WisdomTree Equity Premium Income Fund (WTPI)
WisdomTree Equity Premium Income Fund (WTPI) is listed on NYSE Arca, where it has traded since February 24, 2016.
- Listed On
- NYSE Arca
- Listed Since
- February 24, 2016
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 85 institutions reported holding WTPI, with 8.2 million shares worth $270.4 million in aggregate. The largest reported holder was Lpl Financial, with 1.9 million shares worth $61.8 million. Of the 5 largest holders listed below, all 5 added shares during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Lpl Financial | 1,883,263 | $62M | Added 13.09% |
| Granite Bay Wealth Management | 1,259,604 | $41M | Added 4.64% |
| Morgan Stanley | 853,355 | $28M | Added 26.78% |
| Cary Street Partners Financial | 356,743 | $12M | Added 8.9% |
| Raymond James Financial | 298,239 | $10M | Added 22.88% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is WTPI?
WisdomTree Equity Premium Income Fund (WTPI) is listed on NYSE Arca, where it has traded since February 24, 2016.
Who are the largest institutional holders of WTPI?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of WTPI were Lpl Financial, Granite Bay Wealth Management and Morgan Stanley.
How many institutions own WTPI?
85 institutions reported a position in WTPI for the quarter ended June 30, 2026, worth $270.4 million in total.
Did institutions buy or sell WTPI last quarter?
Of the 5 largest reported holders, all 5 added shares during the quarter. Every reported holder and its change is on the SentiSense ownership page for WTPI.
Every reported institutional holder, plus insider and congressional trades in WTPI, on SentiSense.