§ EQUITY
USDWTPI
WISDOMTREE EQUITY PREMIUM IN
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
OPEN 33.02HIGH 33.06LOW 32.94
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
54 increased/new, 20 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| LPL Financial LLC | 1.7M | 0.0% | +62% |
| Granite Bay Wealth Management, LLC | 1.2M | 8.2% | +353% |
| Morgan Stanley | 673K | 0.0% | −49% |
| CARY STREET PARTNERS FINANCIAL LLC | 328K | 0.3% | +8% |
| CASTLE WEALTH MANAGEMENT LLC | 276K | 2.9% | +2% |
| WealthPlan Investment Management, LLC | 245K | 0.4% | +177% |
◇ AC INTELLIGENCE
Top institutional owners for WTPI as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER84.8% · 79 holders
DEALER / BANK15.1% · 8 holders
INCOME / DEFENSIVE0.1% · 1 holder
QUALITY / COMPOUNDER0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for WTPI in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention WTPI yet.