Bridge Generations Wealth Management’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Bridge Generations Wealth Management’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	–	Sell	-12	Closed	-$397	–	129
2025 Q4	$397	Hold	12	–	–	﹤0.01%	117
2025 Q3	$400	Hold	12	–	–	﹤0.01%	121
2025 Q2	$385	Hold	12	–	–	﹤0.01%	115
2025 Q1	$374	Hold	12	–	–	﹤0.01%	137
2024 Q4	$396	Buy	+12	New	+$404	﹤0.01%	88

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

ABWM

Alpine Bank Wealth Management Grand Junction, Colorado $779M AUM 19.75% 1-Year Est. Return

Bridge Generations Wealth Management's WTPI Position: Q1 2026 in Review

Bridge Generations Wealth Management sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q1 2026, closing a stake of 12 shares — an estimated $397 sold.

Bridge Generations Wealth Management first reported a position in WTPI in Q4 2024 and held it in 5 quarters. The position peaked at $400 in Q3 2025. 89 funds tracked by Wall St. Rank hold WTPI as of Q1 2026.

Bridge Generations Wealth Management reported no remaining WisdomTree Equity Premium Income Fund position as of Q1 2026 after selling out during the quarter.
Bridge Generations Wealth Management sold 12 WisdomTree Equity Premium Income Fund shares in Q1 2026, an estimated $397.
Bridge Generations Wealth Management first reported a position in WisdomTree Equity Premium Income Fund in Q4 2024 and held it in 5 quarters.
Bridge Generations Wealth Management's WisdomTree Equity Premium Income Fund position peaked at $400 in Q3 2025.
89 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q1 2026.

Based on Bridge Generations Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.