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

Aurora 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 Q3	$507K	Buy	+15,456	New	+$511K	0.32%	78

Other funds holding WTPI

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

White & Co Financial Planning Sunnyside, Washington $151M AUM 8.16% 1-Year Est. Return

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Aurora Private Wealth's WTPI Position: Q3 2026 in Review

Aurora Private Wealth opened a new position in WisdomTree Equity Premium Income Fund (WTPI) in Q3 2026: 15,456 shares worth $507K. The stake represents 0.32% of the portfolio and ranks #78 among its holdings.

12 funds tracked by Wall St. Rank hold WTPI as of Q3 2026.

Aurora Private Wealth held 15,456 shares of WisdomTree Equity Premium Income Fund worth $507K as of Q3 2026.
WisdomTree Equity Premium Income Fund was a new Aurora Private Wealth position in Q3 2026.
WisdomTree Equity Premium Income Fund made up 0.32% of Aurora Private Wealth's portfolio in Q3 2026, its #78 holding.
12 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q3 2026.

Based on Aurora Private Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.