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Wisdomtree Equity Premium in (WTPI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares2,040,032 from 1,883,263
Change+156,769 (+8%)
Value$66.9M (+$5.2M)
Filed 2026-11-06
Kestra Advisory Services, LLC
INCREASED
Shares375,150 from 157,334
Change+217,816 (+138%)
Value$12.3M (+$7.1M)
Filed 2026-11-02
WealthPlan Investment Management, LLC
INCREASED
Shares279,136 from 242,352
Change+36,784 (+15%)
Value$9.2M (+$1.2M)
Filed 2026-10-15
Solutions 4 Wealth, Ltd
INCREASED
Shares276,646 from 240,518
Change+36,128 (+15%)
Value$9.1M (+$1.2M)
Filed 2026-11-03
Compass Financial Services Inc
INCREASED
Shares225,246 from 175,132
Change+50,114 (+29%)
Value$7.4M (+$1.6M)
Filed 2026-11-06
Central Trust Co
INCREASED
Shares184,147 from 174,550
Change+9,597 (+6%)
Value$6.0M (+$318.4K)
Filed 2026-11-05
US Bancorp \de\
UNCHANGED
Shares116,111 from 116,111
Change0 (0%)
Value$3.8M (+$2.3K)
Filed 2026-11-05
Park Avenue Securities LLC
NEW
Shares80,893
Change+80,893
Value$2.7K
Filed 2026-10-26
Lanark Financial, Inc.
INCREASED
Shares69,189 from 63,321
Change+5,868 (+9%)
Value$2.3M (+$193.8K)
Filed 2026-10-26
Avestar Capital, LLC
DECREASED
Shares62,076 from 63,764
Change-1,688 (-3%)
Value$2.0M (-$54.1K)
Filed 2026-10-28
Visionary Wealth Advisors
INCREASED
Shares48,914 from 47,191
Change+1,723 (+4%)
Value$1.6M (+$57.5K)
Filed 2026-11-04
Creative Planning
INCREASED
Shares40,490 from 38,434
Change+2,056 (+5%)
Value$1.3M (+$68.2K)
Filed 2026-11-02
Tidemark, LLC
DECREASED
Shares40,187 from 46,978
Change-6,791 (-14%)
Value$1.3M (-$221.9K)
Filed 2026-11-09
Alpine Bank Wealth Management
INCREASED
Shares35,422 from 35,376
Change+46 (+0%)
Value$1.2M (+$2.2K)
Filed 2026-10-16
Prosperity Financial Group, Inc.
DECREASED
Shares30,228 from 30,472
Change-244 (-1%)
Value$991.8K (-$7.4K)
Filed 2026-10-29
WealthPLAN Partners, LLC
INCREASED
Shares29,811 from 24,544
Change+5,267 (+21%)
Value$978.1K (+$173.3K)
Filed 2026-10-15
Harbour Investments, Inc.
INCREASED
Shares25,321 from 22,377
Change+2,944 (+13%)
Value$830.8K (+$97.0K)
Filed 2026-11-09
Diversify Advisory Services, LLC
DECREASED
Shares18,499 from 19,536
Change-1,037 (-5%)
Value$614.2K (-$27.6K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares18,499 from 19,536
Change-1,037 (-5%)
Value$614.2K (-$27.6K)
Filed 2026-10-20
Commonwealth Equity Services, LLC
INCREASED
Shares17,764 from 11,746
Change+6,018 (+51%)
Value$582.8K (+$197.7K)
Filed 2026-11-02
PFG Advisors
NEW
Shares16,154
Change+16,154
Value$530.0K
Filed 2026-10-16
Aurora Private Wealth, Inc.
