Covestor’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Covestor’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 Q1	$1K	Hold	40	–	–	﹤0.01%	2187
2025 Q4	$1K	Hold	40	–	–	﹤0.01%	2208
2025 Q3	$1K	Buy	40 +1	+3%	+$33	﹤0.01%	2218
2025 Q2	$1K	Hold	39	–	–	﹤0.01%	2135
2025 Q1	$1K	Sell	39 -38	-49%	-$1.25K	﹤0.01%	2144
2024 Q4	$3K	Buy	77 +13	+20%	+$437	﹤0.01%	1840
2024 Q3	$2K	Sell	64 -12	-16%	-$397	﹤0.01%	1870
2024 Q2	$3K	Hold	76	–	–	﹤0.01%	1821
2024 Q1	$3K	Buy	76 +3	+4%	+$98	﹤0.01%	1826
2023 Q4	$2K	Buy	73 +2	+3%	+$62	﹤0.01%	1904
2023 Q3	$2K	Sell	71 -15	-17%	-$481	﹤0.01%	1863
2023 Q2	$3K	Hold	86	–	–	﹤0.01%	1786
2023 Q1	$3K	Sell	86 -13	-13%	-$399	﹤0.01%	1728
2022 Q4	$3K	Buy	99 +6	+6%	+$183	﹤0.01%	1738
2022 Q3	$3K	Sell	93 -69	-43%	-$2.22K	﹤0.01%	1662
2022 Q2	$5K	Buy	162 +61	+60%	+$2.04K	﹤0.01%	1437
2022 Q1	$4K	Sell	101 -8	-7%	-$272	﹤0.01%	1577
2021 Q4	$4K	Buy	+109	New	+$3.68K	0.01%	1433

Other funds holding WTPI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CSP

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

CWM

Castle Wealth Management West Palm Beach, Florida $309M AUM 16.93% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

S4W

Solutions 4 Wealth Southlake, Texas $66.5M AUM 10.15% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

ABWM

Alpine Bank Wealth Management Grand Junction, Colorado $688M AUM 15.3% 1-Year Est. Return

Covestor's WTPI Position: Q1 2026 in Review

Covestor held its WisdomTree Equity Premium Income Fund (WTPI) position steady in Q1 2026 at 40 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2187.

Covestor first reported a position in WTPI in Q4 2021 and has held it in 18 quarters since. The position peaked at $5K in Q2 2022. 89 funds tracked by Wall St. Rank hold WTPI as of Q1 2026.

Covestor held 40 shares of WisdomTree Equity Premium Income Fund worth $1K as of Q1 2026.
Covestor left its WisdomTree Equity Premium Income Fund share count unchanged in Q1 2026.
WisdomTree Equity Premium Income Fund made up ﹤0.01% of Covestor's portfolio in Q1 2026, its #2187 holding.
Covestor first reported a position in WisdomTree Equity Premium Income Fund in Q4 2021 and has held it in 18 quarters since.
Covestor's WisdomTree Equity Premium Income Fund position peaked at $5K in Q2 2022.
89 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.