Who owns WisdomTree Equity Premium Income Fund?
Institutional ownership of WTPI from SEC Form 13F filings across 66 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.
66
13F holders
$196.3M
value, 2026 filers
40.1%
of shares outstanding (6.0M sh)
10
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 | MORGAN STANLEY | 853,355 | $28.0M | 0.0% | 5.7% | +26.8% |
| 3 | CARY STREET PARTNERS FINANCIAL LLC | 356,743 | $11.7M | 0.3% | 2.4% | +8.9% |
| 4 | RAYMOND JAMES FINANCIAL INC | 298,239 | $9.8M | 0.0% | 2% | +22.9% |
| 5 | WealthPlan Investment Management, LLC | 242,352 | $7.9M | 0.4% | 1.6% | -1.0% |
| 6 | Cetera Investment Advisers | 221,580 | $7.3M | 0.0% | 1.5% | +17.9% |
| 7 | Pinnacle Financial Partners, Inc.NEW | 202,105 | $6.6M | 0.0% | 1.4% | new |
| 8 | Compass Financial Services Inc | 175,132 | $5.7M | 2.1% | 1.2% | +10.2% |
| 9 | CENTRAL TRUST Co | 174,550 | $5.7M | 0.1% | 1.2% | +40.2% |
| 10 | Kestra Advisory Services, LLC | 157,334 | $5.2M | 0.0% | 1.1% | +12.3% |
| 11 | EP Wealth Advisors, LLCNEW | 122,881 | $4.0M | 0.0% | 0.8% | new |
| 12 | US BANCORP \DE\ | 116,111 | $3.8M | 0.0% | 0.8% | 0.0% |
| 13 | JPMORGAN CHASE & CO | 96,737 | $3.2M | 0.0% | 0.6% | +181.1% |
| 14 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 95,620 | $3.1M | 0.6% | 0.6% | +181.4% |
| 15 | UBS Group AG | 74,645 | $2.4M | 0.0% | 0.5% | +0.5% |
| 16 | Avestar Capital, LLC | 63,764 | $2.1M | 0.1% | 0.4% | +8.4% |
| 17 | LANARK FINANCIAL, INC. | 63,321 | $2.1M | 0.1% | 0.4% | +24.3% |
| 18 | OSAIC HOLDINGS, INC. | 57,526 | $1.9M | 0.0% | 0.4% | +11.9% |
| 19 | PFG Investments, LLC | 55,442 | $1.8M | 0.1% | 0.4% | -0.3% |
| 20 | ROYAL BANK OF CANADA | 53,911 | $1.8M | 0.0% | 0.4% | +14.3% |
| 21 | Tidemark, LLC | 46,978 | $1.5M | 0.3% | 0.3% | -14.0% |
| 22 | Sanctuary Advisors, LLC | 44,481 | $1.5M | 0.0% | 0.3% | +1.6% |
| 23 | NewEdge Advisors, LLC | 40,600 | $1.3M | 0.0% | 0.3% | -13.9% |
| 24 | Arkadios Wealth Advisors | 39,632 | $1.3M | 0.0% | 0.3% | +9.7% |
| 25 | Creative Planning | 38,434 | $1.3M | 0.0% | 0.3% | +11.8% |
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.