Performance analysis of WTPI (WISDOMTREE EQUITY PREMIUM INCOME FUND)
Annual Return
Over the past 3 years, WTPI has had an average annual return of +13.69%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, WTPI has had an average annual return of +10.01%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, WTPI has had an average annual return of +8.32%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Feb 24, 2016, WTPI has had an average annual return of +8.48%, underperforming the benchmark SPY, which returned +16.14% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +4.46% | +14.42% | +17.15% | +15.50% | -10.12% | +20.94% | +1.65% | +13.55% | -7.08% | +10.08% | +11.18% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.39% | -0.47% | -3.49% | +3.79% | +2.36% | -0.03% | +4.46% | ||||||
| 2025 | +2.51% | -1.05% | -4.05% | +0.04% | +2.70% | +3.15% | +1.91% | +2.09% | +2.82% | +1.54% | +1.47% | +0.64% | +14.42% |
| 2024 | +1.98% | +3.67% | +2.35% | -3.08% | +3.92% | +2.47% | +0.55% | +0.30% | +1.37% | +0.28% | +4.34% | -1.93% | +17.15% |
| 2023 | +3.76% | -0.22% | +1.87% | +1.95% | +1.29% | +3.10% | +2.13% | -1.05% | -3.52% | -1.63% | +4.81% | +2.33% | +15.50% |
| 2022 | -2.02% | -0.30% | +4.15% | -4.14% | -1.80% | -3.32% | +3.46% | -4.48% | -5.56% | +3.38% | +2.30% | -1.66% | -10.12% |
| 2021 | -0.26% | +1.85% | +4.18% | +0.50% | +2.31% | +2.28% | +1.58% | +1.69% | -0.75% | +3.93% | -1.16% | +3.17% | +20.94% |
| 2020 | -1.09% | -8.02% | -13.13% | +5.82% | +3.40% | +1.67% | +3.84% | +2.88% | +0.03% | -3.07% | +9.13% | +2.28% | +1.65% |
| 2019 | +3.30% | +1.14% | +1.28% | +1.60% | -4.02% | +4.92% | +1.62% | -2.03% | +0.73% | +2.43% | +1.16% | +0.94% | +13.55% |
| 2018 | +0.87% | -2.12% | -1.56% | +2.38% | +1.62% | +0.17% | +2.31% | +1.66% | +0.09% | -6.26% | +2.40% | -8.19% | -7.08% |
| 2017 | +1.83% | +1.08% | +0.75% | +0.81% | +1.05% | +0.49% | +0.83% | +0.17% | +0.61% | +0.51% | +1.29% | +0.25% | +10.08% |
Drawdown analysis of WTPI (WISDOMTREE EQUITY PREMIUM INCOME FUND)
The maximum drawdown for the WTPI was -28.40%, occurring on Mar 23, 2020. Recovery took 202 trading sessions.
The current WTPI drawdown is -0.09%.
Since Feb 24, 2016 WTPI has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -28.40% | Feb 21, 2020 | 21 | Mar 23, 2020 | 202 | Jan 8, 2021 | 223 |
| -16.57% | Apr 20, 2022 | 121 | Oct 12, 2022 | 295 | Dec 14, 2023 | 416 |
| -15.35% | Oct 2, 2018 | 57 | Dec 24, 2018 | 257 | Jan 2, 2020 | 314 |
| -15.24% | Feb 19, 2025 | 34 | Apr 8, 2025 | 67 | Jul 16, 2025 | 101 |
| -8.19% | Jan 26, 2018 | 9 | Feb 8, 2018 | 70 | May 21, 2018 | 79 |
| -7.55% | Jul 16, 2024 | 14 | Aug 5, 2024 | 45 | Oct 8, 2024 | 59 |
| -7.13% | Feb 10, 2026 | 33 | Mar 30, 2026 | 31 | May 13, 2026 | 64 |
| -5.43% | Dec 29, 2021 | 19 | Jan 26, 2022 | 37 | Mar 21, 2022 | 56 |
| -4.82% | Mar 28, 2024 | 15 | Apr 19, 2024 | 18 | May 15, 2024 | 33 |
| -3.54% | Dec 16, 2024 | 17 | Jan 13, 2025 | 7 | Jan 23, 2025 | 24 |
| -3.26% | Nov 12, 2025 | 6 | Nov 20, 2025 | 4 | Nov 26, 2025 | 10 |
| -3.03% | Feb 17, 2021 | 11 | Mar 4, 2021 | 4 | Mar 10, 2021 | 15 |
| -2.95% | Jun 23, 2016 | 2 | Jun 27, 2016 | 4 | Jul 1, 2016 | 6 |
| -2.92% | Nov 18, 2021 | 8 | Dec 1, 2021 | 5 | Dec 8, 2021 | 13 |
| -2.70% | Sep 24, 2021 | 6 | Oct 4, 2021 | 8 | Oct 14, 2021 | 14 |
| -2.67% | May 7, 2021 | 3 | May 12, 2021 | 6 | May 20, 2021 | 9 |
| -2.28% | Feb 2, 2026 | 3 | Feb 5, 2026 | 3 | Feb 10, 2026 | 6 |
| -2.23% | Jan 22, 2021 | 5 | Jan 29, 2021 | 3 | Feb 3, 2021 | 8 |
| -2.09% | Sep 7, 2016 | 5 | Sep 14, 2016 | 25 | Oct 19, 2016 | 30 |
| -1.92% | Jan 14, 2020 | 12 | Jan 31, 2020 | 3 | Feb 5, 2020 | 15 |
| -1.88% | Oct 8, 2025 | 2 | Oct 10, 2025 | 6 | Oct 20, 2025 | 8 |
| -1.86% | Oct 24, 2016 | 8 | Nov 3, 2016 | 4 | Nov 9, 2016 | 12 |
| -1.84% | Jan 12, 2026 | 5 | Jan 20, 2026 | 4 | Jan 26, 2026 | 9 |
| -1.72% | Jul 14, 2021 | 3 | Jul 19, 2021 | 3 | Jul 22, 2021 | 6 |
| -1.72% | Jun 15, 2018 | 8 | Jun 27, 2018 | 6 | Jul 6, 2018 | 14 |