Latest Period
Q1 2026
Security Snapshot
WISDOMTREE TR - EQUITY PREMIUM (WTPI) Institutional Ownership
CUSIP: 97717X560
13F Institutional Holders and Ownership History from Q1 2016 to Q1 2026
Institutions Reporting
88
Shares (Excl. Options)
7,313,210
Price
$31.91
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- Type / Class
- Equity / EQUITY PREMIUM
- Symbol
- WTPI
- Price per share
- $32.75
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 7,313,210
- Total reported value
- $233,357,960
- % of total 13F portfolios
- 0%
- Share change
- +2,348,110
- Value change
- +$74,705,251
- Number of holders
- 88
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Key facts
- WTPI - WISDOMTREE TR - EQUITY PREMIUM is tracked under CUSIP 97717X560.
- 88 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 84 to 88 between Q4 2025 and Q1 2026.
- Reported value moved from $165,163,450 to $233,357,960.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 88 institutions filings for Q1 2026.
Security key
97717X560
Latest holder period
Q1 2026
13F holders
88
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 97717X560:
As of 31 Mar 2026, 88 institutional investors reported holding 7,313,210 shares of WISDOMTREE TR - EQUITY PREMIUM (WTPI).
Institutional Holders of WISDOMTREE TR - EQUITY PREMIUM (WTPI) across Reporting Periods
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 7,313,210 | $233,357,960 | +$74,705,251 | $31.91 | 88 |
| 2025 Q4 | 5,001,435 | $165,163,450 | +$12,729,044 | $33.02 | 84 |
| 2025 Q3 | 4,572,355 | $152,100,655 | +$14,155,400 | $33.27 | 71 |
| 2025 Q2 | 4,115,304 | $131,869,618 | +$16,293,802 | $32.04 | 71 |
| 2025 Q1 | 3,598,513 | $112,045,809 | +$41,629,244 | $31.14 | 63 |
| 2024 Q4 | 2,306,941 | $76,075,527 | +$4,158,405 | $32.97 | 59 |
| 2024 Q3 | 2,062,645 | $68,273,956 | +$10,825,729 | $33.10 | 48 |
| 2024 Q2 | 1,735,279 | $57,889,793 | -$3,161,138 | $33.36 | 49 |
| 2024 Q1 | 1,848,661 | $61,537,997 | -$3,500,052 | $33.30 | 43 |
| 2023 Q4 | 1,963,207 | $62,236,590 | -$724,111 | $31.70 | 47 |
| 2023 Q3 | 1,642,096 | $50,451,626 | -$7,773,165 | $30.72 | 34 |
| 2023 Q2 | 1,893,471 | $61,358,523 | +$1,543,823 | $32.40 | 32 |
| 2023 Q1 | 1,846,519 | $57,319,779 | -$11,260,021 | $31.04 | 33 |
| 2022 Q4 | 2,218,687 | $66,639,116 | +$2,503,627 | $30.03 | 39 |
| 2022 Q3 | 1,980,919 | $59,083,867 | +$4,955,350 | $29.82 | 43 |
| 2022 Q2 | 1,813,535 | $57,964,378 | +$6,674,551 | $31.95 | 40 |
| 2022 Q1 | 1,609,849 | $56,485,207 | +$14,501,138 | $35.11 | 43 |
| 2021 Q4 | 1,189,459 | $44,096,722 | +$4,943,441 | $34.52 | 37 |
| 2021 Q3 | 1,045,364 | $34,047,334 | +$455,363 | $32.56 | 32 |
| 2021 Q2 | 1,030,518 | $32,726,024 | -$52,401,865 | $31.75 | 33 |
| 2021 Q1 | 2,686,856 | $80,946,678 | -$1,329,291 | $30.19 | 38 |
| 2020 Q4 | 2,746,824 | $78,379,934 | -$10,195,717 | $28.54 | 36 |
| 2020 Q3 | 3,095,983 | $82,852,486 | -$9,360,555 | $26.76 | 32 |
| 2020 Q2 | 3,412,730 | $85,453,949 | -$11,523,103 | $25.04 | 34 |
| 2020 Q1 | 3,889,395 | $87,542,121 | -$37,834,318 | $22.51 | 37 |
| 2019 Q4 | 5,546,004 | $157,950,813 | +$4,104,721 | $28.48 | 43 |
| 2019 Q3 | 5,402,390 | $149,256,017 | -$10,060,994 | $27.63 | 42 |
| 2019 Q2 | 5,766,962 | $158,902,368 | -$18,837,368 | $27.55 | 49 |
| 2019 Q1 | 6,483,515 | $174,610,636 | -$20,966,195 | $26.93 | 47 |
| 2018 Q4 | 7,320,106 | $186,576,889 | +$47,643,432 | $25.45 | 55 |
| 2018 Q3 | 5,107,710 | $156,232,756 | +$9,659,705 | $30.64 | 51 |
| 2018 Q2 | 4,743,104 | $139,634,748 | -$2,520,753 | $29.43 | 45 |
| 2018 Q1 | 4,868,815 | $137,731,602 | -$91,732,217 | $28.24 | 46 |
| 2017 Q4 | 8,018,184 | $232,980,421 | +$20,819,583 | $29.06 | 44 |
| 2017 Q3 | 5,084,570 | $149,704,335 | +$12,189,295 | $29.48 | 32 |
| 2017 Q2 | 4,634,098 | $134,432,483 | +$98,733,443 | $29.01 | 25 |
| 2017 Q1 | 1,184,239 | $33,553,964 | +$17,725,464 | $28.34 | 17 |
| 2016 Q4 | 410,657 | $11,225,000 | +$5,672,670 | $27.33 | 10 |
| 2016 Q3 | 203,368 | $5,519,000 | +$3,411,806 | $27.14 | 6 |
| 2016 Q2 | 77,657 | $2,055,000 | +$1,174,551 | $26.53 | 4 |
| 2016 Q1 | 33,844 | $870,000 | +$870,000 | $25.71 | 3 |