Alteri Wealth’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Alteri Wealth’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 Q3	$201K	Buy	+6,130	New	+$203K	0.06%	262

Other funds holding WTPI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cary Street Partners Richmond, Virginia $4.9B AUM 17.71% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Solutions 4 Wealth Southlake, Texas $83.3M AUM 12.76% 1-Year Est. Return

Castle Wealth Management West Palm Beach, Florida $318M AUM 11.99% 1-Year Est. Return

Compass Financial Services West Des Moines, Iowa $289M AUM 12.43% 1-Year Est. Return

Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Alteri Wealth's WTPI Position: Q3 2026 in Review

Alteri Wealth opened a new position in WisdomTree Equity Premium Income Fund (WTPI) in Q3 2026: 6,130 shares worth $201K. The stake represents 0.06% of the portfolio and ranks #262 among its holdings.

66 funds tracked by Wall St. Rank hold WTPI as of Q3 2026.

Alteri Wealth held 6,130 shares of WisdomTree Equity Premium Income Fund worth $201K as of Q3 2026.
WisdomTree Equity Premium Income Fund was a new Alteri Wealth position in Q3 2026.
WisdomTree Equity Premium Income Fund made up 0.06% of Alteri Wealth's portfolio in Q3 2026, its #262 holding.
66 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q3 2026.

Based on Alteri Wealth's 13F filing for Q3 2026, filed 10 Nov 2026.