CAL
WTPI

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

Capital Analysts LLC’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
Q4 		– Sell
-150
Closed -$5K – 1514
2025
Q3 		$5K Buy
+150
New +$4.9K ﹤0.01% 1319
2023
Q1 		– Sell
-150
Closed -$5K – 1092
2022
Q4 		$5K Sell
150
-200
-57% -$6.1K ﹤0.01% 922
2022
Q3 		$10K Hold
350
– – ﹤0.01% 804
2022
Q2 		$11K Buy
350
+100
+40% +$3.34K ﹤0.01% 785
2022
Q1 		$9K Sell
250
-650
-72% -$22.1K ﹤0.01% 766
2021
Q4 		$31K Buy
+900
New +$30.4K ﹤0.01% 644

Other funds holding WTPI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $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
CFS
Compass Financial Services West Des Moines, Iowa $231M AUM 11.35% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Capital Analysts LLC's WTPI Position: Q4 2025 in Review

Capital Analysts LLC sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q4 2025, closing a stake of 150 shares — an estimated $5K sold.

Capital Analysts LLC first reported a position in WTPI in Q4 2021 and held it in 6 quarters. The position peaked at $31K in Q4 2021. 84 funds tracked by Wall St. Rank hold WTPI as of Q4 2025.

  • Capital Analysts LLC reported no remaining WisdomTree Equity Premium Income Fund position as of Q4 2025 after selling out during the quarter.
  • Capital Analysts LLC sold 150 WisdomTree Equity Premium Income Fund shares in Q4 2025, an estimated $5K.
  • Capital Analysts LLC first reported a position in WisdomTree Equity Premium Income Fund in Q4 2021 and held it in 6 quarters.
  • Capital Analysts LLC's WisdomTree Equity Premium Income Fund position peaked at $31K in Q4 2021.
  • 84 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q4 2025.

Based on Capital Analysts LLC's 13F filing for Q4 2025, filed 11 Feb 2026.