Cambridge Investment Research Advisors
WTPI

Cambridge Investment Research Advisors’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Cambridge Investment Research Advisors’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
2025
Q3 		– Sell
-6,850
Closed -$219K – 3905
2025
Q2 		$219K Buy
+6,850
New +$213K ﹤0.01% 3277
2020
Q1 		– Sell
-7,783
Closed -$222K – 2506
2019
Q4 		$222K Sell
7,783
-2,602
-25% -$73.6K ﹤0.01% 2134
2019
Q3 		$287K Sell
10,385
-4,976
-32% -$138K ﹤0.01% 1854
2019
Q2 		$423K Sell
15,361
-832
-5% -$22.6K ﹤0.01% 1541
2019
Q1 		$436K Sell
16,193
-13,194
-45% -$348K ﹤0.01% 1581
2018
Q4 		$748K Sell
29,387
-4,868
-14% -$139K 0.01% 1098
2018
Q3 		$1.05M Buy
34,255
+1,836
+6% +$55.7K 0.01% 1000
2018
Q2 		$954K Sell
32,419
-8,214
-20% -$239K 0.01% 1010
2018
Q1 		$1.15M Buy
40,633
+14,921
+58% +$429K 0.01% 867
2017
Q4 		$747K Buy
25,712
+971
+4% +$28.7K 0.01% 1065
2017
Q3 		$729K Buy
24,741
+7,806
+46% +$228K 0.01% 1007
2017
Q2 		$491K Buy
16,935
+1,258
+8% +$36.1K 0.01% 1214
2017
Q1 		$444K Sell
15,677
-2,425
-13% -$67.9K 0.01% 1135
2016
Q4 		$495K Buy
+18,102
New +$496K 0.01% 1016

Other funds holding WTPI

CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
Castle Wealth Management West Palm Beach, Florida $309M AUM 16.93% 1-Year Est. Return
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
S4W
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CFS
Compass Financial Services West Des Moines, Iowa $231M AUM 11.35% 1-Year Est. Return

Cambridge Investment Research Advisors's WTPI Position: Q3 2025 in Review

Cambridge Investment Research Advisors sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q3 2025, closing a stake of 6,850 shares — an estimated $219K sold.

Cambridge Investment Research Advisors first reported a position in WTPI in Q4 2016 and held it in 14 quarters. The position peaked at $1.15M in Q1 2018. 71 funds tracked by Wall St. Rank hold WTPI as of Q3 2025.

  • Cambridge Investment Research Advisors reported no remaining WisdomTree Equity Premium Income Fund position as of Q3 2025 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 6,850 WisdomTree Equity Premium Income Fund shares in Q3 2025, an estimated $219K.
  • Cambridge Investment Research Advisors first reported a position in WisdomTree Equity Premium Income Fund in Q4 2016 and held it in 14 quarters.
  • Cambridge Investment Research Advisors's WisdomTree Equity Premium Income Fund position peaked at $1.15M in Q1 2018.
  • 71 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q3 2025.

Based on Cambridge Investment Research Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.