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

$8.913000813800045e+283T

% of Float Held

—

QoQ Change in Holders

+13 / -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+$8.9B
CENTRAL TRUST CoNew Position+125K+$4.1B
WealthPlan Investment Management, LLCNew Position+88K+$2.9B
PFG Investments, LLCNew Position+54K+$1.8B
Tidemark, LLCNew Position+52K+$1.7B
TrueMark Investments, LLCNew Position+35K+$1.1B
Arkadios Wealth AdvisorsNew Position+39K+$1.0B
CARY STREET PARTNERS INVESTMENT ADVISORY LLCNew Position+29K+$966.0M
UBS Group AGIncreased+19K+$606.2M
US BANCORP \DE\New Position+11K+$352.0M
Kovack Advisors, Inc.Increased+9K+$291.1M
Atlantic Private Wealth, LLCNew Position+9K+$290.0M
White & Co Financial Planning IncNew Position+7K+$220.0M
Cascades Capital Asset Management, LLCNew Position+4K+$135.0M
REAP Financial Group, LLCNew Position+3K+$86.0M

WTPI — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
CARY STREET PARTNERS FINANCIAL LLCDecreased-707K-$23.6B
Cetera Investment AdvisersDecreased-7K-$5.8B
RAYMOND JAMES FINANCIAL INCDecreased-69K-$3.6B
JANE STREET GROUP, LLCClosed Position-96K-$3.2B
NewEdge Advisors, LLCDecreased-25K-$2.2B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-54K-$2.1B
Avestar Capital, LLCDecreased-33K-$1.1B
PFG AdvisorsClosed Position-33K-$1.1B
Creative PlanningDecreased-3K-$901.5M
OSAIC HOLDINGS, INC.Decreased-21K-$875.2M
Cresset Asset Management, LLCDecreased-4K-$189.1M
WCG Wealth Advisors LLCDecreased-4K-$129.9M
Tactive Advisors, LLCDecreased-3K-$102.3M
Trust Point Inc.Decreased-1K-$95.9M
Prosperity Financial Group, Inc.Decreased-877-$36.2M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1CASTLE WEALTH MANAGEMENT LLC269,944$8.9B2.95%Share
2CARY STREET PARTNERS FINANCIAL LLC246,475$8.1B0.20%Share
3Trust Point Inc.132,510$4.4B0.35%Share
4CENTRAL TRUST Co112,307$3.7B72.64%Share
5Private Capital Management, LLC104,415$3.4B0.32%Share
6Trust Point Inc.96,107$3.2B0.25%Share
7WealthPlan Investment Management, LLC88,324$2.9B0.19%Share
8UBS Group AG66,068$2.2B0.35%Share
9Avestar Capital, LLC61,916$2.0B0.13%Share
10CARY STREET PARTNERS FINANCIAL LLC56,483$1.9B0.05%Share
11PFG Investments, LLC54,492$1.8B0.08%Share
12Tidemark, LLC52,362$1.7B0.49%Share
13Visionary Wealth Advisors37,379$1.2B0.06%Share
14TrueMark Investments, LLC34,568$1.1B0.22%Share
15RAYMOND JAMES FINANCIAL INC55,998$1.0B0.31%Share
16RAYMOND JAMES FINANCIAL INC42,788$1.0B0.31%Share
17Cresset Asset Management, LLC31,494$1.0B4.21%Share
18Arkadios Wealth Advisors37,485$1.0B19.39%Share
19ROYAL BANK OF CANADA44,608$1.0B0.16%Share
20OSAIC HOLDINGS, INC.36,174$1.0B1.46%Share
21CARY STREET PARTNERS INVESTMENT ADVISORY LLC29,279$966.0M0.26%Share
22Prosperity Financial Group, Inc.24,979$824.0M0.30%Share
23WCG Wealth Advisors LLC20,461$675.0M0.02%Share
24Kovack Advisors, Inc.18,886$629.0M0.05%Share
25CENTRAL TRUST Co12,978$428.0M8.38%Share
26US BANCORP \DE\10,667$352.0M0.41%Share
27Collaborative Wealth Managment Inc.9,610$317.0M0.11%Share
28Atlantic Private Wealth, LLC8,793$290.0M0.19%Share
29Synergy Investment Management, LLC8,199$270.0M0.10%Share
30Tactive Advisors, LLC7,857$259.0M0.08%Share
31White & Co Financial Planning Inc6,690$220.0M0.16%Share
32Cascades Capital Asset Management, LLC4,100$135.0M0.06%Share
33REAP Financial Group, LLC2,614$86.0M0.02%Share
34COMERICA BANK2,274$75.0M0.30%Share
35Founders Financial Alliance, LLC1,433$47.0M0.01%Share
36Triumph Capital Management1,400$46.0M0.01%Share
37INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC1,238$40.0M0.00%Share
38Farther Finance Advisors, LLC1,198$39.0M0.42%Share
39LPL Financial LLC1,027,662$33.0M0.01%Share
40MORGAN STANLEY656,490$21.0M0.00%Share
41Geneos Wealth Management Inc.548$18.0M0.00%Share
42Global Wealth Strategies & Associates499$16.0M0.00%Share
43Granite Bay Wealth Management, LLC265,494$8.8M2.11%Share
44Solutions 4 Wealth, Ltd186,966$6.2M9.33%Share
45Cetera Investment Advisers166,888$5.0M0.01%Share
46Opes Wealth Management LLC112,780$3.7M0.61%Share
47ENVESTNET ASSET MANAGEMENT INC100,253$3.0M0.00%Share
48RESOLUTE CAPITAL, LLC42,873$1.4M0.59%Share
49NewEdge Advisors, LLC41,824$1.0M0.00%Share
50PARK AVENUE SECURITIES LLC28,795$951K0.01%Share

WTPI Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202580$58.4B+36
Q3 202544$89.1B-17
Q2 202561$63.9B-1
Q1 202562$100.9B+10
Q4 202452$706.0B+17
Q3 202435$5.2T-1
Q2 202436$2.0T+9
Q1 202427$847.5T—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 50 institutional investors hold WTPI (WisdomTree Equity Premium Income Fund). The largest holder is CASTLE WEALTH MANAGEMENT LLC with $8.9B in shares. This quarter, 13 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 CASTLE WEALTH MANAGEMENT LLC with $8.9B in shares.

Is institutional ownership of WTPI increasing or decreasing?

This quarter, 13 institutions opened new positions in WTPI and 2 closed their positions.