# EDGAR Filing Document

**Accession Number:** 0001350487
**File Stem:** 0001214659-26-004054
**Filing Date:** 2026-3
**Character Count:** 36423
**Document Hash:** 2cc0479d11edeaadcbd500eb26ac7803
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001214659-26-004054.hdr.sgml**: 20260331

**ACCESSION NUMBER**: 0001214659-26-004054

**CONFORMED SUBMISSION TYPE**: 497K

**PUBLIC DOCUMENT COUNT**: 3

**FILED AS OF DATE**: 20260331

**DATE AS OF CHANGE**: 20260331

**EFFECTIVENESS DATE**: 20260331

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** WisdomTree Trust
- **CENTRAL INDEX KEY:** 0001350487

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 0331

**FILING VALUES:**
- **FORM TYPE:** 497K
- **SEC ACT:** 1933 Act
- **SEC FILE NUMBER:** 333-132380
- **FILM NUMBER:** 26818309

**BUSINESS ADDRESS:**
- **STREET 1:** 250 WEST 34TH STREET
- **STREET 2:** 3RD FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10119
- **BUSINESS PHONE:** 212.801.2080

**MAIL ADDRESS:**
- **STREET 1:** 250 WEST 34TH STREET
- **STREET 2:** 3RD FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10119

## Series and Classes Contracts Data

### WisdomTree Equity Premium Income Fund (Series ID: S000048315)

| Class ID   | Class Name                            | Ticker Symbol   |
|:---|:---|:---|
| C000152580 | WisdomTree Equity Premium Income Fund | WTPI            |

![](wtt_logo.jpg)

**WisdomTree Equity Premium Income Fund (formerly, WisdomTree PutWrite Strategy Fund) – WTPI** (NYSE Arca)

Summary Prospectus – January 1, 2026, as supplemented March 31, 2026

Before you invest in the Fund, as defined below, you may want to review the Fund's prospectus and statement of additional information ("SAI"), as supplemented, which contain more information about the Fund and the risks of investing in the Fund. The Fund's current prospectus and SAI, as supplemented, are incorporated by reference into this summary prospectus. You can find the Fund's prospectus and SAI, as supplemented, reports to shareholders, as well as other information about the Fund, online at www.wisdomtree.com/investments/resource-library/prospectus-regulatory-reports. You may also obtain this information at no charge by calling 1-866-909-9473 or by sending an e-mail request to getinfo@wisdomtree.com.

**Investment Objective**

The WisdomTree Equity Premium Income Fund (the "Fund") seeks to track the price and yield performance, before fees and expenses, of the Volos U.S. Large Cap Target 2.5% PutWrite Index (the "Index").

**Fees and Expenses of the Fund**

The following table describes the fees and expenses you may pay if you buy, hold and sell shares of the Fund. **You may pay other fees, such as brokerage commissions and other fees to financial intermediaries, which are not reflected in the table and example below.** The fees are expressed as a percentage of the Fund's average net assets.

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| | |
|:---|:---|
| **Shareholder Fees** (fees paid directly from your investment) |  |
| **Annual Fund Operating Expenses** (expenses that you pay each year as a percentage of the value of your investment) |  |
| &nbsp;&nbsp;&nbsp;&nbsp;Management Fees | 0.44% |
| &nbsp;&nbsp;&nbsp;&nbsp;Distribution and/or Service (12b-1) Fees |  |
| &nbsp;&nbsp;&nbsp;&nbsp;Other Expenses | 0.00% |
| **Total Annual Fund Operating Expenses** | 0.44% |

---

**Example**

This example is intended to help you compare the cost of investing in the Fund with the cost of investing in other funds. The example assumes you invest $10,000 in the Fund for the time periods indicated and then redeem or hold all of your shares at the end of those periods. The example also assumes that your investment has a 5% return each year and that the Fund's operating expenses remain the same. Although your actual costs may be higher or lower, based on these assumptions, your costs would be:

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| | | | |
|:---|:---|:---|:---|
| **1 Year** | **3 Years** | **5 Years** | **10 Years** |
| $45 | $141 | $246 | $555 |

---

**Portfolio Turnover**

The Fund pays transaction costs, such as commissions, when it buys and sells securities (or "turns over" its portfolio). A higher portfolio turnover rate may indicate higher transaction costs and may result in higher taxes when Fund shares are held in a taxable account. These costs, which are not reflected in the Fund's Annual Fund Operating Expenses or in the example, affect the Fund's performance. During the most recent fiscal year, the Fund's portfolio turnover rate was 11% of the average value of its portfolio, excluding the value of portfolio securities received or delivered as a result of in-kind creations or redemptions of the Fund's capital shares.

