WTPI

Wisdomtree Equity Premium In

+$68.0M

Net Activity

Institutions Holding

89

Popularity Rank

#4700

Avg Weight

0.33%

Total Value

$233.4M

Ownership Trend

89 institutions currently hold WTPI, with 60 net buyers and 25 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

25

Net Buying Institutions

60

Key Holders

Key Holders

Top 5 by Value

LF
LPL Financial LLC
$53.1M
GB
Granite Bay Wealth Management, LLC
$38.4M
MS
Morgan Stanley
$21.5M
CS
Cary Street Partners Financial LLC
$10.5M
CW
Castle Wealth Management LLC
$8.8M

Top 5 by Conviction

S4
Solutions 4 Wealth, Ltd
9.45%
GB
Granite Bay Wealth Management, LLC
8.17%
CW
Castle Wealth Management LLC
2.85%
CF
Compass Financial Services Inc
2.20%
AB
Alpine Bank Wealth Management
0.77%
View all 89 holding institutions

Quarterly Activity

Recent Activity

+$217.1M

Total Buy Value

$27.7M

Total Sell Value

New buy19
Trim10
Add41
Sold out15

60

Net Buyers

25

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding WISDOMTREE EQUITY PREMIUM IN (WTPI)?
Major stakeholders currently include LPL Financial LLC ($53.1M), Granite Bay Wealth Management, LLC ($38.4M), Morgan Stanley ($21.5M). Based on the latest 13F filings, there are a total of 89 tracked investment funds and institutions maintaining positions in WTPI.
What is the overall institutional sentiment toward WTPI recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $68.0M, driven by 60 managers accumulating shares while 25 reduced their exposure.
Which institutions have been selling or reducing their WTPI positions?
In the latest period, 10 funds trimmed their holdings, and 15 managers completely exited their positions. The aggregate reported sell value was $27.7M.
Are there any notable investors adding WTPI to their portfolios?
Yes, buying activity remains notable. 19 institutions opened new positions in {ticker}, and 41 existing holders added to their shares. The total reported buy value for the quarter amounted to $217.1M.

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