CFS
WTPI

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

Compass Financial Services’s Portfolio WTPI Stock Details WTPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.96M Buy
123,480
+120,953
+4,786% +$3.88M 1.92% 13
2025
Q1 		$78.7K Buy
+2,527
New +$78.7K 0.04% 59