WisdomTree Trust Prospectus **1**<br>

**Principal Investment Strategies of the Fund**

The Fund employs a "passive management" – or indexing – investment approach designed to track the performance of the Index. The Fund generally expects to invest in investments whose risk, return, and other characteristics resemble the risk, return, and other characteristics of the constituents of the Index or the Index as a whole. The Fund also may invest in a sample of the constituents of the Index whose risk, return, and other characteristics resemble those of the Index as a whole. Under normal circumstances, the Fund will invest at least 80% of its net assets, plus any borrowings for investment purposes, in investments that provide the Fund with equity exposure, including equity securities, derivative instruments that provide exposure to equity securities or equity indices, as well as other instruments that in combination have economic characteristics similar or equivalent to those of equity securities.

The Index is provided by Volos Portfolio Solutions, Inc. ("Volos" or the "Index Provider"). The Index tracks the value of a cash-secured (*i.e.*, collateralized) put option sales strategy, which consists of (1) selling (or "writing") put options on the SPDR S&P 500<sup>®</sup> ETF Trust ("SPY") (the "SPY Puts") and (2) a cash collateral account that accrues interest at a theoretical three-month Treasury bill rate on a daily basis. SPY Puts are derivative instruments that typically rise in value when the price of SPY falls because SPY Puts are options to sell SPY at a designated strike price. All SPY Puts are exchange-listed standardized options. The Index's put option sales strategy is designed to generate income when SPY exhibits neutral to positive performance with low volatility, as such performance is expected to decrease the hypothetical price of the sold SPY Puts. The Index selects SPY Puts that target a premium of 2.5% (*i.e.,* the SPY Put costs approximately 2.5% of the official daily price of SPY). At any given time, the Index references two SPY Puts with expiration dates that are two weeks apart.

In seeking to track the price and yield performance, before fees and expenses, of the Index, the Fund expects to sell put options on the S&P 500<sup>®</sup> Index ("Index Options"), options on ETFs (such as SPY Puts), and Flexible EXchange<sup>®</sup> Options ("FLEX Options") (collectively, "S&P 500 Options"), and hold U.S. Treasury bills. FLEX Options are customizable exchange-traded option contracts guaranteed for settlement by the Options Clearing Corporation ("OCC"). The Fund also may use any other call or put option or futures contracts WisdomTree Asset Management, Inc. ("WisdomTree Asset Management" or the "Adviser") or Newton Investment Management North America, LLC ("NIMNA" or the "Sub –Adviser") believes will enable the Fund to implement its investment strategy and achieve its investment objective. By selling an S&P 500 Option, the Fund receives a premium from the option buyer. The premium will increase the Fund's return if the sold S&P 500 Option has decreased in price on the Roll Date (as defined in the next paragraph) relative to the premium received by the Fund from writing the S&P 500 Option. An S&P 500 Option will decrease in price if the reference asset experiences positive performance because the S&P 500 Option is more valuable when the value of the reference asset decreases and/or experiences high volatility. If, however, the price of the sold S&P 500 Option increases compared to the price of the S&P 500 Option when written by the Fund (*e.g.*, in response to the reference asset decreasing in value and/or experiencing high volatility), the Fund pays the buyer the difference between the S&P 500 Option price on the Roll Date and the S&P 500 Option price when written by the Fund. The Fund's sale of cash-secured S&P 500 Options serves to partially offset a decline in the value of the reference asset to the extent of the premiums received. However, if the value of the reference asset increases beyond the premiums received, the Fund's returns would not be expected to increase accordingly. The Fund's potential return is limited to the amount of the option premiums it receives.

The S&P 500 Options sold by the Fund are selected to target a premium of 2.5% (*i.e.*, the cash received by the Fund from the buyer of the S&P 500 Option is approximately 2.5% of the daily value of the reference asset). At any given time, the Fund holds at least two S&P 500 Options (or other investments designed to achieve the same effect) with different expiration dates. The Fund generally closes out the S&P 500 Options prior to their expiration dates, and newly selected S&P 500 Options are sold by the Fund on the same day (the "Roll Date") in a process known as "rolling". Rolling refers to the practice of closing out one options position and opening another with a different expiration date and/or a different strike price. When an S&P 500 Option is closed out by the Fund on the Roll Date, the Fund generally selects a new S&P 500 Option with a target expiration date in the following month. Each new S&P 500 Option will also have a strike price that is the higher of (i) the "at the money" strike price (*i.e.*, a strike price that is closest to but greater than the current market value of the reference asset), or (ii) the strike price for an S&P 500 Option that has a premium closest to 2.5%.

