Creative Planning’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Creative Planning’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	$1.1M	Buy	34,375 +10,230	+42%	+$339K	﹤0.01%	2379
2025 Q4	$797K	Sell	24,145 -2,953	-11%	-$98.5K	﹤0.01%	2467
2025 Q3	$902K	Hold	27,098	–	–	﹤0.01%	2202
2025 Q2	$868K	Buy	27,098 +12,229	+82%	+$379K	﹤0.01%	1976
2025 Q1	$463K	Buy	14,869 +1,052	+8%	+$34.5K	﹤0.01%	2354
2024 Q4	$455K	Buy	+13,817	New	+$465K	﹤0.01%	2311

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

Creative Planning's WTPI Position: Q1 2026 in Review

Creative Planning increased its WisdomTree Equity Premium Income Fund (WTPI) stake by 42% in Q1 2026, buying an estimated $339K and bringing the position to 34,375 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2379.

Creative Planning first reported a position in WTPI in Q4 2024 and has held it in 6 quarters since. 89 funds tracked by Wall St. Rank hold WTPI as of Q1 2026.

Creative Planning held 34,375 shares of WisdomTree Equity Premium Income Fund worth $1.1M as of Q1 2026.
Creative Planning bought 10,230 WisdomTree Equity Premium Income Fund shares in Q1 2026, an estimated $339K.
WisdomTree Equity Premium Income Fund made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2379 holding.
Creative Planning first reported a position in WisdomTree Equity Premium Income Fund in Q4 2024 and has held it in 6 quarters since.
89 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.