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 Q3	$583K	Buy	17,764 +6,018	+51%	+$199K	﹤0.01%	3115
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Solutions 4 Wealth Southlake, Texas $83.3M AUM 12.76% 1-Year Est. Return

Castle Wealth Management West Palm Beach, Florida $318M AUM 11.99% 1-Year Est. Return

Compass Financial Services West Des Moines, Iowa $289M AUM 12.43% 1-Year Est. Return

Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Commonwealth Equity Services's WTPI Position: Q3 2026 in Review

Commonwealth Equity Services increased its WisdomTree Equity Premium Income Fund (WTPI) stake by 51% in Q3 2026, buying an estimated $199K and bringing the position to 17,764 shares worth $583K. The position accounts for ﹤0.01% of the portfolio, ranked #3115.

Commonwealth Equity Services first reported a position in WTPI in Q1 2019 and has held it in 9 quarters since. The position peaked at $986K in Q1 2019. 56 funds tracked by Wall St. Rank hold WTPI as of Q3 2026.

Commonwealth Equity Services held 17,764 shares of WisdomTree Equity Premium Income Fund worth $583K as of Q3 2026.
Commonwealth Equity Services bought 6,018 WisdomTree Equity Premium Income Fund shares in Q3 2026, an estimated $199K.
WisdomTree Equity Premium Income Fund made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q3 2026, its #3115 holding.
Commonwealth Equity Services first reported a position in WisdomTree Equity Premium Income Fund in Q1 2019 and has held it in 9 quarters since.
Commonwealth Equity Services's WisdomTree Equity Premium Income Fund position peaked at $986K in Q1 2019.
56 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.