By following the Index's put option sales strategy, as described above, the Fund expects to operate in a manner similar to, and subject to the same risks as, the Index. The number of S&P 500 Options sold by the Fund varies but is limited by the amount held by the Fund in U.S. Treasury bills. At each Roll Date, any settlement from the existing S&P 500 Options is paid from the U.S. Treasury bills investment proceeds and new S&P 500 Options are sold. The revenue from their sale is added to the Fund's U.S. Treasury bills account.

**2** WisdomTree Trust Prospectus<br>

The Fund is managed in a way that seeks, under normal circumstances, to provide monthly distributions at a relatively stable level.

**Principal Risks of Investing in the Fund**

You can lose money on your investment in the Fund. While certain of the risks are prioritized in terms of their relevance to the Fund's investment strategies, most risks are presented in alphabetical order. This ordering approach is designed to both facilitate an investor's understanding of the Fund's risks and enable an investor to easily locate and compare risks among funds. Each risk summarized below is considered a "principal risk" of investing in the Fund, regardless of the order in which it appears. Some or all of these risks may adversely affect the Fund's net asset value per share ("NAV"), trading price, yield, total return and/or ability to meet its investment objective. For more information about the risks of investing in the Fund, see the sections in the Fund's Prospectus titled "Additional Principal Risk Information About the Funds" and "Additional Non-Principal Risk Information."

■ **Put Options Risk.** Options may be subject to volatile swings in price influenced by changes in the value of the underlying instrument. The Fund assumes the risk that it must purchase the underlying instrument at a strike price that may be higher than the market price of the instrument when it writes a put option. The Fund will receive a premium from writing options, but the premium received may not be sufficient to offset any losses sustained from exercised options as of the Roll Date (*i.e.*, the Fund, as the seller of the put option, owes the buyer of the put option). Put options, including the S&P 500 Options, sold by the Fund may have imperfect correlation to the returns of the reference asset. If there is a broad market decline and the Fund is not able to close out its written put options, it may result in substantial losses. The Fund's potential return is limited to the amount of option premiums it receives; however, the Fund can potentially lose up to the entire strike price of each option it sells.

■ **Limited Upside Return Risk.** By virtue of its put option sales strategy, Fund returns will be subject to an upside limitation on returns attributable to the S&P 500<sup>®</sup> Index, and the Fund will not participate in gains beyond such upside limitation. In the event an investor purchases Fund shares between Roll Dates, and the value of the S&P 500<sup>®</sup> Index falls to a level near or below the strike price, there may be little or no ability for that investor to experience a gain on an investment in Fund shares until the next Roll Date.

■ **Rolling Risk.** The Fund's investment strategy is subject to risks related to rolling. To the extent the Fund's portfolio managers are unable to roll the S&P 500 Options as described in the Fund's principal investment strategy, the Fund may be unable to achieve its investment objective. In addition, because of the frequency with which the Fund expects to roll option contracts, this risk may be greater than the impact would otherwise be if the Fund experienced less portfolio turnover. The price of options contracts further from expiration may be higher, which can impact the Fund's returns.

■ **Investment Risk.** As with all investments, an investment in the Fund is subject to loss, including the possible loss of the entire principal amount of an investment, over short or long periods of time.

■ **Market Risk.** The trading prices of securities and other instruments fluctuate in response to a variety of factors, such as economic, financial or political events that impact the entire market, market segments, or specific issuers. The Fund's NAV and market price may fluctuate significantly in response to these and other factors. As a result, an investor could lose money over short or long periods of time.

■ **Shares of the Fund May Trade at Prices Other Than NAV.** As with all exchange-traded funds ("ETFs"), Fund shares may be bought and sold in the secondary market at market prices. The market prices of the Fund's shares in the secondary market generally differ from the Fund's daily NAV, and there may be times when the market price of the shares is more than the NAV (premium) or less than the NAV (discount). This risk is heightened in times of market volatility or periods of steep market declines. Additionally, in stressed market conditions, the market for the Fund's shares may become less liquid in response to deteriorating liquidity in the markets for the Fund's underlying portfolio holdings.