NEW
Shares15,456
Change+15,456
Value$507
Filed 2026-10-20
Avory & Company, LLC
UNCHANGED
Shares15,267 from 15,267
Change0 (0%)
Value$500.9K (+$305)
Filed 2026-10-21
Tactive Advisors, LLC
INCREASED
Shares14,935 from 12,432
Change+2,503 (+20%)
Value$490.0K (+$82.4K)
Filed 2026-10-08
Apollon Wealth Management, LLC
UNCHANGED
Shares11,221 from 11,221
Change0 (0%)
Value$368.2K (+$224)
Filed 2026-10-23
Merit Financial Group, LLC
UNCHANGED
Shares10,403 from 10,403
Change0 (0%)
Value$341.3K (+$208)
Filed 2026-11-06
Trust Point Inc.
DECREASED
Shares9,205 from 85,822
Change-76,617 (-89%)
Value$302.0K (-$2.5M)
Filed 2026-10-27
Fortis Capital Advisors, LLC
NEW
Shares8,201
Change+8,201
Value$269.1K
Filed 2026-11-09
Belpointe Asset Management LLC
NEW
Shares8,201
Change+8,201
Value$269.1K
Filed 2026-11-09
Kestra Private Wealth Services, LLC
INCREASED
Shares7,333 from 7,328
Change+5 (+0%)
Value$240.6K (+$311)
Filed 2026-11-06
Alessandra Capital Management, LLC
INCREASED
Shares7,206 from 6,606
Change+600 (+9%)
Value$236.4K (+$19.8K)
Filed 2026-10-30
White & Co Financial Planning Inc
INCREASED
Shares6,918 from 6,638
Change+280 (+4%)
Value$220.8K (+$3.1K)
Filed 2026-10-16
Financial Management Network Inc
NEW
Shares6,410
Change+6,410
Value$211.1K
Filed 2026-10-09
TD Private Client Wealth LLC
NEW
Shares5,206
Change+5,206
Value$170.8K
Filed 2026-10-28
KFG LLC
NEW
Shares4,546
Change+4,546
Value$149.2K
Filed 2026-11-02
Heritage Family Offices, LLP
NEW
Shares3,562
Change+3,562
Value$116.9K
Filed 2026-11-02
Allworth Financial LP
UNCHANGED
Shares2,150 from 2,150
Change0 (0%)
Value$70.5K ($0)
Filed 2026-11-06
Geneos Wealth Management Inc.
INCREASED
Shares1,911 from 1,225
Change+686 (+56%)
Value$62.7K (+$22.6K)
Filed 2026-11-09
Reap Financial Group, LLC
DECREASED
Shares1,416 from 1,697
Change-281 (-17%)
Value$46.4K (-$9.2K)
Filed 2026-11-02
Triumph Capital Management
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$45.9K (+$28)
Filed 2026-10-14
Fifth Third Bancorp
DECREASED
Shares1,160 from 1,192
Change-32 (-3%)
Value$38.1K (-$1.0K)
Filed 2026-11-05
Highland Investment Advisors LLC
INCREASED
Shares799 from 783
Change+16 (+2%)
Value$26.2K (+$535)
Filed 2026-11-09
Farther Finance Advisors, LLC
DECREASED
Shares748 from 1,198
Change-450 (-38%)
Value$24.5K (-$14.7K)
Filed 2026-10-08
Jacobi Capital Management LLC
NEW
Shares571
Change+571
Value$18.7K
Filed 2026-11-05
Compass Financial Management LLC
UNCHANGED
Shares425 from 425
Change0 (0%)
Value$13.9K (+$8)
Filed 2026-10-30
Covestor Ltd
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$1 ($0)
Filed 2026-10-30
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$663 (+$1)
Filed 2026-10-27
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$66 ($0)
Filed 2026-10-23
Roan Capital Partners
CLOSED
Shares0 from 7,227
Change-7,227 (-100%)
Value$0 (-$237.0K)
Filed 2026-10-09
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,494
Change-1,494 (-100%)
Value$0 (-$49.0K)
Filed 2026-11-02
Granite Bay Wealth Management, LLC
N/A
Shares— from 1,259,604
Change-1,259,604 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 853,355
Change-853,355 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 356,743
Change-356,743 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 298,239
Change-298,239 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 284,265
Change-284,265 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 221,580
Change-221,580 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 202,105
Change-202,105 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 123,547
Change-123,547 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 122,881
Change-122,881 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 96,737
Change-96,737 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 95,620
Change-95,620 (-100%)
Value—
