+270K+$8.9M
Sanctuary Advisors, LLCNew Position+234K+$7.5M
Solutions 4 Wealth, LtdNew Position+187K+$6.2M
CENTRAL TRUST CoNew Position+125K+$4.1M
ENVESTNET ASSET MANAGEMENT INCNew Position+100K+$3.0M
WealthPlan Investment Management, LLCNew Position+88K+$2.9M
PFG Investments, LLCNew Position+54K+$1.8M
Tidemark, LLCNew Position+52K+$1.7M
RESOLUTE CAPITAL, LLCNew Position+43K+$1.4M
TrueMark Investments, LLCNew Position+35K+$1.1M
Arkadios Wealth AdvisorsNew Position+39K+$1.0M
CARY STREET PARTNERS INVESTMENT ADVISORY LLCNew Position+29K+$966K
PARK AVENUE SECURITIES LLCNew Position+29K+$951K
CWM, LLCNew Position+28K+$932K
WealthPLAN Partners, LLCNew Position+14K+$464K

WTPI — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
CARY STREET PARTNERS FINANCIAL LLCDecreased-707K-$33.6B
Trust Point Inc.Decreased-1K-$7.6B
Cetera Investment AdvisersDecreased-7K-$5.8B
RAYMOND JAMES FINANCIAL INCDecreased-69K-$5.6B
JANE STREET GROUP, LLCClosed Position-96K-$3.2B
Avestar Capital, LLCDecreased-33K-$3.1B
NewEdge Advisors, LLCDecreased-25K-$2.2B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-54K-$2.1B
OSAIC HOLDINGS, INC.Decreased-21K-$1.9B
Cresset Asset Management, LLCDecreased-4K-$1.2B
PFG AdvisorsClosed Position-33K-$1.1B
Creative PlanningDecreased-3K-$901.5M
Prosperity Financial Group, Inc.Decreased-877-$859.4M
WCG Wealth Advisors LLCDecreased-4K-$804.2M
Tactive Advisors, LLCDecreased-3K-$361.0M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1LPL Financial LLC1,027,662$33.0M0.01%Share
2MORGAN STANLEY656,490$21.0M0.00%Share
3CASTLE WEALTH MANAGEMENT LLC269,944$8.9M2.95%Share
4Granite Bay Wealth Management, LLC265,494$8.8M2.11%Share
5CARY STREET PARTNERS FINANCIAL LLC246,475$8.1M0.20%Share
6Solutions 4 Wealth, Ltd186,966$6.2M9.33%Share
7Cetera Investment Advisers166,888$5.0M0.01%Share
8Trust Point Inc.132,510$4.4M0.35%Share
9Opes Wealth Management LLC112,780$3.7M0.61%Share
10CENTRAL TRUST Co112,307$3.7M0.07%Share
11Private Capital Management, LLC104,415$3.4M0.32%Share
12Trust Point Inc.96,107$3.2M0.25%Share
13ENVESTNET ASSET MANAGEMENT INC100,253$3.0M0.00%Share
14WealthPlan Investment Management, LLC88,324$2.9M0.19%Share
15UBS Group AG66,068$2.2M0.00%Share
16Avestar Capital, LLC61,916$2.0M0.13%Share
17CARY STREET PARTNERS FINANCIAL LLC56,483$1.9M0.05%Share
18PFG Investments, LLC54,492$1.8M0.08%Share
19Tidemark, LLC52,362$1.7M0.49%Share
20Sanctuary Advisors, LLC50,263$1.6M0.01%Share
21Sanctuary Advisors, LLC50,263$1.6M0.01%Share
22Sanctuary Advisors, LLC44,690$1.5M0.01%Share
23Sanctuary Advisors, LLC44,502$1.4M0.01%Share
24Sanctuary Advisors, LLC44,502$1.4M0.01%Share
25RESOLUTE CAPITAL, LLC42,873$1.4M0.59%Share
26Visionary Wealth Advisors37,379$1.2M0.06%Share
27TrueMark Investments, LLC34,568$1.1M0.22%Share
28ROYAL BANK OF CANADA44,608$1.0M0.00%Share
29RAYMOND JAMES FINANCIAL INC42,788$1.0M0.00%Share
30RAYMOND JAMES FINANCIAL INC55,998$1.0M0.00%Share
31OSAIC HOLDINGS, INC.36,174$1.0M0.00%Share
32Cresset Asset Management, LLC31,494$1.0M0.00%Share
33Arkadios Wealth Advisors37,485$1.0M0.02%Share
34NewEdge Advisors, LLC41,824$1.0M0.00%Share
35CARY STREET PARTNERS INVESTMENT ADVISORY LLC29,279$966K0.26%Share
36PARK AVENUE SECURITIES LLC28,795$951K0.01%Share
37CWM, LLC28,240$932K0.00%Share
38Prosperity Financial Group, Inc.24,979$824K0.30%Share
39Diversify Advisory Services, LLC24,234$816K0.03%Share
40WCG Wealth Advisors LLC20,461$675K0.02%Share
41Kovack Advisors, Inc.18,886$629K0.05%Share
42WealthPLAN Partners, LLC14,078$464K0.07%Share
43Meridian Wealth Management, LLC13,805$455K0.02%Share
44CENTRAL TRUST Co12,978$428K0.01%Share
45U.S. Capital Wealth Advisors, LLC11,822$390K0.01%Share
46Apollon Wealth Management, LLC11,221$370K0.01%Share
47US BANCORP \DE\10,667$352K0.00%Share
48Merit Financial Group, LLC10,403$343K0.00%Share
49Collaborative Wealth Managment Inc.9,610$317K0.11%Share
50Atlantic Private Wealth, LLC8,793$290K0.19%Share

WTPI Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202581$154.1M+37
Q3 202544$118.3B-17
Q2 202561$68.7B-1
Q1 202562$105.2B+10
Q4 202452$7.7T+17
Q3 202435$18.3T-1
Q2 202436$11.5T+9
Q1 202427$18.3T—

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As of Q4 2025, 50 institutional investors hold WTPI (WisdomTree Equity Premium Income Fund). The largest holder is LPL Financial LLC with $33.0M in shares. This quarter, 15 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own WTPI?

As of Q4 2025, 50 institutional investors report holding WTPI (WisdomTree Equity Premium Income Fund) in their 13F filings.

Who is the largest institutional holder of WTPI?

The largest institutional holder of WTPI is LPL Financial LLC with $33.0M in shares.

Is institutional ownership of WTPI increasing or decreasing?

This quarter, 15 institutions opened new positions in WTPI and 2 closed their positions.