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
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 $377B AUM 19.32% 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

GBWM

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

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 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

CFS

Compass Financial Services West Des Moines, Iowa $231M AUM 11.35% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Ameritas Advisory Services's WTPI Position: Q4 2025 in Review

Ameritas Advisory Services sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q4 2025, closing a stake of 9,650 shares — an estimated $321K sold.

Ameritas Advisory Services first reported a position in WTPI in Q2 2025 and held it in 2 quarters. The position peaked at $321K in Q3 2025. 84 funds tracked by Wall St. Rank hold WTPI as of Q4 2025.

Ameritas Advisory Services reported no remaining WisdomTree Equity Premium Income Fund position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 9,650 WisdomTree Equity Premium Income Fund shares in Q4 2025, an estimated $321K.
Ameritas Advisory Services first reported a position in WisdomTree Equity Premium Income Fund in Q2 2025 and held it in 2 quarters.
Ameritas Advisory Services's WisdomTree Equity Premium Income Fund position peaked at $321K in Q3 2025.
84 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.