ACM
WTPI

Alessandra Capital Management’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Alessandra Capital Management’s Portfolio WTPI Stock Details WTPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$217K Buy
6,606
+150
+2% +$4.93K 0.15% 118
2026
Q1 		$206K Buy
+6,456
New +$214K 0.18% 109

Other funds holding WTPI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $1.09B AUM 22.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CWM
Castle Wealth Management West Palm Beach, Florida $338M AUM 18.79% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
S4W
Solutions 4 Wealth Southlake, Texas $77.5M AUM 17.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

Alessandra Capital Management's WTPI Position: Q2 2026 in Review

Alessandra Capital Management increased its WisdomTree Equity Premium Income Fund (WTPI) stake by 2.3% in Q2 2026, buying an estimated $4.93K and bringing the position to 6,606 shares worth $217K. The position accounts for 0.15% of the portfolio, ranked #118.

Alessandra Capital Management first reported a position in WTPI in Q1 2026 and has held it in 2 quarters since. 85 funds tracked by Wall St. Rank hold WTPI as of Q2 2026.

  • Alessandra Capital Management held 6,606 shares of WisdomTree Equity Premium Income Fund worth $217K as of Q2 2026.
  • Alessandra Capital Management bought 150 WisdomTree Equity Premium Income Fund shares in Q2 2026, an estimated $4.93K.
  • WisdomTree Equity Premium Income Fund made up 0.15% of Alessandra Capital Management's portfolio in Q2 2026, its #118 holding.
  • Alessandra Capital Management first reported a position in WisdomTree Equity Premium Income Fund in Q1 2026 and has held it in 2 quarters since.
  • 85 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2026.

Based on Alessandra Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.