WisdomTree Equity Premium Income Fund (WTPI) Performance
WTPI total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +7.4% since Dec 31, 2025
- 1 year
- +10.3% total return
- 5 years
- +8.8% a year
- 10 years
- +8.1% a year
- Since first price
- +8.4% a year since 2016
WTPI trailing returns vs SPY, QQQ, AGG
| Period | WTPI total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −0.3% | −1.3% | −1.0% | −5.0% | +0.9% |
| 3 months | +3.4% | +0.3% | +3.2% | +1.9% | −0.4% |
| 6 months | +5.8% | −0.4% | +7.8% | +8.4% | −1.5% |
| YTD | +7.4% | −0.7% | +12.3% | +15.1% | −1.0% |
| 1 year | +10.3% | −2.4% | +14.4% | +15.9% | −1.1% |
| 3 years | +53.1%+15.2%/yr | +7.6% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +52.7%+8.8%/yr | −3.0% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +118.6%+8.1%/yr | +20.2% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| Since inceptionFeb 24, 2016 | +137.2%+8.4%/yr | +30.5% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: WTPI vs SPY
From Feb 24, 2016: WTPI grew to $23,725, SPY to $46,775.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
WTPI returns by calendar year
7 of 9 full years positive. Best 2021 (+20.9%), worst 2022 (−10.1%). 2026 is year to date.
WTPI annual returns table
| Year | WTPI | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +7.4% | −7.1% | +12.3% | +15.1% | −1.0% |
| 2025 | +14.5% | −15.3% | +17.7% | +20.8% | +7.2% |
| 2024 | +17.2% | −7.5% | +24.9% | +25.6% | +1.3% |
| 2023 | +15.5% | −7.5% | +26.2% | +54.9% | +5.7% |
| 2022 | −10.1% | −16.6% | −18.2% | −32.6% | −13.0% |
| 2021 | +20.9% | −3.0% | +28.7% | +27.4% | −1.8% |
| 2020 | +1.6% | −28.4% | +18.3% | +48.6% | +7.5% |
| 2019 | +13.6% | −4.6% | +31.2% | +39.0% | +8.5% |
| 2018 | −7.2% | −15.4% | −4.6% | −0.1% | +0.1% |
| 2017 | +10.1% | −1.4% | +21.7% | +32.7% | +3.6% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
WTPI largest drawdowns
Now 1.5% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 21, 2020 | −28.4% | Mar 23, 2020 | Jan 8, 2021 | 31 days | 11 months |
| Apr 20, 2022 | −16.6% | Oct 12, 2022 | Dec 14, 2023 | 6 months | 1.7 years |
| Oct 2, 2018 | −15.4% | Dec 24, 2018 | Jan 2, 2020 | 3 months | 1.3 years |
| Feb 19, 2025 | −15.3% | Apr 8, 2025 | Jul 16, 2025 | 48 days | 5 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
WTPI risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2016 |
|---|---|---|---|---|
| Annualized return | +15.0% | +9.7% | +8.2% | +8.5% |
| Volatility (annualized) | 7.5% | 8.9% | 10.2% | 10.0% |
| Sharpe ratio | 1.34 | 0.69 | 0.60 | 0.65 |
| Sortino ratio | 2.25 | 1.03 | 0.81 | 0.89 |
| Best month | +4.8% | +4.8% | +9.1% | +9.1% |
| Worst month | −4.1% | −5.6% | −13.1% | −13.1% |
| Best 12 months | +22.8% | +22.8% | +36.1% | +36.1% |
| Worst 12 months | +5.4% | −10.1% | −15.2% | −15.2% |
| Positive months | 78% | 67% | 73% | 75% |
| Beta vs S&P 500 | 0.56 | 0.53 | 0.61 | — |
| Correlation with S&P 500 | 0.93 | 0.93 | 0.91 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
WTPI rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 117 | −15.2% | +10.1% | +36.1% | 78% |
| 3-year (a year) | 93 | −4.0% | +7.5% | +15.8% | 94% |
| 5-year (a year) | 69 | +2.7% | +7.4% | +13.0% | 100% |
| 10-year (a year) | 9 | +7.8% | +8.2% | +8.4% | 100% |
Every holding period starting at a month-end since 2016. Returns for 3 years and longer are annualized.
WTPI performance overview
WisdomTree Equity Premium Income Fund (WTPI) returned +10.3% over the past year and +8.1% a year over ten years, with distributions reinvested. Since its first recorded price in 2016 it has returned +8.4% a year, turning $10,000 into about $23,725. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −28.4%, from Feb 21, 2020 to Mar 23, 2020, and it took 10 months to get back to the old high. WTPI finished 7 of its 9 full calendar years with a gain; the best year was 2021 (+20.9%) and the worst 2022 (−10.1%). Volatility has been 10.0% a year.
Related: WTPI chart, WTPI dividends. See the WTPI overview for the latest quote and fund facts.
WTPI performance FAQ
What is the WTPI return over the past year?
WTPI returned +10.3% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 2.4%.
What is the average annual return of WTPI?
WTPI has returned +8.8% a year over 5 years, +8.1% a year over 10 years, +8.4% a year since February 24, 2016 (total return, distributions reinvested).
How much would $10,000 invested in WTPI be worth?
$10,000 invested in WTPI at its first recorded close on February 24, 2016 would be worth about $23,725 on October 23, 2026 with distributions reinvested.
What was the worst year for WTPI?
The worst calendar year was 2022, with a total return of −10.1%. The best was 2021 at +20.9%.
What is the biggest drawdown of WTPI?
The largest peak-to-trough decline was −28.4% between February 21, 2020 and March 23, 2020. It recovered to the old high on January 8, 2021, 10 months after the bottom.
How volatile is WTPI?
Over the past 3 years WTPI had an annualized volatility of 7.5% and a Sharpe ratio of 1.34 (excess return over 1–3 month T-bills per unit of risk).