Creative Planning
WTPI

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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$868K Buy
27,098
+12,229
+82% +$392K ﹤0.01% 1971
2025
Q1 		$463K Buy
14,869
+1,052
+8% +$32.8K ﹤0.01% 2349
2024
Q4 		$455K Buy
+13,817
New +$455K ﹤0.01% 2304