■ **Assignment Risk.** In response to a notification of an option holder's desire to exercise the option held, the Options Clearing Corporation ("OCC") may randomly assign the exercise notice to a clearing member, which must then assign, randomly or on a first-in-first-out basis, the obligation to a customer who has written that particular option. If the Fund is assigned an exercise notice, the Fund pays the buyer the difference between the S&P 500 Option price on the exercise date and the S&P 500 Option price when written by the Fund. As a result, the Fund may be forced to settle a written option position at an inopportune time and at a cost to the Fund, both of which could adversely affect the Fund's performance and ability to track the Index.

WisdomTree Trust Prospectus **3**<br>

**■** **Call Options Risk.** Call options may be subject to volatile swings in price influenced by changes in the value of the underlying asset. The call options purchased by the Fund may have imperfect correlation to the returns of their underlying assets. If the price of the underlying asset's shares do not appreciate above the strike price prior to the expiration date, the Fund may lose the entire amount of the premium that it paid for the call options. With respect to call options written (sold) by the Fund, if the price of the underlying asset's shares appreciate above the strike price prior to the expiration date, the Fund's losses may outweigh the gains to the Fund from the receipt of options premiums.

■ **Cash Redemption Risk.** The Fund generally redeems shares for cash or otherwise includes cash as part of its redemption proceeds. The Fund may be required to sell or unwind its portfolio investments to obtain the cash needed to pay out redemption proceeds. This may cause the Fund to recognize capital gains that it might not have recognized if it had satisfied such redemption requests with securities held by the Fund (*i.e.*, redeemed its shares in kind). As a result, the Fund may pay out higher annual capital gains distributions than a fund that redeems its shares in kind.

■ **Counterparty Risk.** The Fund expects to invest in options and may invest in certain other derivatives and financial instruments involving counterparties to gain exposure to a particular group of securities, index, asset class or other reference asset without actually purchasing those securities or investments, to hedge a position, or for other investment purposes. As a result, the Fund is subject to the risk that such counterparties may default, become unable to pay interest or principal due, or otherwise fail to honor its obligations. In such case, the Fund may not receive the full amount that it is entitled to receive or may experience delays in recovering the collateral or other assets held by, or on behalf of, the counterparty. If this occurs, the value of your shares in the Fund will decrease. In addition, the Fund may enter into derivative transactions with a limited number of counterparties, which may increase the Fund's exposure to counterparty credit risk. Counterparty risk also includes the related risk of having potentially significant exposure to such counterparty and the industry in which they operate.

■ **Cybersecurity Risk.** The Fund and its service providers may be susceptible to operational and information security risks resulting from a breach in cybersecurity, including cyber-attacks. A breach in cybersecurity, intentional or unintentional, may adversely impact the Fund in many ways, including, but not limited to, disruption of the Fund's operational capacity, loss of proprietary information, theft or corruption of data, denial-of-service attacks on websites or network resources, and the unauthorized release of confidential information. Cyber-attacks affecting the Fund's third-party service providers, market makers, institutional investors authorized to purchase and redeem shares directly from the Fund (*i.e.*, Authorized Participants), or the issuers of securities in which the Fund invests may subject the Fund to many of the same risks associated with direct cybersecurity breaches.

■ **Derivatives Risk.** Derivatives are financial instruments that derive their performance from an underlying reference asset, such as a commodity, index, interest rate, or inflation rate. Generally, derivatives are sophisticated investments that may pose risks that are different from or greater than those posed by investing directly in the underlying reference asset. For example, the return on a derivative instrument may not correlate with that of its underlying reference asset, and minimal requisite initial investments necessary to purchase derivatives positions may expose the Fund to losses in excess of those amounts. Derivatives also can be volatile and may be less liquid than other investments. As a result, the value of an investment in the Fund may change quickly and without warning and you may lose money. The Fund expects to use put options to implement its principal investment strategies. Other risks specific to put options, as well as other risks of derivatives, generally, such as counterparty and issuer credit risk, interest rate risk, market risk and issuer-specific risk, are described in greater detail elsewhere in the Fund's Prospectus.