UBS Group AG
N/A
Shares— from 74,645
Change-74,645 (-100%)
Value—
Resolute Capital, LLC
N/A
Shares— from 64,023
Change-64,023 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 57,526
Change-57,526 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 55,442
Change-55,442 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 53,911
Change-53,911 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 44,481
Change-44,481 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 40,600
Change-40,600 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 39,632
Change-39,632 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 36,261
Change-36,261 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 34,752
Change-34,752 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 33,982
Change-33,982 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 27,705
Change-27,705 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 26,906
Change-26,906 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 24,521
Change-24,521 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 19,669
Change-19,669 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 19,499
Change-19,499 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 14,094
Change-14,094 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 13,977
Change-13,977 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 12,830
Change-12,830 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 12,012
Change-12,012 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 9,817
Change-9,817 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 8,600
Change-8,600 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 7,856
Change-7,856 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 6,207
Change-6,207 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 1,525
Change-1,525 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 1,233
Change-1,233 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 1,151
Change-1,151 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 1,030
Change-1,030 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 661
Change-661 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 325
Change-325 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 320
Change-320 (-100%)
Value—
FMR LLC
N/A
Shares— from 224
Change-224 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 52
Change-52 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 14
Change-14 (-100%)
Value—
Status
LPL Financial LLC
INCREASED2,040,0321,883,263+156,769+8%$61.8M$66.9M+$5.2M2026-11-06
Kestra Advisory Services, LLC
INCREASED375,150157,334+217,816+138%$5.2M$12.3M+$7.1M2026-11-02
WealthPlan Investment Management, LLC
INCREASED279,136242,352+36,784+15%$7.9M$9.2M+$1.2M2026-10-15
Solutions 4 Wealth, Ltd
INCREASED276,646240,518+36,128+15%$7.9M$9.1M+$1.2M2026-11-03
Compass Financial Services Inc
INCREASED225,246175,132+50,114+29%$5.7M$7.4M+$1.6M2026-11-06
Central Trust Co
INCREASED184,147174,550+9,597+6%$5.7M$6.0M+$318.4K2026-11-05
US Bancorp \de\
UNCHANGED116,111116,11100%$3.8M$3.8M+$2.3K2026-11-05
Park Avenue Securities LLC
NEW80,893—+80,893——$2.7K—2026-10-26
Lanark Financial, Inc.
INCREASED69,18963,321+5,868+9%$2.1M$2.3M+$193.8K2026-10-26
Avestar Capital, LLC
DECREASED62,07663,764-1,688-3%$2.1M$2.0M-$54.1K2026-10-28
Visionary Wealth Advisors
INCREASED48,91447,191+1,723+4%$1.5M$1.6M+$57.5K2026-11-04
Creative Planning
INCREASED40,49038,434+2,056+5%$1.3M$1.3M+$68.2K2026-11-02
Tidemark, LLC
DECREASED40,18746,978-6,791-14%$1.5M$1.3M-$221.9K2026-11-09
Alpine Bank Wealth Management
INCREASED35,42235,376+46+0%$1.2M$1.2M+$2.2K2026-10-16
Prosperity Financial Group, Inc.
DECREASED30,22830,472-244-1%$999.2K$991.8K-$7.4K2026-10-29
WealthPLAN Partners, LLC
INCREASED29,81124,544+5,267+21%$804.8K$978.1K+$173.3K2026-10-15
Harbour Investments, Inc.
