Avestar Capital’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Avestar Capital’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	$1.88M	Sell	58,804 -3,112	-5%	-$103K	0.13%	135
2025 Q4	$2.04M	Sell	61,916 -32,637	-35%	-$1.09M	0.14%	124
2025 Q3	$3.15M	Sell	94,553 -8,265	-8%	-$270K	0.22%	88
2025 Q2	$3.29M	Buy	102,818 +1,998	+2%	+$62K	0.24%	78
2025 Q1	$3.14M	Sell	100,820 -17,802	-15%	-$583K	0.3%	73
2024 Q4	$3.91M	Sell	118,622 -4,185	-3%	-$141K	0.36%	65
2024 Q3	$4.06M	Sell	122,807 -13,056	-10%	-$432K	0.44%	52
2024 Q2	$4.53M	Buy	135,863 +26,818	+25%	+$882K	0.5%	54
2024 Q1	$3.63M	Sell	109,045 -10,995	-9%	-$358K	0.42%	55
2023 Q4	$3.81M	Buy	120,040 +26,235	+28%	+$816K	0.47%	47
2023 Q3	$2.88M	Buy	+93,805	New	+$3.01M	0.44%	52

Other funds holding WTPI

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Cary Street Partners Richmond, Virginia $4.04B AUM 18.4% 1-Year Est. Return

Castle Wealth Management West Palm Beach, Florida $309M AUM 16.93% 1-Year Est. Return

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

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Solutions 4 Wealth Southlake, Texas $66.5M AUM 10.15% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Alpine Bank Wealth Management Grand Junction, Colorado $688M AUM 15.3% 1-Year Est. Return