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 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 $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

Atlantic Private Wealth's WTPI Position: Q1 2026 in Review

Atlantic Private Wealth held its WisdomTree Equity Premium Income Fund (WTPI) position steady in Q1 2026 at 8,793 shares worth $281K. The position accounts for 0.18% of the portfolio, ranked #52.

Atlantic Private Wealth first reported a position in WTPI in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.41M in Q4 2021. 89 funds tracked by Wall St. Rank hold WTPI as of Q1 2026.

Atlantic Private Wealth held 8,793 shares of WisdomTree Equity Premium Income Fund worth $281K as of Q1 2026.
Atlantic Private Wealth left its WisdomTree Equity Premium Income Fund share count unchanged in Q1 2026.
WisdomTree Equity Premium Income Fund made up 0.18% of Atlantic Private Wealth's portfolio in Q1 2026, its #52 holding.
Atlantic Private Wealth first reported a position in WisdomTree Equity Premium Income Fund in Q4 2021 and has held it in 18 quarters since.
Atlantic Private Wealth's WisdomTree Equity Premium Income Fund position peaked at $3.41M in Q4 2021.
89 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.