CFML
WTPI

COMPASS FINANCIAL MANAGEMENT LLC’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$13.9K Buy
+425
New +$14K ﹤0.01% 980

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

COMPASS FINANCIAL MANAGEMENT LLC's WTPI Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in WisdomTree Equity Premium Income Fund (WTPI) in Q2 2026: 425 shares worth $13.9K. The stake represents ﹤0.01% of the portfolio and ranks #980 among its holdings.

64 funds tracked by Wall St. Rank hold WTPI as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 425 shares of WisdomTree Equity Premium Income Fund worth $13.9K as of Q2 2026.
  • WisdomTree Equity Premium Income Fund was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • WisdomTree Equity Premium Income Fund made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #980 holding.
  • 64 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.