WTPI

WisdomTree Equity Premium Income FundWisdomTree
$32.84-0.34 (-1.03%)Close
AUM$441.8M
Expense Ratio0.44%
NAV$33.13
Holdings6
InceptionFeb 24, 2016

Price Chart

Key Statistics

Previous Close

$33.18

Day Range

$32.74$32.99

52-Week Range

$28.20$33.92

Avg Volume

162.6K

Dividend Yield

11.90%

Expense Ratio

0.44%

AUM

$441.8M

Shares Outstanding

13.5M

Sector Breakdown

SectorWeight %
Cash & Others100.00%

Country Allocation

CountryWeight %
Other100.00%

Fund Information

Subcategory
Covered Call
Inception Date
Feb 24, 2016
Exchange
NYSE_ARCA
Description
The WisdomTree Equity Premium Income Fund (Ticker: WTPI) is an exchange-traded fund (ETF) managed by WisdomTree, Inc. The fund seeks to provide investors with consistent income by selling put options bi-weekly on the S&P 500 Index, targeting a 2.5% premium. This strategy aims to capitalize on the volatility premium in the options market, potentially offering attractive income opportunities, especially in flat-to-down market conditions.

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SGOViShares 0-3 Month Treasury Bond ETF$77.64B0.09%24
BSVVanguard Short-Term Bond ETF$69.20B0.03%30

The WisdomTree Equity Premium Income Fund (WTPI) is an exchange-traded fund issued by WisdomTree that launched on Feb 24, 2016. It currently manages $441.8M in assets under management. The fund charges an expense ratio of 0.44%. The fund holds 6 securities in its portfolio. It falls under the Cash & Others category.

Top 10 holdings represent 100.0% of the fund

RankSymbolNameWeight %SharesMarket Value
1912797QN0TREASURY BILL 0 5/14/202646.61%220,000,000$218.6M
2912797RG4TREASURY BILL 0 8/6/202646.23%220,000,000$216.8M
397717Y527WISDOMTREE FLOATING RATE TRE3.78%352,178$17.7M
4020LWKVT1SPXW US 04/02/26 P70201.77%-332$-8304980
501YPV60K9SPXW US 03/20/26 P69101.11%-331$-5213250
6DREYFUS TRSY OBLIG CASH MGMT CL INS0.48%2,272,424$2.3M
7US DOLLAR0.01%-57,926$-57926

Detailed Returns

PeriodReturnETFCat. Avgvs Avg
1D
-1.03%
1W
-0.51%
1M
-1.92%
3M
+0.24%
6M
-0.03%
YTD
+0.09%
1Y
+15.95%
3Y
+15.95%
5Y
+15.95%

Moving Averages

20-Day MA

$33.34

Below 20-Day MA
50-Day MA

$33.44

Below 50-Day MA
200-Day MA

$32.91

Below 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$33.92

Current Price

$32.84

52-Week Low

$28.20

$28.20$33.92

Current Yield

11.90%

Annual Dividend

$1.3827

Frequency

12x/year

Last Ex-Date

Jan 27, 2026

Dividend History

Ex-DateAmountPay Date
Jan 27, 2026$0.2521Jan 29, 2026
Dec 26, 2025$0.0837Dec 30, 2025
Dec 10, 2025$0.7218Dec 12, 2025
Nov 24, 2025$0.3250Nov 26, 2025
Oct 28, 2025$0.3350Oct 30, 2025
Sep 25, 2025$0.3300Sep 29, 2025
Aug 26, 2025$0.3250Aug 28, 2025
Jul 28, 2025$0.3250Jul 30, 2025
Jun 25, 2025$0.3150Jun 27, 2025
May 27, 2025$0.3100May 29, 2025
Apr 25, 2025$0.3000Apr 29, 2025
Mar 26, 2025$0.3150Mar 28, 2025
Feb 25, 2025$0.3300Feb 27, 2025
Jan 28, 2025$0.3350Jan 30, 2025

Dividend Payments Over Time

Category Comparison

MetricWTPICash & Others(1031 ETFs)Covered Call(101 ETFs)
Fund Info
Expense Ratio0.44%0.61%0.72%
AUM$441.8M$2.64B$1.22B
Dividend Yield11.90%9.23%17.79%
Avg Volume162.6K1.9M449.6K
Holdings638669
Performance
1-Month Return-1.57%-0.30%-2.08%
6-Month Return+0.74%-1.06%-5.12%
YTD Return+0.48%+0.13%-2.06%
1-Year Return+2.38%+0.66%

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