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 Q2	$1.26M	Buy	38,434 +4,059	+12%	+$134K	﹤0.01%	2456
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 $445B AUM 25.58% 1-Year Est. Return

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $1.09B AUM 22.93% 1-Year Est. Return

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

CSP

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

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

CWM

Castle Wealth Management West Palm Beach, Florida $338M AUM 18.79% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

S4W

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

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

PFPG

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

Creative Planning's WTPI Position: Q2 2026 in Review

Creative Planning increased its WisdomTree Equity Premium Income Fund (WTPI) stake by 12% in Q2 2026, buying an estimated $134K and bringing the position to 38,434 shares worth $1.26M. The position accounts for ﹤0.01% of the portfolio, ranked #2456.

Creative Planning first reported a position in WTPI in Q4 2024 and has held it in 7 quarters since. 85 funds tracked by Wall St. Rank hold WTPI as of Q2 2026.

Creative Planning held 38,434 shares of WisdomTree Equity Premium Income Fund worth $1.26M as of Q2 2026.
Creative Planning bought 4,059 WisdomTree Equity Premium Income Fund shares in Q2 2026, an estimated $134K.
WisdomTree Equity Premium Income Fund made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2456 holding.
Creative Planning first reported a position in WisdomTree Equity Premium Income Fund in Q4 2024 and has held it in 7 quarters since.
85 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.