Institutional Ownership
Wisdomtree Tr
CUSIP 97717X560EQUITY PREMIUMWTPIQ1 2026
Institutional Holders
89
13F filers
Shares Held
7.36M
Aggregate institutional
Institutional Value
$233.40M
Q1 2026
Net New Holders
+5
19 new · 14 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions19
Increased41
Decreased10
Sold out14
Institutional Holders
89 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 1.67M | $53.14M | +637.7K | Added |
| 2 | Granite Bay Wealth Management, LLC | 1.20M | $38.41M | +938.3K | Added |
| 3 | Morgan Stanley | 673.1K | $21.48M | +16.6K | Added |
| 4 | Cary Street Partners Financial LLC | 327.6K | $10.45M | +24.6K | Added |
| 5 | Castle Wealth Management LLC | 275.6K | $8.79M | +5.7K | Added |
| 6 | Wealthplan Investment Management, LLC | 244.8K | $7.81M | +156.5K | Added |
| 7 | Raymond James Financial Inc | 242.7K | $7.74M | +143.9K | Added |
| 8 | Solutions 4 Wealth, Ltd | 197.0K | $6.29M | +10.0K | Added |
| 9 | Cetera Investment Advisers | 188.0K | $6.00M | +21.1K | Added |
| 10 | Alpine Bank Wealth Management | 165.3K | $5.28M | +165.3K | New |
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