Cerity Partners
WTPI icon

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

Cerity 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 		$204K Sell
6,207
-366
-6% -$12K ﹤0.01% 3042
2026
Q1 		$210K Buy
+6,573
New +$218K ﹤0.01% 2860

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
Cary Street Partners
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Raymond James Financial
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Pinnacle Financial Partners (Georgia)
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

Cerity Partners's WTPI Position: Q2 2026 in Review

Cerity Partners reduced its WisdomTree Equity Premium Income Fund (WTPI) stake by 5.6% in Q2 2026, selling an estimated $12K and leaving 6,207 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #3042.

Cerity Partners first reported a position in WTPI in Q1 2026 and has held it in 2 quarters since. The position peaked at $210K in Q1 2026. 86 funds tracked by Wall St. Rank hold WTPI as of Q2 2026.

  • Cerity Partners held 6,207 shares of WisdomTree Equity Premium Income Fund worth $204K as of Q2 2026.
  • Cerity Partners sold 366 WisdomTree Equity Premium Income Fund shares in Q2 2026, an estimated $12K.
  • WisdomTree Equity Premium Income Fund made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #3042 holding.
  • Cerity Partners first reported a position in WisdomTree Equity Premium Income Fund in Q1 2026 and has held it in 2 quarters since.
  • Cerity Partners's WisdomTree Equity Premium Income Fund position peaked at $210K in Q1 2026.
  • 86 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.