■ **Equity Securities Risk.** Equity securities may be more volatile than other asset classes, and their market prices may change quickly and without warning. The value of an equity security may decrease as a result of the issuer or due to general industry or market conditions unrelated to the issuer. If the value of the reference assets decreases or fluctuates below the strike price of the S&P 500 Options sold by the Fund, the NAV of the Fund will decrease or fluctuate, respectively, as the S&P 500 Options increase in value to their owners.

■ **FLEX Options Risk.** The Fund may invest in FLEX Options issued and guaranteed for settlement by the OCC. The Fund bears the risk that the OCC will be unable or unwilling to perform its obligations under the FLEX Options contracts. In the unlikely event that the OCC becomes insolvent or is otherwise unable to meet its settlement obligations, the Fund could suffer significant losses. Additionally, FLEX Options may become illiquid, and in such cases, the Fund may have difficulty closing out certain FLEX Options positions at desired times and prices.

**4** WisdomTree Trust Prospectus<br>

■ **Futures Contracts Risk.** A futures contract may generally be described as an agreement for the future sale by one party and the purchase by another of a specified currency, commodity, security or other instrument at a future price and time. The risks of futures contracts include but are not limited to: (1) the success of the adviser's and sub-adviser's ability to predict movements in the prices of individual currencies, commodities or securities, fluctuations in markets and movements in interest rates; (2) an imperfect or no correlation between the changes in market value of the currencies, commodities or securities and the prices of futures contracts; and (3) no guarantee that an active market will exist for the contracts at any particular time.

■ **Geopolitical Risk.** The United States has and may continue to experience security concerns, war, threats of war, aggression and/or conflict, terrorism, economic uncertainty, sanctions or the threat of sanctions, natural and environmental disasters, the spread of infectious illness, widespread disease or other public health issues and/or systemic market dislocations that lead to increased short-term market volatility and have adverse long-term effects on the U.S. and world economies and markets generally. Any one of these geopolitical risks could contribute to a decline in the value of the reference assets, which in turn could increase the price of the S&P 500 Options sold by the Fund, adversely affecting Fund performance.

■ **Implied Volatility Risk.** Upon selling an S&P 500 Option, the Fund gains the amount of premium it receives; however, the Fund also incurs a liability that represents the value of the S&P 500 Option it has sold until the S&P 500 Option is exercised or expires. The value of the S&P 500 Options in which the Fund invests is partly based on the volatility used by market participants to price such options (*i.e*., implied volatility). Consequently, increases in the implied volatility of the S&P 500 Options will cause the value of such options to increase (even if the prices of the reference assets do not change), which will result in a corresponding increase in the liabilities of the Fund under the S&P 500 Options and thus decrease the Fund's NAV. The Fund is therefore exposed to implied volatility risk before the S&P 500 Options expire or are struck at-the-money. The implied volatility of the S&P 500 Options sold by the Fund may increase due to general market and economic conditions, perceptions regarding the industries of companies included as or in reference assets, or factors relating to certain of those companies.

■ **Index and Data Risk.** The Fund seeks to track the price and yield performance, before fees and expenses, of the Index. The Index, in turn, seeks to track the performance of a cash-secured put option sales strategy. The Index may not successfully track the value of the strategy and, as a result, may not achieve its objective, potentially causing losses to the Fund, which generally seeks to follow the same strategy. There is also no assurance that the Index Provider will determine, compose or calculate the Index accurately. The Index Provider has the right to make adjustments to the Index or to the strategy, or to cease making the Index available without regard to the particular interests of the Fund or its shareholders. If the computers or other facilities of the Index Provider, data providers and/or relevant stock exchange malfunction for any reason, calculation and dissemination of Index values may be delayed and trading in Fund shares may be suspended for a period of time. Errors in Index data, Index calculations and/or the construction of the Index may occur from time to time and may not be identified and/or corrected by the Index Provider or other applicable party for a period of time or at all, which may have an adverse impact on the Index, as well as the Fund and its shareholders. The potential risk of a continuing error may be particularly heightened in the case of the Index, which is currently not used as a benchmark by other funds or managers.

■ **Investment Style Risk.** The Fund invests in the securities included in, or representative of, the Index regardless of their investment merit. The Fund does not attempt to outperform the Index or take defensive positions in declining markets. As a result, the Fund's performance may be adversely affected by a general decline in the market segments represented in the Index.

■ **Issuer-Specific Risk.** Issuer-specific events, including changes in the actual or perceived financial condition of an issuer, can have a negative impact on the value of the Fund.

