AC
WTPI

Avory & Company’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Avory & Company’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 		$501K Buy
15,267
+100
+0.7% +$3.29K 0.63% 23
2026
Q1 		$484K Hold
15,167
– – 0.63% 21
2025
Q4 		$501K Buy
15,167
+7,640
+102% +$255K 0.32% 18
2025
Q3 		$250K Hold
7,527
– – 0.15% 26
2025
Q2 		$241K Hold
7,527
– – 0.15% 26
2025
Q1 		$234K Hold
7,527
– – 0.15% 27
2024
Q4 		$248K Buy
+7,527
New +$253K 0.14% 25

Other funds holding WTPI

LPL Financial
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
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
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

Avory & Company's WTPI Position: Q2 2026 in Review

Avory & Company increased its WisdomTree Equity Premium Income Fund (WTPI) stake by 0.66% in Q2 2026, buying an estimated $3.29K and bringing the position to 15,267 shares worth $501K. The position accounts for 0.63% of the portfolio, ranked #23.

Avory & Company first reported a position in WTPI in Q4 2024 and has held it in 7 quarters since. The position peaked at $501K in Q4 2025. 85 funds tracked by Wall St. Rank hold WTPI as of Q2 2026.

  • Avory & Company held 15,267 shares of WisdomTree Equity Premium Income Fund worth $501K as of Q2 2026.
  • Avory & Company bought 100 WisdomTree Equity Premium Income Fund shares in Q2 2026, an estimated $3.29K.
  • WisdomTree Equity Premium Income Fund made up 0.63% of Avory & Company's portfolio in Q2 2026, its #23 holding.
  • Avory & Company first reported a position in WisdomTree Equity Premium Income Fund in Q4 2024 and has held it in 7 quarters since.
  • Avory & Company's WisdomTree Equity Premium Income Fund position peaked at $501K in Q4 2025.
  • 85 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2026.

Based on Avory & Company's 13F filing for Q2 2026, filed 23 Jul 2026.