Aptus Capital Advisors’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Aptus Capital Advisors’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	$16.4K	Hold	500	–	–	﹤0.01%	1551
2026 Q1	$16K	Hold	500	–	–	﹤0.01%	1442
2025 Q4	$16.5K	Hold	500	–	–	﹤0.01%	1444
2025 Q3	$16.6K	Hold	500	–	–	﹤0.01%	1377
2025 Q2	$16K	Sell	500 -450	-47%	-$14K	﹤0.01%	1320
2025 Q1	$29.6K	Hold	950	–	–	﹤0.01%	1160
2024 Q4	$31.3K	Hold	950	–	–	﹤0.01%	1156
2024 Q3	$31.4K	Buy	950 +450	+90%	+$14.9K	﹤0.01%	983
2024 Q2	$16.7K	Buy	+500	New	+$16.4K	﹤0.01%	991

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

Aptus Capital Advisors's WTPI Position: Q2 2026 in Review

Aptus Capital Advisors held its WisdomTree Equity Premium Income Fund (WTPI) position steady in Q2 2026 at 500 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1551.

Aptus Capital Advisors first reported a position in WTPI in Q2 2024 and has held it in 9 quarters since. The position peaked at $31.4K in Q3 2024. 85 funds tracked by Wall St. Rank hold WTPI as of Q2 2026.

Aptus Capital Advisors held 500 shares of WisdomTree Equity Premium Income Fund worth $16.4K as of Q2 2026.
Aptus Capital Advisors left its WisdomTree Equity Premium Income Fund share count unchanged in Q2 2026.
WisdomTree Equity Premium Income Fund made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1551 holding.
Aptus Capital Advisors first reported a position in WisdomTree Equity Premium Income Fund in Q2 2024 and has held it in 9 quarters since.
Aptus Capital Advisors's WisdomTree Equity Premium Income Fund position peaked at $31.4K in Q3 2024.
85 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.