■ **Non-Correlation Risk.** As with all index funds, the performance of the Fund and that of the Index may differ from each other for a variety of reasons. For example, the Fund incurs operating expenses and portfolio transaction costs, while also managing cash flows and potential operational inefficiencies, not incurred by its Index. In addition, when markets are volatile, the ability to sell securities at fair market prices may be adversely affected and may result in additional trading costs and/or increase the non-correlation risk. The Fund's use of sampling techniques or investment in instruments not included in the Index but which are designed to provide similar exposure also may affect its ability to achieve close correlation with its Index.

■ **Non-Diversification Risk.** The Fund is considered to be non-diversified, which means that it may invest more of its assets in the securities of a single issuer or a smaller number of issuers than if it were a diversified fund. To the extent the Fund invests a significant percentage of its assets in a limited number of issuers, the Fund is subject to

WisdomTree Trust Prospectus **5**<br>

the risks of investing in those few issuers and may be more susceptible to a single adverse economic or regulatory occurrence. As a result, changes in the market value of a single security could cause greater fluctuations in the value of Fund shares than would occur in a diversified fund.

■ **Purchase and Sale Timing Risk.** Although the Fund seeks to implement a strategy similar to that used by the Index, the Fund has multiple Roll Dates each month and, as a result, no matter when an investor purchases Fund shares, even on a Roll Date, the value of the investor's investment in the Fund may not be protected against a decline in the value of the S&P 500<sup>®</sup> Index and may not benefit from a gain in the value of the S&P 500<sup>®</sup> Index. The value of the options written by the Fund is dependent on various factors, including, but not limited to, the value and implied volatility of the S&P 500<sup>®</sup> Index. Each of these factors may vary significantly during the period between Roll Dates and affect the Fund's ability to achieve its investment objective between Roll Dates.

■ **Return of Capital Risk.** The Fund expects to make monthly distributions regardless of its performance. All or a portion of such distributions may represent a return of capital. A return of capital is the portion of the distribution representing the return of your investment in the Fund. A return of capital is generally tax-free to the extent of a shareholder's basis in the Fund's shares and reduces the shareholder's basis in their shares and results in a higher capital gain or lower capital loss when the shares on which the return of capital distribution was received are sold. After a shareholder's basis in the shares has been reduced to zero, return of capital distributions will be treated as gain from the sale of the shareholder's shares.

■ **U.S. Treasuries Risk.** U.S. Treasuries may differ from other securities in their interest rates, maturities, times of issuance and other characteristics and may provide relatively lower returns than those of other securities. Similar to other issuers, changes to the financial condition or credit rating of the U.S. government may cause the value of the Fund's U.S. Treasuries to decline.

**Fund Performance**

Historical Fund performance, which varies over time, can provide an indication of the risks of investing in the Fund. The bar chart below shows the annual total returns of the Fund for each full calendar year since the Fund commenced operations. The table that follows the bar chart shows the Fund's average annual total returns, both before and after taxes. This table also shows how the Fund's performance compares to that of the Index and the S&P 500<sup>®</sup> Index, a broad-based securities market index intended to represent the overall domestic equity market. Index returns do not reflect deductions for fees, expenses, or taxes. All returns assume reinvestment of dividends and distributions. The Fund's past performance (before and after taxes) is not necessarily an indication of how the Fund will perform in the future. Updated performance information for the Fund is available online on the Fund's website at www.wisdomtree.com/investments.

The Fund's investment objective and principal investment strategies changed effective October 24, 2022. Fund performance prior to October 24, 2022 reflects the Fund's investment objective and principal investment strategies when it sought to track the price and yield performance of the CBOE S&P 500<sup>®</sup> PutWrite Index.

![](wtpi_chart.jpg)

The Fund's year-to-date total return as of September 30, 2025 was 9.97%.

**Best and Worst Quarter Returns (for the periods reflected in the bar chart above)**

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| | | |
|:---|:---|:---|
| | **Return** | **Quarter/Year** |
| Highest Return | 10.89% | 2Q/2020 |
| Lowest Return | (20.65)% | 1Q/2020 |

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**6** WisdomTree Trust Prospectus<br>

After-tax returns are calculated using the highest historical individual federal marginal income tax rates and do not reflect the impact of state and local taxes. Actual after-tax returns depend on your tax situation and may differ from those shown and are not relevant if you hold your shares through tax-deferred arrangements, such as 401(k) plans or individual retirement accounts. In some cases, the return after taxes may exceed the return before taxes due to an assumed tax benefit from any losses on a sale of Fund shares at the end of the measurement period.

