Arax Advisory Partners’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Arax Advisory Partners’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	$458K	Buy	+13,977	New	+$460K	﹤0.01%	1694

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

Arax Advisory Partners's WTPI Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in WisdomTree Equity Premium Income Fund (WTPI) in Q2 2026: 13,977 shares worth $458K. The stake represents ﹤0.01% of the portfolio and ranks #1694 among its holdings.

85 funds tracked by Wall St. Rank hold WTPI as of Q2 2026.

Arax Advisory Partners held 13,977 shares of WisdomTree Equity Premium Income Fund worth $458K as of Q2 2026.
WisdomTree Equity Premium Income Fund was a new Arax Advisory Partners position in Q2 2026.
WisdomTree Equity Premium Income Fund made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1694 holding.
85 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.