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

Cary Street Partners’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	$11.7M	Buy	356,743 +29,156	+9%	+$959K	0.26%	92
2026 Q1	$10.5M	Buy	327,587 +24,629	+8%	+$817K	0.26%	88
2025 Q4	$10M	Sell	302,958 -706,955	-70%	-$23.6M	0.25%	94
2025 Q3	$33.6M	Sell	1,009,913 -3,771	-0.4%	-$123K	0.87%	23
2025 Q2	$32.5M	Sell	1,013,684 -18,483	-2%	-$573K	0.91%	18
2025 Q1	$32.1M	Buy	1,032,167 +846,833	+457%	+$27.7M	1.02%	15
2024 Q4	$6.11M	Buy	+185,334	New	+$6.24M	0.2%	115

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PFPG

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

CFS

Compass Financial Services West Des Moines, Iowa $268M AUM 17.94% 1-Year Est. Return

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

Cary Street Partners increased its WisdomTree Equity Premium Income Fund (WTPI) stake by 8.9% in Q2 2026, buying an estimated $959K and bringing the position to 356,743 shares worth $11.7M. The position accounts for 0.26% of the portfolio, ranked #92.

Cary Street Partners first reported a position in WTPI in Q4 2024 and has held it in 7 quarters since. The position peaked at $33.6M in Q3 2025. 85 funds tracked by Wall St. Rank hold WTPI as of Q2 2026.

Cary Street Partners held 356,743 shares of WisdomTree Equity Premium Income Fund worth $11.7M as of Q2 2026.
Cary Street Partners bought 29,156 WisdomTree Equity Premium Income Fund shares in Q2 2026, an estimated $959K.
WisdomTree Equity Premium Income Fund made up 0.26% of Cary Street Partners's portfolio in Q2 2026, its #92 holding.
Cary Street Partners first reported a position in WisdomTree Equity Premium Income Fund in Q4 2024 and has held it in 7 quarters since.
Cary Street Partners's WisdomTree Equity Premium Income Fund position peaked at $33.6M in Q3 2025.
85 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2026.

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