Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / EQUITY PREMIUM
-
Number of holders
-
70
-
Total 13F shares, excl. options
-
4,528,942
-
Shares change
-
+423,929
-
Total reported value, excl. options
-
$150,656,297
-
Value change
-
+$14,179,887
-
Number of buys
-
39
-
Number of sells
-
-24
-
Price
-
$33.27
Significant Holders of WISDOMTREE TR - EQUITY PREMIUM (WTPI) as of Q3 2025
79 filings reported holding WTPI - WISDOMTREE TR - EQUITY PREMIUM as of Q3 2025.
WISDOMTREE TR - EQUITY PREMIUM (WTPI) has 70 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4,528,942 shares
.
Largest 10 shareholders include CARY STREET PARTNERS FINANCIAL LLC (1,009,913 shares), MORGAN STANLEY (493,742 shares), LPL Financial LLC (279,171 shares), CASTLE WEALTH MANAGEMENT LLC (262,552 shares), Granite Bay Wealth Management, LLC (234,250 shares), TRUST POINT INC. (229,753 shares), Solutions 4 Wealth, Ltd (186,902 shares), Cetera Investment Advisers (173,431 shares), RAYMOND JAMES FINANCIAL INC (168,031 shares), and Compass Financial Services Inc (135,804 shares).
This table shows the top 70 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.