Carson Wealth (CWM LLC)
WTPI

Carson Wealth (CWM LLC)’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Carson Wealth (CWM 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
2026
Q1 		$1.67M Buy
52,391
+24,151
+86% +$801K ﹤0.01% 1279
2025
Q4 		$932K Buy
28,240
+11,657
+70% +$389K ﹤0.01% 1537
2025
Q3 		$552K Buy
16,583
+15,335
+1,229% +$501K ﹤0.01% 1736
2025
Q2 		$40K Buy
+1,248
New +$38.7K ﹤0.01% 3459

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
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
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
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

Carson Wealth (CWM LLC)'s WTPI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its WisdomTree Equity Premium Income Fund (WTPI) stake by 86% in Q1 2026, buying an estimated $801K and bringing the position to 52,391 shares worth $1.67M. The position accounts for ﹤0.01% of the portfolio, ranked #1279.

Carson Wealth (CWM LLC) first reported a position in WTPI in Q2 2025 and has held it in 4 quarters since. 89 funds tracked by Wall St. Rank hold WTPI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 52,391 shares of WisdomTree Equity Premium Income Fund worth $1.67M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 24,151 WisdomTree Equity Premium Income Fund shares in Q1 2026, an estimated $801K.
  • WisdomTree Equity Premium Income Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1279 holding.
  • Carson Wealth (CWM LLC) first reported a position in WisdomTree Equity Premium Income Fund in Q2 2025 and has held it in 4 quarters since.
  • 89 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.