Concurrent Investment Advisors
WTPI icon

Concurrent Investment Advisors’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Concurrent Investment Advisors’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
2025
Q4 		– Sell
-6,178
Closed -$206K – 1868
2025
Q3 		$206K Buy
+6,178
New +$202K ﹤0.01% 1345

Other funds holding WTPI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cary Street Partners
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
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $1.09B AUM 22.93% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 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
Central Trust Company
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

Concurrent Investment Advisors's WTPI Position: Q4 2025 in Review

Concurrent Investment Advisors sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q4 2025, closing a stake of 6,178 shares — an estimated $206K sold.

Concurrent Investment Advisors first reported a position in WTPI in Q3 2025 and held it in 1 quarter. The position peaked at $206K in Q3 2025. 85 funds tracked by Wall St. Rank hold WTPI as of Q4 2025.

  • Concurrent Investment Advisors reported no remaining WisdomTree Equity Premium Income Fund position as of Q4 2025 after selling out during the quarter.
  • Concurrent Investment Advisors sold 6,178 WisdomTree Equity Premium Income Fund shares in Q4 2025, an estimated $206K.
  • Concurrent Investment Advisors first reported a position in WisdomTree Equity Premium Income Fund in Q3 2025 and held it in 1 quarter.
  • Concurrent Investment Advisors's WisdomTree Equity Premium Income Fund position peaked at $206K in Q3 2025.
  • 85 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q4 2025.

Based on Concurrent Investment Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.