Ameritas Advisory Services’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Ameritas Advisory Services’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	$322K	Buy	+9,817	New	+$323K	0.01%	929
2025 Q4	–	Sell	-9,650	Closed	-$321K	–	2239
2025 Q3	$321K	Buy	9,650 +6,650	+222%	+$217K	0.02%	496
2025 Q2	$96.1K	Buy	+3,000	New	+$93.1K	0.01%	1011

Other funds holding WTPI

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 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 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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PFPG

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

Ameritas Advisory Services's WTPI Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in WisdomTree Equity Premium Income Fund (WTPI) in Q2 2026: 9,817 shares worth $322K. The stake represents 0.01% of the portfolio and ranks #929 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in WTPI as recently as Q3 2025.

Ameritas Advisory Services first reported a position in WTPI in Q2 2025 and has held it in 3 quarters since. 86 funds tracked by Wall St. Rank hold WTPI as of Q2 2026.

Ameritas Advisory Services held 9,817 shares of WisdomTree Equity Premium Income Fund worth $322K as of Q2 2026.
WisdomTree Equity Premium Income Fund was a new Ameritas Advisory Services position in Q2 2026.
WisdomTree Equity Premium Income Fund made up 0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #929 holding.
Ameritas Advisory Services first reported a position in WisdomTree Equity Premium Income Fund in Q2 2025 and has held it in 3 quarters since.
86 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.