Cetera Investment Advisers’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Cetera Investment Advisers’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	$7.27M	Buy	221,580 +33,601	+18%	+$1.11M	0.01%	1351
2026 Q1	$6M	Buy	187,979 +21,091	+13%	+$700K	0.01%	1387
2025 Q4	$5.51M	Sell	166,888 -6,543	-4%	-$218K	0.01%	1399
2025 Q3	$5.77M	Sell	173,431 -7,575	-4%	-$248K	0.01%	1316
2025 Q2	$5.8M	Buy	181,006 +39,911	+28%	+$1.24M	0.01%	1096
2025 Q1	$4.39M	Buy	141,095 +84,453	+149%	+$2.77M	0.01%	1195
2024 Q4	$1.87M	Sell	56,642 -3,766	-6%	-$127K	﹤0.01%	1714
2024 Q3	$2M	Buy	60,408 +15,250	+34%	+$504K	﹤0.01%	1633
2024 Q2	$1.51M	Buy	45,158 +980	+2%	+$32.2K	﹤0.01%	1790
2024 Q1	$1.47M	Buy	+44,178	New	+$1.44M	﹤0.01%	1781
2022 Q1	–	Sell	-5,882	Closed	-$203K	–	2010
2021 Q4	$203K	Buy	+5,882	New	+$199K	﹤0.01%	1733

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

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 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

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

Cetera Investment Advisers's WTPI Position: Q2 2026 in Review

Cetera Investment Advisers increased its WisdomTree Equity Premium Income Fund (WTPI) stake by 18% in Q2 2026, buying an estimated $1.11M and bringing the position to 221,580 shares worth $7.27M. The position accounts for 0.01% of the portfolio, ranked #1351.

Cetera Investment Advisers first reported a position in WTPI in Q4 2021 and has held it in 11 quarters since. 86 funds tracked by Wall St. Rank hold WTPI as of Q2 2026.

Cetera Investment Advisers held 221,580 shares of WisdomTree Equity Premium Income Fund worth $7.27M as of Q2 2026.
Cetera Investment Advisers bought 33,601 WisdomTree Equity Premium Income Fund shares in Q2 2026, an estimated $1.11M.
WisdomTree Equity Premium Income Fund made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1351 holding.
Cetera Investment Advisers first reported a position in WisdomTree Equity Premium Income Fund in Q4 2021 and has held it in 11 quarters since.
86 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.