Q3 2025 13F Holders as of 30 Sep 2025
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Type / Class
-
Equity / EQUITY PREMIUM
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Total 13F shares
-
4,623,707
-
Share change
-
+474,192
-
Total reported value
-
$153,647,349
-
Price per share
-
$33.27
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Number of holders
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71
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Value change
-
+$15,766,323
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Number of buys
-
40
-
Number of sells
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24
Institutional Holders of WISDOMTREE TR - EQUITY PREMIUM (WTPI) as of Q3 2025
As of 30 Sep 2025 WISDOMTREE TR - EQUITY PREMIUM (WTPI) had 71 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 4,623,707 shares of stock of the company.
Largest 10 holders included CARY STREET PARTNERS FINANCIAL LLC, MORGAN STANLEY, LPL Financial LLC, CASTLE WEALTH MANAGEMENT LLC, Granite Bay Wealth Management, LLC, TRUST POINT INC., Solutions 4 Wealth, Ltd, Cetera Investment Advisers, RAYMOND JAMES FINANCIAL INC, and Compass Financial Services Inc.
This table shows 71 institutional shareholders of the security as of 30 Sep 2025.
| 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.