WisdomTree Equity Premium In ETF (WTPI): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Follow WTPI for free

Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 86

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$32.79

+2.8% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of WTPI (all 13F filers)

LPL Financial1.9 MWealth adviser+218 K
Granite Bay Wealth Management1.3 MWealth adviser+56 K
Morgan Stanley853 KBank or trading desk+180 K
Cary Street Partners Financial357 KType not verified+29 K
Raymond James Financial298 KWealth adviser+56 K
Castle Wealth Management284 KWealth adviser+8,657
WealthPlan Investment Management242 KType not verified−2,453
Solutions 4 Wealth241 KWealth adviser+44 K
Cetera Investment Advisers222 KWealth adviser+34 K
Pinnacle Financial Partners202 KType not verified+202 K

Filer	Type
LPL Financial	Wealth adviser	1.9 M	+218 K	$61.8M
Granite Bay Wealth Management	Wealth adviser	1.3 M	+56 K	$41.3M
Morgan Stanley	Bank or trading desk	853 K	+180 K	$28.0M
Cary Street Partners Financial	Type not verified	357 K	+29 K	$11.7M
Raymond James Financial	Wealth adviser	298 K	+56 K	$9.8M
Castle Wealth Management	Wealth adviser	284 K	+8,657	$9.3M
WealthPlan Investment Management	Type not verified	242 K	−2,453	$7.9M
Solutions 4 Wealth	Wealth adviser	241 K	+44 K	$7.9M
Cetera Investment Advisers	Wealth adviser	222 K	+34 K	$7.3M
Pinnacle Financial Partners	Type not verified	202 K	+202 K	$6.6M

LPL Financial
Shares
1.9 M
Change
+218 K
See more
Type
Wealth adviser
Value
$61.8M
Granite Bay Wealth Management
Shares
1.3 M
Change
+56 K
See more
Type
Wealth adviser
Value
$41.3M
Morgan Stanley
Shares
853 K
Change
+180 K
See more
Type
Bank or trading desk
Value
$28.0M
Cary Street Partners Financial
Shares
357 K
Change
+29 K
See more
Type
Type not verified
Value
$11.7M
Raymond James Financial
Shares
298 K
Change
+56 K
See more
Type
Wealth adviser
Value
$9.8M
Castle Wealth Management
Shares
284 K
Change
+8,657
See more
Type
Wealth adviser
Value
$9.3M
WealthPlan Investment Management
Shares
242 K
Change
−2,453
See more
Type
Type not verified
Value
$7.9M
Solutions 4 Wealth
Shares
241 K
Change
+44 K
See more
Type
Wealth adviser
Value
$7.9M
Cetera Investment Advisers
Shares
222 K
Change
+34 K
See more
Type
Wealth adviser
Value
$7.3M
Pinnacle Financial Partners
Shares
202 K
Change
+202 K
See more
Type
Type not verified
Value
$6.6M

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