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 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 $470M AUM 15.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

S4W

Solutions 4 Wealth Southlake, Texas $77.5M AUM 17.3% 1-Year Est. Return

ABWM

Alpine Bank Wealth Management Grand Junction, Colorado $779M AUM 19.75% 1-Year Est. Return

CFS

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

Cetera Investment Advisers's WTPI Position: Q1 2026 in Review

Cetera Investment Advisers increased its WisdomTree Equity Premium Income Fund (WTPI) stake by 13% in Q1 2026, buying an estimated $700K and bringing the position to 187,979 shares worth $6M. The position accounts for 0.01% of the portfolio, ranked #1387.

Cetera Investment Advisers first reported a position in WTPI in Q4 2021 and has held it in 10 quarters since. 89 funds tracked by Wall St. Rank hold WTPI as of Q1 2026.

Cetera Investment Advisers held 187,979 shares of WisdomTree Equity Premium Income Fund worth $6M as of Q1 2026.
Cetera Investment Advisers bought 21,091 WisdomTree Equity Premium Income Fund shares in Q1 2026, an estimated $700K.
WisdomTree Equity Premium Income Fund made up 0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1387 holding.
Cetera Investment Advisers first reported a position in WisdomTree Equity Premium Income Fund in Q4 2021 and has held it in 10 quarters since.
89 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.