INCREASED25,32122,377+2,944+13%$733.7K$830.8K+$97.0K2026-11-09
Diversify Advisory Services, LLC
DECREASED18,49919,536-1,037-5%$641.7K$614.2K-$27.6K2026-10-20
Diversify Wealth Management, LLC
DECREASED18,49919,536-1,037-5%$641.7K$614.2K-$27.6K2026-10-20
Commonwealth Equity Services, LLC
INCREASED17,76411,746+6,018+51%$385.1K$582.8K+$197.7K2026-11-02
PFG Advisors
NEW16,154—+16,154——$530.0K—2026-10-16
Aurora Private Wealth, Inc.
NEW15,456—+15,456——$507—2026-10-20
Avory & Company, LLC
UNCHANGED15,26715,26700%$500.6K$500.9K+$3052026-10-21
Tactive Advisors, LLC
INCREASED14,93512,432+2,503+20%$407.7K$490.0K+$82.4K2026-10-08
Apollon Wealth Management, LLC
UNCHANGED11,22111,22100%$367.9K$368.2K+$2242026-10-23
Merit Financial Group, LLC
UNCHANGED10,40310,40300%$341.1K$341.3K+$2082026-11-06
Trust Point Inc.
DECREASED9,20585,822-76,617-89%$2.8M$302.0K-$2.5M2026-10-27
Fortis Capital Advisors, LLC
NEW8,201—+8,201——$269.1K—2026-11-09
Belpointe Asset Management LLC
NEW8,201—+8,201——$269.1K—2026-11-09
Kestra Private Wealth Services, LLC
INCREASED7,3337,328+5+0%$240.3K$240.6K+$3112026-11-06
Alessandra Capital Management, LLC
INCREASED7,2066,606+600+9%$216.6K$236.4K+$19.8K2026-10-30
White & Co Financial Planning Inc
INCREASED6,9186,638+280+4%$217.7K$220.8K+$3.1K2026-10-16
Financial Management Network Inc
NEW6,410—+6,410——$211.1K—2026-10-09
TD Private Client Wealth LLC
NEW5,206—+5,206——$170.8K—2026-10-28
KFG LLC
NEW4,546—+4,546——$149.2K—2026-11-02
Heritage Family Offices, LLP
NEW3,562—+3,562——$116.9K—2026-11-02
Allworth Financial LP
UNCHANGED2,1502,15000%$70.5K$70.5K$02026-11-06
Geneos Wealth Management Inc.
INCREASED1,9111,225+686+56%$40.2K$62.7K+$22.6K2026-11-09
Reap Financial Group, LLC
DECREASED1,4161,697-281-17%$55.6K$46.4K-$9.2K2026-11-02
Triumph Capital Management
UNCHANGED1,4001,40000%$45.9K$45.9K+$282026-10-14
Fifth Third Bancorp
DECREASED1,1601,192-32-3%$39.1K$38.1K-$1.0K2026-11-05
Highland Investment Advisors LLC
INCREASED799783+16+2%$25.7K$26.2K+$5352026-11-09
Farther Finance Advisors, LLC
DECREASED7481,198-450-38%$39.3K$24.5K-$14.7K2026-10-08
Jacobi Capital Management LLC
NEW571—+571——$18.7K—2026-11-05
Compass Financial Management LLC
UNCHANGED42542500%$13.9K$13.9K+$82026-10-30
Covestor Ltd
UNCHANGED404000%$1$1$02026-10-30
Pinnacle Wealth Planning Services, Inc.
UNCHANGED202000%$662$663+$12026-10-27
Dhjj Financial Advisors, Ltd.
