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WISDOMTREE EQUITY PREMIUM INCOME FUND · 13F 机构持仓分析
期权收益计算器 机构排行
W

WISDOMTREE EQUITY PREMIUM INCOME FUND

WTPI
持有机构数
84
机构合计市值 (Q2 2026)
$2.70亿
机构合计股数 (Q2 2026)
822.8万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+151.8万股
51 · 9 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-47.2万股
34 · 14 清仓 · ≈
⚖️ 净额
+104.7万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2.70亿
持有机构数
84
新买入
9
加仓
42
减仓
20
清仓
14
持股不变
13
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
LPL金融LPL Financial LLC
0.01%0.01%#34$6,175.2万188.3万股$5,314.1万166.5万股+21.8万股+13.09%加仓
Granite Bay Wealth Management, LLC
3.8%8.17%#2$4,130.2万126.0万股$3,841.1万120.4万股+5.6万股+4.64%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#58$2,798.2万85.3万股$1,642.7万49.4万股+36.0万股+72.83%加仓
CARY STREET PARTNERS FINANCIAL LLC
0.25%0.26%#12$1,169.8万35.7万股$1,045.3万32.8万股+2.9万股+8.90%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#52$977.9万29.8万股$774.5万24.3万股+5.6万股+22.88%加仓
CASTLE WEALTH MANAGEMENT LLC
2.76%2.85%#3$932.1万28.4万股$879.5万27.6万股+8,657股+3.14%加仓
WealthPlan Investment Management, LLC
0.39%0.44%#8$794.7万24.2万股$781.2万24.5万股-2,453股-1.00%减仓
Solutions 4 Wealth, Ltd
10.18%9.45%#1$788.7万24.1万股$628.6万19.7万股+4.4万股+22.10%加仓
Cetera投资顾问Cetera Investment Advisers
0.01%0.01%#43$726.6万22.2万股$599.8万18.8万股+3.4万股+17.87%加仓
Pinnacle金融合伙人Pinnacle Financial Partners, Inc.
0.05%#27$662.7万20.2万股$00股+20.2万股新买入
Compass Financial Services Inc
2.15%2.2%#4$574.3万17.5万股$507.1万15.9万股+1.6万股+10.20%加仓
中央信托CENTRAL TRUST Co
0.1%0.08%#21$572.4万17.5万股$397.4万12.5万股+5.0万股+40.15%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.02%0.02%#31$515.9万15.7万股$447.0万14.0万股+1.7万股+12.31%加仓
Private Capital Management, LLC
0.36%0.36%#9$405.1万12.4万股$366.1万11.5万股+8,831股+7.70%加仓
EP财富顾问EP Wealth Advisors, LLC
0.02%#32$402.9万12.3万股$00股+12.3万股新买入
美国合众银行US BANCORP \DE\
<0.01%<0.01%#48$380.7万11.6万股$370.5万11.6万股00.00%持仓不变
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#71$315.4万9.7万股$107.0万3.4万股+6.2万股+181.15%加仓
CARY STREET PARTNERS INVESTMENT ADVISORY LLC
0.63%0.28%#6$313.5万9.6万股$108.4万3.4万股+6.2万股+181.37%加仓
Trust Point Inc.
0.24%0.31%#13$281.4万8.6万股$356.8万11.2万股-2.6万股-23.25%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#65$244.8万7.5万股$237.1万7.4万股+344股+0.46%加仓
RESOLUTE CAPITAL, LLC
0.72%0.63%#5$209.9万6.4万股$155.7万4.9万股+1.5万股+31.18%加仓
Avestar Capital, LLC
0.12%0.12%#20$209.1万6.4万股$187.6万5.9万股+4,960股+8.43%加仓
LANARK FINANCIAL, INC.
0.14%0.12%#18$207.6万6.3万股$162.6万5.1万股+1.2万股+24.26%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#54$188.7万5.8万股$164.1万5.1万股+6,118股+11.90%加仓
PFG 投资PFG Investments, LLC
0.07%0.08%#23$181.8万5.5万股$177.4万5.6万股-150股-0.27%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#68$176.7万5.4万股$150.5万4.7万股+6,738股+14.28%加仓
Visionary Wealth 顾问Visionary Wealth Advisors
0.06%0.06%#25$154.7万4.7万股$129.4万4.1万股+6,631股+16.35%加仓
Tidemark, LLC
0.35%0.44%#10$154.0万4.7万股$174.3万5.5万股-7,653股-14.01%减仓
Sanctuary顾问Sanctuary Advisors, LLC
0.01%0.01%#42$145.9万4.4万股$139.7万4.4万股+694股+1.58%加仓
NewEdge顾问NewEdge Advisors, LLC
<0.01%0.01%#49$133.1万4.1万股$150.4万4.7万股-6,541股-13.88%减仓
阿卡迪奥斯财富顾问Arkadios Wealth Advisors
0.02%0.02%#30$130.0万4.0万股$115.3万3.6万股+3,502股+9.69%加仓
Creative Planning财富管理Creative Planning
<0.01%<0.01%#63$126.0万3.8万股$109.7万3.4万股+4,059股+11.81%加仓
Cresset资产管理Cresset Asset Management, LLC
<0.01%<0.01%#47$118.9万3.6万股$104.1万3.3万股+3,650股+11.19%加仓
Alpine Bank Wealth Management
0.15%0.77%#17$116.0万3.5万股$527.5万16.5万股-13.0万股-78.60%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#73$114.0万3.5万股$00股+3.5万股新买入
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#69$111.4万3.4万股$152.5万4.8万股-1.4万股-28.89%减仓
Prosperity Financial Group, Inc.
0.31%0.35%#11$99.9万3.0万股$95.9万3.0万股+421股+1.40%加仓
旧使命资本OLD MISSION CAPITAL LLC
0.01%#33$90.8万2.8万股$00股+2.8万股新买入
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#74$88.2万2.7万股$159.8万5.0万股-2.3万股-46.28%减仓
WealthPLAN Partners, LLC
0.15%0.11%#15$80.5万2.5万股$57.0万1.8万股+6,678股+37.38%加仓
Private Advisor集团Private Advisor Group, LLC
<0.01%<0.01%#50$80.4万2.5万股$70.7万2.2万股+2,373股+10.71%加仓
港湾投资HARBOUR INVESTMENTS, INC.
0.01%0.01%#37$73.4万2.2万股$69.0万2.2万股+744股+3.44%加仓
Kovack Advisors, Inc.
0.03%0.03%#28$64.6万2.0万股$64.1万2.0万股-427股-2.12%减仓
多元化财富管理DIVERSIFY WEALTH MANAGEMENT, LLC
0.01%0.02%#41$64.2万2.0万股$84.7万2.6万股-6,315股-24.43%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#60$63.9万1.9万股$75.7万2.4万股-4,229股-17.82%减仓
Avory & Company, LLC
0.63%0.63%#7$50.1万1.5万股$48.4万1.5万股+100股+0.66%加仓
Maridea Wealth Management LLC
0.05%0.07%#26$46.2万1.4万股$49.5万1.6万股-1,410股-9.09%减仓
Arax顾问Arax Advisory Partners
<0.01%#51$45.8万1.4万股$00股+1.4万股新买入
Advyzon Investment Management, LLC
0.03%0.03%#29$42.1万1.3万股$34.0万1.1万股+2,163股+20.28%加仓
Tactive Advisors, LLC
0.1%0.09%#22$40.8万1.2万股$30.3万9,502股+2,930股+30.84%加仓

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