Who owns WisdomTree Equity Premium Income Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of WTPI from SEC Form 13F filings across 86 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 86 institutions disclosed 8.2M shares of WisdomTree Equity Premium Income Fund worth $270.4M — about 55.2% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
86
13F holders
$270.4M
value, 2026 filers
55.2%
of shares outstanding (8.2M sh)
11
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of WTPI's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.9M | $61.8M | 0.0% | 12.6% | +13.1% |
| 2 | Granite Bay Wealth Management, LLC | 1.3M | $41.3M | 3.8% | 8.4% | +4.6% |
| 3 | MORGAN STANLEY | 853,355 | $28.0M | 0.0% | 5.7% | +26.8% |
| 4 | CARY STREET PARTNERS FINANCIAL LLC | 356,743 | $11.7M | 0.3% | 2.4% | +8.9% |
| 5 | RAYMOND JAMES FINANCIAL INC | 298,239 | $9.8M | 0.0% | 2% | +22.9% |
| 6 | CASTLE WEALTH MANAGEMENT LLC | 284,265 | $9.3M | 2.8% | 1.9% | +3.1% |
| 7 | WealthPlan Investment Management, LLC | 242,352 | $7.9M | 0.4% | 1.6% | -1.0% |
| 8 | Solutions 4 Wealth, Ltd | 240,518 | $7.9M | 10.2% | 1.6% | +22.1% |
| 9 | Cetera Investment Advisers | 221,580 | $7.3M | 0.0% | 1.5% | +17.9% |
| 10 | Pinnacle Financial Partners, Inc.NEW | 202,105 | $6.6M | 0.0% | 1.4% | new |
| 11 | Compass Financial Services Inc | 175,132 | $5.7M | 2.1% | 1.2% | +10.2% |
| 12 | CENTRAL TRUST Co | 174,550 | $5.7M | 0.1% | 1.2% | +40.2% |
| 13 | Kestra Advisory Services, LLC | 157,334 | $5.2M | 0.0% | 1.1% | +12.3% |
| 14 | Private Capital Management, LLC | 123,547 | $4.1M | 0.4% | 0.8% | +7.7% |
| 15 | EP Wealth Advisors, LLCNEW | 122,881 | $4.0M | 0.0% | 0.8% | new |
| 16 | US BANCORP \DE\ | 116,111 | $3.8M | 0.0% | 0.8% | 0.0% |
| 17 | JPMORGAN CHASE & CO | 96,737 | $3.2M | 0.0% | 0.6% | +181.1% |
| 18 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 95,620 | $3.1M | 0.6% | 0.6% | +181.4% |
| 19 | TRUST POINT INC. | 85,822 | $2.8M | 0.2% | 0.6% | -23.2% |
| 20 | UBS Group AG | 74,645 | $2.4M | 0.0% | 0.5% | +0.5% |
| 21 | RESOLUTE CAPITAL, LLC | 64,023 | $2.1M | 0.7% | 0.4% | +31.2% |
| 22 | Avestar Capital, LLC | 63,764 | $2.1M | 0.1% | 0.4% | +8.4% |
| 23 | LANARK FINANCIAL, INC. | 63,321 | $2.1M | 0.1% | 0.4% | +24.3% |
| 24 | OSAIC HOLDINGS, INC. | 57,526 | $1.9M | 0.0% | 0.4% | +11.9% |
| 25 | PFG Investments, LLC | 55,442 | $1.8M | 0.1% | 0.4% | -0.3% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.