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

Apollon Wealth 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	$368K	Hold	11,221	–	–	﹤0.01%	1160
2026 Q1	$358K	Hold	11,221	–	–	0.01%	1022
2025 Q4	$371K	Hold	11,221	–	–	0.01%	969
2025 Q3	$373K	Hold	11,221	–	–	0.01%	950
2025 Q2	$360K	Buy	11,221 +3,816	+52%	+$118K	0.01%	938
2025 Q1	$231K	Buy	+7,405	New	+$243K	0.01%	1055

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

Apollon Wealth Management's WTPI Position: Q2 2026 in Review

Apollon Wealth Management held its WisdomTree Equity Premium Income Fund (WTPI) position steady in Q2 2026 at 11,221 shares worth $368K. The position accounts for ﹤0.01% of the portfolio, ranked #1160.

Apollon Wealth Management first reported a position in WTPI in Q1 2025 and has held it in 6 quarters since. The position peaked at $373K in Q3 2025. 85 funds tracked by Wall St. Rank hold WTPI as of Q2 2026.

Apollon Wealth Management held 11,221 shares of WisdomTree Equity Premium Income Fund worth $368K as of Q2 2026.
Apollon Wealth Management left its WisdomTree Equity Premium Income Fund share count unchanged in Q2 2026.
WisdomTree Equity Premium Income Fund made up ﹤0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1160 holding.
Apollon Wealth Management first reported a position in WisdomTree Equity Premium Income Fund in Q1 2025 and has held it in 6 quarters since.
Apollon Wealth Management's WisdomTree Equity Premium Income Fund position peaked at $373K in Q3 2025.
85 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.