CSPIA
WTPI

Cary Street Partners Investment Advisory’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Cary Street Partners Investment Advisory’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 		$3.14M Buy
95,620
+61,636
+181% +$2.03M 0.63% 38
2026
Q1 		$1.08M Buy
33,984
+4,705
+16% +$156K 0.28% 90
2025
Q4 		$967K Buy
+29,279
New +$977K 0.26% 99
2024
Q4 		– Sell
-102,861
Closed -$3.4M – 804
2024
Q3 		$3.4M Buy
102,861
+48,932
+91% +$1.62M 0.13% 186
2024
Q2 		$1.8M Buy
53,929
+40,829
+312% +$1.34M 0.07% 269
2024
Q1 		$436K Buy
13,100
+335
+3% +$10.9K 0.02% 482
2023
Q4 		$405K Buy
12,765
+6,284
+97% +$195K 0.02% 462
2023
Q3 		$199K Buy
6,481
+1,875
+41% +$60.1K 0.01% 557
2023
Q2 		$149K Buy
4,606
+595
+15% +$18.8K 0.01% 581
2023
Q1 		$125K Sell
4,011
-3,120
-44% -$95.7K 0.01% 557
2022
Q4 		$214K Sell
7,131
-4,700
-40% -$143K 0.02% 459
2022
Q3 		$353K Sell
11,831
-12,991
-52% -$418K 0.03% 365
2022
Q2 		$793K Sell
24,822
-6,725
-21% -$224K 0.07% 236
2022
Q1 		$1.11M Buy
31,547
+15,500
+97% +$527K 0.3% 100
2021
Q4 		$554K Buy
+16,047
New +$542K 0.15% 143
2021
Q2 		– Sell
-11,424
Closed -$345K – 346
2021
Q1 		$345K Buy
11,424
+3,475
+44% +$102K 0.14% 153
2020
Q4 		$227K Buy
7,949
+6,899
+657% +$191K 0.04% 306
2020
Q3 		$28K Sell
1,050
-7,100
-87% -$186K 0.01% 593
2020
Q2 		$204K Buy
+8,150
New +$196K 0.29% 100

Other funds holding WTPI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
S4W
Solutions 4 Wealth Southlake, Texas $77.5M AUM 17.3% 1-Year Est. Return
CFS
Compass Financial Services West Des Moines, Iowa $268M AUM 17.94% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
RC
Resolute Capital Greenville, South Carolina $290M AUM

Cary Street Partners Investment Advisory's WTPI Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its WisdomTree Equity Premium Income Fund (WTPI) stake by 181% in Q2 2026, buying an estimated $2.03M and bringing the position to 95,620 shares worth $3.14M. The position accounts for 0.63% of the portfolio, ranked #38.

Cary Street Partners Investment Advisory first reported a position in WTPI in Q2 2020 and has held it in 19 quarters since. The position peaked at $3.4M in Q3 2024. 41 funds tracked by Wall St. Rank hold WTPI as of Q2 2026.

  • Cary Street Partners Investment Advisory held 95,620 shares of WisdomTree Equity Premium Income Fund worth $3.14M as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 61,636 WisdomTree Equity Premium Income Fund shares in Q2 2026, an estimated $2.03M.
  • WisdomTree Equity Premium Income Fund made up 0.63% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #38 holding.
  • Cary Street Partners Investment Advisory first reported a position in WisdomTree Equity Premium Income Fund in Q2 2020 and has held it in 19 quarters since.
  • Cary Street Partners Investment Advisory's WisdomTree Equity Premium Income Fund position peaked at $3.4M in Q3 2024.
  • 41 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.