Atlantic Private Wealth’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Atlantic Private Wealth’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	–	Sell	-8,793	Closed	-$281K	–	326
2026 Q1	$281K	Hold	8,793	–	–	0.18%	52
2025 Q4	$290K	Hold	8,793	–	–	0.19%	52
2025 Q3	$293K	Hold	8,793	–	–	0.19%	42
2025 Q2	$282K	Hold	8,793	–	–	0.19%	41
2025 Q1	$274K	Sell	8,793 -1,115	-11%	-$36.5K	0.2%	50
2024 Q4	$327K	Hold	9,908	–	–	0.25%	35
2024 Q3	$328K	Hold	9,908	–	–	0.25%	34
2024 Q2	$331K	Hold	9,908	–	–	0.27%	31
2024 Q1	$330K	Hold	9,908	–	–	0.27%	31
2023 Q4	$314K	Hold	9,908	–	–	0.28%	31
2023 Q3	$304K	Hold	9,908	–	–	0.31%	30
2023 Q2	$321K	Hold	9,908	–	–	0.33%	27
2023 Q1	$308K	Hold	9,908	–	–	0.32%	25
2022 Q4	$298K	Hold	9,908	–	–	0.32%	33
2022 Q3	$295K	Hold	9,908	–	–	0.33%	31
2022 Q2	$317K	Hold	9,908	–	–	0.33%	29
2022 Q1	$348K	Hold	9,908	–	–	0.33%	28
2021 Q4	$3.41M	Buy	+9,908	New	+$335K	3%	8

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

Atlantic Private Wealth's WTPI Position: Q2 2026 in Review

Atlantic Private Wealth sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q2 2026, closing a stake of 8,793 shares — an estimated $281K sold.

Atlantic Private Wealth first reported a position in WTPI in Q4 2021 and held it in 18 quarters. The position peaked at $3.41M in Q4 2021. 85 funds tracked by Wall St. Rank hold WTPI as of Q2 2026.

Atlantic Private Wealth reported no remaining WisdomTree Equity Premium Income Fund position as of Q2 2026 after selling out during the quarter.
Atlantic Private Wealth sold 8,793 WisdomTree Equity Premium Income Fund shares in Q2 2026, an estimated $281K.
Atlantic Private Wealth first reported a position in WisdomTree Equity Premium Income Fund in Q4 2021 and held it in 18 quarters.
Atlantic Private Wealth's WisdomTree Equity Premium Income Fund position peaked at $3.41M in Q4 2021.
85 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2026.

Based on Atlantic Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.