WTPI

WisdomTree$33.01-0.39 (-1.17%)
AUM $508.3MER 0.44%NAV $33.22Holdings 6

Price Chart

Key Statistics

Previous Close

$33.40

Day Range

$32.97$33.10

52-Week Range

$31.10$33.92

Avg Volume

92.5K

Dividend Yield

11.90%

Expense Ratio

0.44%

AUM

$508.3M

Shares Outstanding

14.9M

ETF Grades

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Sector Breakdown

SectorWeight %
Financial Services100.00%

Country Allocation

CountryWeight %
Other100.00%

Fund Information

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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VTVVanguard Morningstar Value ETF$256.50B
IEFAiShares Core MSCI EAFE ETF$195.14B
IJRiShares Core S&P Small-Cap ETF$111.19B

The WisdomTree Equity Premium Income Fund (WTPI) is an exchange-traded fund issued by WisdomTree that launched on Feb 24, 2016. It currently manages $508.3M 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 Financial Services category.

Top 10 holdings represent 100.0% of the fund

RankSymbolNameWeight %SharesMarket Value
1912797UM7TREASURY BILL 0 11/5/202647.83%228,000,000$224.0M
2912797RG4TREASURY BILL 0 8/6/202647.22%223,000,000$221.1M
397717Y527WISDOMTREE FLOATING RATE TRE4.46%413,970$20.9M
4DREYFUS TRSY OBLIG CASH MGMT CL INS1.46%6,818,068$6.8M
5US DOLLAR-0.02%-79,281$-79281
6BYM72GYK74SPY US 06/05/26 P719-0.19%-3,328$-909309
7BYM74TGL54SPY US 06/18/26 P742-0.75%-3,262$-3495722

Detailed Returns

PeriodReturnETF
1D
-1.17%
1W
-0.97%
1M
+0.48%
3M
-0.52%
6M
-1.17%
YTD
-0.43%
1Y
+1.41%
3Y
+4.53%
5Y
+0.64%

Moving Averages

20-Day MA

$33.22

Below 20-Day MA
50-Day MA

$33.03

Below 50-Day MA
200-Day MA

$33.09

Below 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$33.92

Current Price

$33.01

52-Week Low

$31.10

$31.10$33.92

Current Yield

11.90%

Annual Dividend

$1.2375

Frequency

Monthlyx/year

Last Ex-Date

May 26, 2026

Dividend History

Ex-DateAmountPay Date
May 26, 2026$0.3326May 28, 2026
Apr 27, 2026$0.3296Apr 29, 2026
Mar 26, 2026$0.3232Mar 30, 2026
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
Dec 26, 2024$0.3376Dec 30, 2024
Nov 25, 2024$0.3350Nov 27, 2024
Oct 28, 2024$0.3350Oct 30, 2024

Dividend Payments Over Time

Category Comparison

MetricWTPIFinancial Services(803 ETFs)Covered Call(103 ETFs)
Fund Info
Expense Ratio0.44%0.66%0.72%
AUM$508.3M$4.19B$1.38B
Dividend Yield11.90%4.74%16.09%
Avg Volume92.5K809.5K235.5K
Holdings626169
Performance
1-Month Return+1.74%+2.52%+2.18%
6-Month Return+2.33%+7.03%+1.35%
YTD Return+1.15%+9.88%-1.57%
1-Year Return-0.86%+8.83%-2.61%

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