Who Owns WTPI?
WisdomTree Equity Premium Income Fund — Institutional Ownership & 13F Holdings
$32.75
+0.00 (+0.00%)
Market Cap
$447.0M
Shares Outstanding
13,164,171
Institutional Holders
62
Total Inst. Value
$96.6M
% of Float Held
—
QoQ Holder Change
+35
Institutional data as of Q1 2025
New Positions
18
Closed Positions
8
Increased
26
Decreased
9
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | CARY STREET PARTNERS FINANCIAL LLC | $32.1M | 1,032,167 |
| 2 | MORGAN STANLEY | $9.2M | 296,291 |
| 3 | Trust Point Inc. | $8.9M | 284,746 |
| 4 | CASTLE WEALTH MANAGEMENT LLCNew | $7.3M | 235,067 |
| 5 | RAYMOND JAMES FINANCIAL INC | $5.2M | 166,883 |
| 6 | Solutions 4 Wealth, LtdNew | $4.8M | 154,914 |
| 7 | Cetera Investment Advisers | $4.4M | 141,095 |
| 8 | Opes Wealth Management LLC | $3.2M | 101,591 |
| 9 | Avestar Capital, LLC | $3.1M | 100,820 |
| 10 | Private Capital Management, LLC | $2.7M | 87,399 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| CARY STREET PARTNERS FINANCIAL LLC | +847K | $32.1M |
| MORGAN STANLEY | +182K | $9.2M |
| CASTLE WEALTH MANAGEMENT LLCNew | +235K | $7.3M |
| RAYMOND JAMES FINANCIAL INC | +31K | $5.2M |
| Solutions 4 Wealth, LtdNew | +155K | $4.8M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Trust Point Inc. | -67K | $8.9M |
| Avestar Capital, LLC | -18K | $3.1M |
| WELLS FARGO & COMPANY/MN | -6K | $38 |
| OPPENHEIMER & CO INC | -5K | $438K |
| ROYAL BANK OF CANADA | -4K | $439K |
Related Stocks
Frequently Asked Questions
How many institutional investors hold WTPI?
As of Q1 2025, 62 institutional investors report holding WTPI (WisdomTree Equity Premium Income Fund) in their 13F filings.
Which hedge fund owns the most WTPI?
The largest institutional holder of WTPI is CARY STREET PARTNERS FINANCIAL LLC with $32.1M in shares.
Are institutions buying or selling WTPI?
This quarter, 18 institutions opened new positions in WTPI and 8 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.