WTPI institutional holders

Wisdomtree Equity Premium Income Fund · 13F, 2026Q2

Managers holding85
Shares held8,246,983
Reported value$270.4m
Quarter flows10 new, 42 added, 20 trimmed, 14 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
LPL Financial LLC1,883,263$61.8m0.0%
Granite Bay Wealth Management, LLC1,259,604$41.3m3.8%
MORGAN STANLEY853,355$28.0m0.0%
CARY STREET PARTNERS FINANCIAL LLC356,743$11.7m0.3%
RAYMOND JAMES FINANCIAL INC298,239$9.8m0.0%
CASTLE WEALTH MANAGEMENT LLC284,265$9.3m2.8%
WealthPlan Investment Management, LLC242,352$7.9m0.4%
Solutions 4 Wealth, Ltd240,518$7.9m10.2%
Cetera Investment Advisers221,580$7.3m0.0%
Pinnacle Financial Partners, Inc.202,105$6.6m0.0%
Compass Financial Services Inc175,132$5.7m2.1%
CENTRAL TRUST Co174,550$5.7m0.1%
Kestra Advisory Services, LLC157,334$5.2m0.0%
Private Capital Management, LLC123,547$4.1m0.4%
EP Wealth Advisors, LLC122,881$4.0m0.0%
US BANCORP \DE\116,111$3.8m0.0%
JPMORGAN CHASE & CO96,737$3.2m0.0%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC95,620$3.1m0.6%
TRUST POINT INC.85,822$2.8m0.2%
UBS Group AG74,645$2.4m0.0%
RESOLUTE CAPITAL, LLC64,023$2.1m0.7%
Avestar Capital, LLC63,764$2.1m0.1%
LANARK FINANCIAL, INC.63,321$2.1m0.1%
OSAIC HOLDINGS, INC.57,526$1.9m0.0%
PFG Investments, LLC55,442$1.8m0.1%

Every holder, line by line, and the full history since 2013: yf.Client().holders("WTPI"). WTPI price history · All 13F data

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