JY
WTPI

Jeff Yass’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Jeff Yass’s Portfolio WTPI Stock Details WTPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.14M Buy
+34,752
New +$1.14M ﹤0.01% 7863
2026
Q1 		– Sell
-8,737
Closed -$288K – 14459
2025
Q4 		$288K Sell
8,737
-53,534
-86% -$1.79M ﹤0.01% 10042
2025
Q3 		$2.07M Buy
62,271
+32,211
+107% +$1.05M ﹤0.01% 5722
2025
Q2 		$963K Buy
30,060
+5,089
+20% +$158K ﹤0.01% 7528
2025
Q1 		$778K Buy
24,971
+18,585
+291% +$609K ﹤0.01% 7893
2024
Q4 		$211K Sell
6,386
-65,563
-91% -$2.21M ﹤0.01% 10626
2024
Q3 		$2.38M Buy
71,949
+37,552
+109% +$1.24M ﹤0.01% 4947
2024
Q2 		$1.15M Buy
34,397
+8,967
+35% +$295K ﹤0.01% 6265
2024
Q1 		$847K Sell
25,430
-18,461
-42% -$601K ﹤0.01% 7283
2023
Q4 		$1.39M Buy
43,891
+29,569
+206% +$920K ﹤0.01% 6176
2023
Q3 		$440K Sell
14,322
-1,540
-10% -$49.4K ﹤0.01% 8530
2023
Q2 		$514K Sell
15,862
-25,431
-62% -$805K ﹤0.01% 8246
2023
Q1 		$1.28M Sell
41,293
-1,317
-3% -$40.4K ﹤0.01% 6186
2022
Q4 		$1.28M Sell
42,610
-1,159
-3% -$35.4K ﹤0.01% 5643
2022
Q3 		$1.3M Buy
43,769
+2,692
+7% +$86.6K ﹤0.01% 5946
2022
Q2 		$1.31M Buy
41,077
+20,333
+98% +$679K ﹤0.01% 5869
2022
Q1 		$728K Sell
20,744
-16,748
-45% -$569K ﹤0.01% 7980
2021
Q4 		$1.29M Buy
37,492
+27,225
+265% +$920K ﹤0.01% 6588
2021
Q3 		$334K Buy
10,267
+3,311
+48% +$107K ﹤0.01% 10345
2021
Q2 		$221K Sell
6,956
-21,008
-75% -$648K ﹤0.01% 11390
2021
Q1 		$845K Buy
27,964
+16,373
+141% +$479K ﹤0.01% 8164
2020
Q4 		$331K Sell
11,591
-6,522
-36% -$181K ﹤0.01% 9081
2020
Q3 		$485K Buy
+18,113
New +$473K ﹤0.01% 7741
2020
Q2 		– Sell
-24,428
Closed -$550K – 11096
2020
Q1 		$550K Buy
24,428
+11,597
+90% +$310K ﹤0.01% 6728
2019
Q4 		$365K Sell
12,831
-4,915
-28% -$139K ﹤0.01% 7614
2019
Q3 		$490K Sell
17,746
-1,927
-10% -$53.3K ﹤0.01% 7351
2019
Q2 		$543K Sell
19,673
-2,838
-13% -$77K ﹤0.01% 7095
2019
Q1 		$606K Sell
22,511
-5,549
-20% -$146K ﹤0.01% 5919
2018
Q4 		$714K Buy
+28,060
New +$799K ﹤0.01% 5348
2018
Q2 		– Sell
-32,178
Closed -$909K – 10572
2018
Q1 		$909K Buy
32,178
+22,921
+248% +$660K ﹤0.01% 5452
2017
Q4 		$269K Buy
+9,257
New +$273K ﹤0.01% 7778

Other funds holding WTPI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $1.09B AUM 22.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CWM
Castle Wealth Management West Palm Beach, Florida $338M AUM 18.79% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
S4W
Solutions 4 Wealth Southlake, Texas $77.5M AUM 17.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

Jeff Yass's WTPI Position: Q2 2026 in Review

Jeff Yass opened a new position in WisdomTree Equity Premium Income Fund (WTPI) in Q2 2026: 34,752 shares worth $1.14M. The stake represents ﹤0.01% of the portfolio and ranks #7863 among its holdings. This is a return to the name: Jeff Yass previously reported a position in WTPI as recently as Q4 2025.

Jeff Yass first reported a position in WTPI in Q4 2017 and has held it in 31 quarters since. The position peaked at $2.38M in Q3 2024. 85 funds tracked by Wall St. Rank hold WTPI as of Q2 2026.

  • Jeff Yass held 34,752 shares of WisdomTree Equity Premium Income Fund worth $1.14M as of Q2 2026.
  • WisdomTree Equity Premium Income Fund was a new Jeff Yass position in Q2 2026.
  • WisdomTree Equity Premium Income Fund made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #7863 holding.
  • Jeff Yass first reported a position in WisdomTree Equity Premium Income Fund in Q4 2017 and has held it in 31 quarters since.
  • Jeff Yass's WisdomTree Equity Premium Income Fund position peaked at $2.38M in Q3 2024.
  • 85 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.