Commonwealth Equity Services’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Commonwealth Equity Services’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	$385K	Sell	11,746 -318	-3%	-$10.5K	﹤0.01%	3527
2026 Q1	$385K	Buy	12,064 +2,308	+24%	+$76.6K	﹤0.01%	3438
2025 Q4	$322K	Buy	9,756 +2,304	+31%	+$76.9K	﹤0.01%	3590
2025 Q3	$248K	Buy	+7,452	New	+$244K	﹤0.01%	3789
2020 Q1	–	Sell	-14,082	Closed	-$401K	–	2982
2019 Q4	$401K	Buy	14,082 +203	+1%	+$5.74K	﹤0.01%	2078
2019 Q3	$383K	Sell	13,879 -11,257	-45%	-$311K	﹤0.01%	2035
2019 Q2	$692K	Sell	25,136 -11,513	-31%	-$312K	﹤0.01%	1576
2019 Q1	$986K	Buy	+36,649	New	+$967K	﹤0.01%	1307

Other funds holding WTPI

CSP

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

CFS

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CSPIA

Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Resolute Capital Greenville, South Carolina $290M AUM

Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

Commonwealth Equity Services's WTPI Position: Q2 2026 in Review

Commonwealth Equity Services reduced its WisdomTree Equity Premium Income Fund (WTPI) stake by 2.6% in Q2 2026, selling an estimated $10.5K and leaving 11,746 shares worth $385K. The position accounts for ﹤0.01% of the portfolio, ranked #3527.

Commonwealth Equity Services first reported a position in WTPI in Q1 2019 and has held it in 8 quarters since. The position peaked at $986K in Q1 2019. 29 funds tracked by Wall St. Rank hold WTPI as of Q2 2026.

Commonwealth Equity Services held 11,746 shares of WisdomTree Equity Premium Income Fund worth $385K as of Q2 2026.
Commonwealth Equity Services sold 318 WisdomTree Equity Premium Income Fund shares in Q2 2026, an estimated $10.5K.
WisdomTree Equity Premium Income Fund made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3527 holding.
Commonwealth Equity Services first reported a position in WisdomTree Equity Premium Income Fund in Q1 2019 and has held it in 8 quarters since.
Commonwealth Equity Services's WisdomTree Equity Premium Income Fund position peaked at $986K in Q1 2019.
29 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.