Q2 2025 13F Holders as of 6/30/2025
-
Type / Class
-
Equity / EQUITY PREMIUM
-
Number of holders
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71
-
Total 13F shares, excl. options
-
4.12M
-
Shares change
-
+508K
-
Total reported value, excl. options
-
$132M
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Value change
-
+$16.3M
-
Number of buys
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47
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Number of sells
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-17
-
Price
-
$32.04
Significant Holders of WISDOMTREE TR - EQUITY PREMIUM (WTPI) as of Q2 2025
76 filings reported holding WTPI - WISDOMTREE TR - EQUITY PREMIUM as of Q2 2025.
WISDOMTREE TR - EQUITY PREMIUM (WTPI) has 71 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.12M shares
.
Largest 10 shareholders include CARY STREET PARTNERS FINANCIAL LLC (1.01M shares), TRUST POINT INC. (361K shares), MORGAN STANLEY (347K shares), CASTLE WEALTH MANAGEMENT LLC (252K shares), Granite Bay Wealth Management, LLC (194K shares), Cetera Investment Advisers (181K shares), LPL Financial LLC (181K shares), RAYMOND JAMES FINANCIAL INC (170K shares), Solutions 4 Wealth, Ltd (166K shares), and Compass Financial Services Inc (123K shares).
This table shows the top 71 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.