UNCHANGED2200%$66$66$02026-10-23
Roan Capital Partners
CLOSED07,227-7,227-100%$237.0K$0-$237.0K2026-10-09
International Assets Investment Management, LLC
CLOSED01,494-1,494-100%$49.0K$0-$49.0K2026-11-02
Granite Bay Wealth Management, LLC
N/A—1,259,604-1,259,604-100%$41.3M———
Morgan Stanley
N/A—853,355-853,355-100%$28.0M———
Cary Street Partners Financial LLC
N/A—356,743-356,743-100%$11.7M———
Raymond James Financial Inc
N/A—298,239-298,239-100%$9.8M———
Castle Wealth Management LLC
N/A—284,265-284,265-100%$9.3M———
Cetera Investment Advisers
N/A—221,580-221,580-100%$7.3M———
Pinnacle Financial Partners, Inc.
N/A—202,105-202,105-100%$6.6M———
Private Capital Management, LLC
N/A—123,547-123,547-100%$4.1M———
EP Wealth Advisors, LLC
N/A—122,881-122,881-100%$4.0M———
JPMorgan Chase & Co
N/A—96,737-96,737-100%$3.2M———
Cary Street Partners Investment Advisory LLC
N/A—95,620-95,620-100%$3.1M———
UBS Group AG
N/A—74,645-74,645-100%$2.4M———
Resolute Capital, LLC
N/A—64,023-64,023-100%$2.1M———
Osaic Holdings, Inc.
N/A—57,526-57,526-100%$1.9M———
PFG Investments, LLC
N/A—55,442-55,442-100%$1.8M———
Royal Bank of Canada
N/A—53,911-53,911-100%$1.8M———
Sanctuary Advisors, LLC
N/A—44,481-44,481-100%$1.5M———
NewEdge Advisors, LLC
N/A—40,600-40,600-100%$1.3M———
Arkadios Wealth Advisors
N/A—39,632-39,632-100%$1.3M———
Cresset Asset Management, LLC
N/A—36,261-36,261-100%$1.2M———
Susquehanna International Group, LLP
N/A—34,752-34,752-100%$1.1M———
Envestnet Asset Management Inc
N/A—33,982-33,982-100%$1.1M———
Old Mission Capital LLC
N/A—27,705-27,705-100%$908.4K———
Jane Street Group, LLC
N/A—26,906-26,906-100%$882.2K———
Private Advisor Group, LLC
N/A—24,521-24,521-100%$804.1K———
Kovack Advisors, Inc.
N/A—19,669-19,669-100%$645.7K———
MML Investors Services, LLC
N/A—19,499-19,499-100%$639.4K———
Maridea Wealth Management LLC
N/A—14,094-14,094-100%$462.1K———
Arax Advisory Partners
N/A—13,977-13,977-100%$458.3K———
Advyzon Investment Management, LLC
N/A—12,830-12,830-100%$420.7K———
WCG Wealth Advisors LLC
N/A—12,012-12,012-100%$393.9K———
Ameritas Advisory Services, LLC
N/A—9,817-9,817-100%$321.9K———
Synergy Investment Management, LLC
N/A—8,600-8,600-100%$282.0K———
Integrated Wealth Concepts LLC
N/A—7,856-7,856-100%$257.6K———
Cerity Partners LLC
N/A—6,207-6,207-100%$203.5K———
Wellington-Altus USA Inc.
N/A—1,525-1,525-100%$48.7K———
Founders Financial Alliance, LLC
N/A—1,233-1,233-100%$40.4K———
Swan Capital LLC
N/A—1,151-1,151-100%$37.7K———
PIN OAK Investment Advisors Inc
N/A—1,030-1,030-100%$34.0K———
Federation des caisses Desjardins du Quebec
N/A—661-661-100%$21.7K———
Aptus Capital Advisors, LLC
N/A—500-500-100%$16.4K———
AE Wealth Management LLC
N/A—325-325-100%$10.7K———
Wells Fargo & Company
N/A—320-320-100%$10.5K———
FMR LLC
N/A—224-224-100%$7.3K———
Smartleaf Asset Management LLC
N/A—52-52-100%$1.7K———
SHP Wealth Management
N/A—14-14-100%$459———
Showing 96 of 96 institutions