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Wisdomtree Cboe S&p 500 Putwri shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Wisdomtree Cboe S&p 500 Putwri (WTPI) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Wisdomtree Cboe S&p 500 Putwri

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Cboe S&p 500 Putwri held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Cboe S&p 500 Putwri by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $4.0M 123k 32.79

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Top funds holding Wisdomtree Cboe S&p 500 Putwri

LPL Financial
Granite Bay Wealth Management
Morgan Stanley
Cary Street Partners Financial
Raymond James Financial
Castle Wealth Management
WealthPlan Investment Management
Solutions 4 Wealth
Cetera Investment Advisers
Pinnacle Financial Partners
Compass Financial Services
Central Trust & Investment
Kestra Advisory Services
Private Capital Management
EP Wealth Advisors

View all funds holding Wisdomtree Cboe S&p 500 Putwri