**Average Annual Total Returns for the periods ending December 31, 2024**

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| | | | |
|:---|:---|:---|:---|
| **WisdomTree Equity Premium Income Fund (formerly,WisdomTree PutWrite Strategy Fund)\*** | **1 Year** | **5 Years** | **Since Inception<br> February 24, 2016** |
| Return Before Taxes Based on NAV | 17.02% | 8.40% | 7.75% |
| Return After Taxes on Distributions | 14.06% | 7.19% | 6.54% |
| Return After Taxes on Distributions and Sale of Fund Shares | 10.03% | 6.03% | 5.65% |
| Cboe S&P 500<sup>®</sup> PutWrite Index/Volos U.S. Large Cap Target 2.5% PutWrite Spliced Index\*\* (Reflects no deduction for fees, expenses or taxes) | 17.88% | 9.26% | 8.49% |
| S&P 500<sup>®</sup> Index (Reflects no deduction for fees, expenses or taxes) | 25.02% | 14.53% | 15.44% |

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<sup>\*</sup> Prior to October 24, 2022, the Fund's performance reflects the Fund's prior investment objective and principal investment strategies when it sought to track the price and yield performance of the CBOE S&P 500<sup>®</sup> PutWrite Index. As of October 24, 2022, the Fund's objective seeks to track the price and yield performance, before fees and expenses, of the Volos U.S. Large Cap Target 2.5% PutWrite Index.

<sup>\*\*</sup> This Index represents the performance of the CBOE S&P 500<sup>®</sup> PutWrite Index through October 24, 2022 and the Volos U.S. Large Cap Target 2.5% PutWrite Index thereafter.

**Management**

**Investment Adviser and Sub-Adviser**

WisdomTree Asset Management serves as investment adviser to the Fund. NIMNA serves as the investment sub-adviser to the Fund.

**Portfolio Managers**

The Fund is managed by NIMNA's Multi-Asset Solutions portfolio management team. The individual members of the team jointly and primarily responsible for the day-to-day management of the Fund's portfolio are identified below.

James Stavena, Head of Portfolio Management, Multi-Asset Solutions, has been a portfolio manager of the Fund since its inception in February 2016.

Torrey Zaches, a Portfolio Manager, Multi-Asset Solutions team, has been a portfolio manager of the Fund since September 2021.

**Buying and Selling Fund Shares**

The Fund is an ETF. This means that individual shares of the Fund are listed for trading on a national securities exchange, currently NYSE Arca, and may only be purchased and sold in the secondary market through a broker-dealer at market prices. Because Fund shares trade at market prices rather than NAV, shares may trade at a price greater than NAV (premium) or less than NAV (discount). In addition, an investor may incur costs attributable to the difference between the highest price a buyer is willing to pay to purchase shares (bid) and the lowest price a seller is willing to accept for shares (ask) when buying and selling shares in the secondary market (the "bid/ask spread"). Recent information regarding the Fund, including its NAV, market price, premiums and discounts, and bid/ask spreads, is available on the Fund's website at www.wisdomtree.com/investments.

The Fund issues and redeems shares at NAV only in large blocks of shares ("Creation Units"), which only certain institutions or large investors (typically market makers or other broker-dealers) may purchase or redeem. The Fund issues and redeems Creation Units in exchange for a portfolio of securities and/or U.S. cash.

**Tax Information**

The Fund intends to make distributions that may be taxed as ordinary income or capital gains.

**Payments to Broker-Dealers and Other Financial Intermediaries**

If you purchase shares of the Fund through a broker-dealer or other financial intermediary (such as a bank) (an "Intermediary"), WisdomTree Asset Management or its affiliates may pay Intermediaries for certain activities related

WisdomTree Trust Prospectus **7**<br>

to the Fund, including participation in activities that are designed to make Intermediaries more knowledgeable about exchange-traded products, including the Fund, or for other activities, such as marketing, educational training or other initiatives related to the sale or promotion of Fund shares. These payments may create a conflict of interest by influencing the Intermediary and your salesperson to recommend the Fund over another investment. Any such arrangements do not result in increased Fund expenses. Ask your salesperson or visit the Intermediary's website for more information.

WIS-WTPI-SUM-0326

**8** WisdomTree Trust Prospectus