ACA
WTPI

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
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.04B AUM 18.4% 1-Year Est. Return
CWM
Castle Wealth Management West Palm Beach, Florida $309M AUM 16.93% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
S4W
Solutions 4 Wealth Southlake, Texas $66.5M AUM 10.15% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ABWM
Alpine Bank Wealth Management Grand Junction, Colorado $688M AUM 15.3% 1-Year Est. Return