Who owns WTPI?
WisdomTree Equity Premium Income Fund · WisdomTree
85 institutions reported holding WTPI, worth $270.4M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of WTPI
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $61.8M | 1,883,263 | +217,930 shares |
| Granite Bay Wealth Management, LLC | Portsmouth, NH | $41.3M | 1,259,604 | +55,855 shares |
| Morgan Stanley | New York, NY | $28.0M | 853,355 | +180,251 shares |
| CARY Street Partners Financial LLC | Richmond, VA | $11.7M | 356,743 | +29,156 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $9.8M | 298,239 | +55,529 shares |
| Castle Wealth Management LLC | Boynton Beach, FL | $9.3M | 284,265 | +8,657 shares |
| WealthPlan Investment Management, LLC | Omaha, NE | $7.9M | 242,352 | −2,453 shares |
| Solutions 4 Wealth, Ltd | Southlake, TX | $7.9M | 240,518 | +43,526 shares |
| Cetera Investment Advisers | Schaumburg, IL | $7.3M | 221,580 | +33,601 shares |
| Pinnacle Financial Partners, Inc. | Atlanta, GA | $6.6M | 202,105 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns WTPI?
85 institutional managers reported holding WTPI in Form 13F filings for June 30, 2026, worth $270.4M in total. The largest reported position was held by LPL Financial LLC, at $61.8M.
Did institutions buy or sell WTPI last quarter?
Reported 13F value rose 18.8% from March 31, 2026, which includes price moves as well as buying and selling. 10 firms reported a new position and 11 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is WTPI ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.