Arkadios Wealth Advisors’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Arkadios Wealth 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	$1.15M	Sell	36,130 -2,474	-6%	-$82.1K	0.02%	722
2025 Q4	$1.27M	Buy	38,604 +11,577	+43%	+$386K	0.02%	603
2025 Q3	$899K	Buy	27,027 +6,685	+33%	+$218K	0.02%	684
2025 Q2	$652K	Buy	20,342 +1,472	+8%	+$45.7K	0.02%	747
2025 Q1	$588K	Buy	18,870 +5,559	+42%	+$182K	0.02%	650
2024 Q4	$439K	Sell	13,311 -36,671	-73%	-$1.23M	0.02%	596
2024 Q3	$1.65M	Buy	49,982 +38,170	+323%	+$1.26M	0.09%	216
2024 Q2	$394K	Buy	+11,812	New	+$389K	0.03%	544
2021 Q2	–	Sell	-44	Closed	-$1K	–	2047
2021 Q1	$1K	Buy	+44	New	+$1.29K	﹤0.01%	1617

Other funds holding WTPI

LPL Financial San Diego, California $377B 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 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

WIM

WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

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 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

Arkadios Wealth Advisors's WTPI Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its WisdomTree Equity Premium Income Fund (WTPI) stake by 6.4% in Q1 2026, selling an estimated $82.1K and leaving 36,130 shares worth $1.15M. The position accounts for 0.02% of the portfolio, ranked #722.

Arkadios Wealth Advisors first reported a position in WTPI in Q1 2021 and has held it in 9 quarters since. The position peaked at $1.65M in Q3 2024. 89 funds tracked by Wall St. Rank hold WTPI as of Q1 2026.

Arkadios Wealth Advisors held 36,130 shares of WisdomTree Equity Premium Income Fund worth $1.15M as of Q1 2026.
Arkadios Wealth Advisors sold 2,474 WisdomTree Equity Premium Income Fund shares in Q1 2026, an estimated $82.1K.
WisdomTree Equity Premium Income Fund made up 0.02% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #722 holding.
Arkadios Wealth Advisors first reported a position in WisdomTree Equity Premium Income Fund in Q1 2021 and has held it in 9 quarters since.
Arkadios Wealth Advisors's WisdomTree Equity Premium Income Fund position peaked at $1.65M in Q3 2024.
89 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.