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Wisdomtree Equity Premium in (WTPI)

CUSIP: 97717X560 | NYSE | 257 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Kestra Advisory Services, LLC375,150
0.0% of portfolio›$12.3M
WealthPlan Investment Management, LLC279,136
0.4% of portfolio›$9.2M
Solutions 4 Wealth, Ltd276,646
10.9% of portfolio›$9.1M
US Bancorp \de\116,111
0.0% of portfolio›$3.8M
Park Avenue Securities LLC80,893
0.0% of portfolio›$2.7K
Lanark Financial, Inc.69,189
0.2% of portfolio›$2.3M
Avestar Capital, LLC62,076
0.2% of portfolio›$2.0M
Visionary Wealth Advisors48,914
0.1% of portfolio›$1.6M
Creative Planning40,490
0.0% of portfolio›$1.3M
Alpine Bank Wealth Management35,422
0.2% of portfolio›$1.2M
Prosperity Financial Group, Inc.30,228
0.3% of portfolio›$991.8K
WealthPLAN Partners, LLC29,811
0.2% of portfolio›$978.1K
Diversify Advisory Services, LLC18,499
0.0% of portfolio›$614.2K
Diversify Wealth Management, LLC18,499
0.0% of portfolio›$614.2K
Commonwealth Equity Services, LLC17,764
0.0% of portfolio›$582.8K
PFG Advisors16,154
0.0% of portfolio›$530.0K
Aurora Private Wealth, Inc.15,456
0.0% of portfolio›$507
Avory & Company, LLC15,267
0.6% of portfolio›$500.9K
Tactive Advisors, LLC14,935
0.1% of portfolio›$490.0K
Apollon Wealth Management, LLC11,221
0.0% of portfolio›$368.2K
Trust Point Inc.9,205
0.0% of portfolio›$302.0K
Kestra Private Wealth Services, LLC7,333
0.0% of portfolio›$240.6K
Alessandra Capital Management, LLC7,206
0.2% of portfolio›$236.4K
White & Co Financial Planning Inc6,918
0.1% of portfolio›$220.8K
Financial Management Network Inc6,410
0.0% of portfolio›$211.1K
TD Private Client Wealth LLC5,206
0.0% of portfolio›$170.8K
KFG LLC4,546
0.1% of portfolio›$149.2K
Heritage Family Offices, LLP3,562
0.0% of portfolio›$116.9K
Reap Financial Group, LLC1,416
0.0% of portfolio›$46.4K
Triumph Capital Management1,400
0.0% of portfolio›$45.9K
Fifth Third Bancorp1,160
0.0% of portfolio›$38.1K
Farther Finance Advisors, LLC748
0.0% of portfolio›$24.5K
Compass Financial Management LLC425
0.0% of portfolio›$13.9K
Covestor Ltd40
0.0% of portfolio›$1
Pinnacle Wealth Planning Services, Inc.20
0.0% of portfolio›$663
Dhjj Financial Advisors, Ltd.2
0.0% of portfolio›$66
StyleTurnoverLocationFiled
Kestra Advisory Services, LLC
375,150$12.3M0.0%CoreLowAustin, TX2026-11-02
WealthPlan Investment Management, LLC
279,136$9.2M0.4%GrowthMediumOmaha, NE2026-10-15
Solutions 4 Wealth, Ltd
276,646$9.1M10.9%ETFMediumSouthlake, TX2026-11-03
US Bancorp \de\
116,111$3.8M0.0%IndexLowMinneapolis, MN2026-11-05
Park Avenue Securities LLC
80,893$2.7K0.0%ETFMediumNew York, NY2026-10-26
Lanark Financial, Inc.
69,189$2.3M0.2%CoreMediumBirmingham, AL2026-10-26
Avestar Capital, LLC
62,076$2.0M0.2%GrowthLowNew York, NY2026-10-28
Visionary Wealth Advisors
48,914$1.6M0.1%ETFLowO'Fallon, IL2026-11-04
Creative Planning
40,490$1.3M0.0%IndexVery LowOverland Park, KS2026-11-02
Alpine Bank Wealth Management
35,422$1.2M0.2%ETFHighGrand Junction, CO2026-10-16
Prosperity Financial Group, Inc.
30,228$991.8K0.3%GrowthMediumSan Ramon, CA2026-10-29
WealthPLAN Partners, LLC
29,811$978.1K0.2%CoreMediumOmaha, NE2026-10-15
Diversify Advisory Services, LLC
18,499$614.2K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
18,499$614.2K0.0%GrowthMediumSandy, UT2026-10-20
Commonwealth Equity Services, LLC
17,764$582.8K0.0%ETFLowWaltham, MA2026-11-02
PFG Advisors
16,154$530.0K0.0%ETFMediumPhoenix, AZ2026-10-16
Aurora Private Wealth, Inc.
15,456$5070.0%ETFLowRockaway, NJ2026-10-20
Avory & Company, LLC
15,267$500.9K0.6%GARPLowMiami, FL2026-10-21
Tactive Advisors, LLC
14,935$490.0K0.1%ETFHighJacksonville, FL2026-10-08
Apollon Wealth Management, LLC
11,221$368.2K0.0%GrowthLowMount Pleasant, SC2026-10-23
Trust Point Inc.
9,205$302.0K0.0%CoreMediumLa Crosse, WI2026-10-27
Kestra Private Wealth Services, LLC
7,333$240.6K0.0%GrowthLowAustin, TX2026-10-30
Alessandra Capital Management, LLC
7,206$236.4K0.2%CoreMediumTorrance, CA2026-10-30
White & Co Financial Planning Inc
6,918$220.8K0.1%ETFVery LowSunnyside, WA2026-10-16
Financial Management Network Inc
6,410$211.1K0.0%ETFLowMission Viejo, CA2026-10-09
TD Private Client Wealth LLC
5,206$170.8K0.0%ETFLowNew York, NY2026-10-28
KFG LLC
4,546$149.2K0.1%ETFN/ARapid City, SD2026-11-02
Heritage Family Offices, LLP
3,562$116.9K0.0%GrowthHighScottsdale, AZ2026-11-02
Reap Financial Group, LLC
1,416$46.4K0.0%ETFLowAustin, TX2026-11-02
Triumph Capital Management
1,400$45.9K0.0%ETFMediumDenver, CO2026-10-14
Fifth Third Bancorp
1,160$38.1K0.0%IndexVery LowCincinnati, OH2026-11-05
Farther Finance Advisors, LLC
748$24.5K0.0%IndexLowSan Francisco, CA2026-10-08
Compass Financial Management LLC
425$13.9K0.0%CoreN/ATampa, FL2026-10-30
Covestor Ltd
40$10.0%ValueHighLondon, United Kingdom2026-10-30
Pinnacle Wealth Planning Services, Inc.
20$6630.0%GARPLowMansfield, OH2026-10-27
Dhjj Financial Advisors, Ltd.
2$660.0%ETFVery LowNaperville, IL2026-10-23