Allworth Financial’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Allworth Financial’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 Q1	$33.5K	Buy	1,050 +150	+17%	+$4.98K	﹤0.01%	2623
2025 Q4	$29.7K	Buy	+900	New	+$30K	﹤0.01%	2547
2022 Q3	–	Sell	-356	Closed	-$11K	–	3172
2022 Q2	$11K	Hold	356	–	–	﹤0.01%	1557
2022 Q1	$12K	Hold	356	–	–	﹤0.01%	1444
2021 Q4	$12K	Hold	356	–	–	﹤0.01%	1343
2021 Q3	$12K	Hold	356	–	–	﹤0.01%	1249
2021 Q2	$11K	Buy	+356	New	+$11K	﹤0.01%	1031

Other funds holding WTPI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

CWM

Castle Wealth Management West Palm Beach, Florida $309M AUM 16.93% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

S4W

Solutions 4 Wealth Southlake, Texas $66.5M AUM 10.15% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

ABWM

Alpine Bank Wealth Management Grand Junction, Colorado $688M AUM 15.3% 1-Year Est. Return

Allworth Financial's WTPI Position: Q1 2026 in Review

Allworth Financial increased its WisdomTree Equity Premium Income Fund (WTPI) stake by 17% in Q1 2026, buying an estimated $4.98K and bringing the position to 1,050 shares worth $33.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2623.

Allworth Financial first reported a position in WTPI in Q2 2021 and has held it in 7 quarters since. 89 funds tracked by Wall St. Rank hold WTPI as of Q1 2026.

Allworth Financial held 1,050 shares of WisdomTree Equity Premium Income Fund worth $33.5K as of Q1 2026.
Allworth Financial bought 150 WisdomTree Equity Premium Income Fund shares in Q1 2026, an estimated $4.98K.
WisdomTree Equity Premium Income Fund made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #2623 holding.
Allworth Financial first reported a position in WisdomTree Equity Premium Income Fund in Q2 2021 and has held it in 7 quarters since.
89 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.