Coppell Advisory Solutions’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Coppell Advisory Solutions’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 Q1	–	Sell	-9	Closed	-$298	–	1975
2024 Q4	$298	Hold	9	–	–	﹤0.01%	1802
2024 Q3	$297	Hold	9	–	–	﹤0.01%	1701
2024 Q2	$300	Buy	+9	New	+$296	﹤0.01%	1627
2023 Q4	$282	Buy	+9	New	+$280	﹤0.01%	1573

Other funds holding WTPI

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

S4W

Solutions 4 Wealth Southlake, Texas $77.5M AUM 17.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

OWM

Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return

Coppell Advisory Solutions's WTPI Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q1 2025, closing a stake of 9 shares — an estimated $298 sold.

Coppell Advisory Solutions first reported a position in WTPI in Q4 2023 and held it in 4 quarters. The position peaked at $300 in Q2 2024. 64 funds tracked by Wall St. Rank hold WTPI as of Q1 2025.

Coppell Advisory Solutions reported no remaining WisdomTree Equity Premium Income Fund position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 9 WisdomTree Equity Premium Income Fund shares in Q1 2025, an estimated $298.
Coppell Advisory Solutions first reported a position in WisdomTree Equity Premium Income Fund in Q4 2023 and held it in 4 quarters.
Coppell Advisory Solutions's WisdomTree Equity Premium Income Fund position peaked at $300 in Q2 2024.
64 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.