CreativeOne Wealth’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

CreativeOne Wealth’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	–	Sell	-26,328	Closed	-$869K	–	1285
2025 Q4	$869K	Buy	+26,328	New	+$878K	0.02%	609
2021 Q2	–	Sell	-14,847	Closed	-$449K	–	700
2021 Q1	$449K	Buy	14,847 +685	+5%	+$20K	0.03%	351
2020 Q4	$404K	Buy	14,162 +64	+0.5%	+$1.77K	0.03%	321
2020 Q3	$377K	Sell	14,098 -530	-4%	-$13.9K	0.05%	186
2020 Q2	$366K	Buy	+14,628	New	+$352K	0.06%	175

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

CreativeOne Wealth's WTPI Position: Q1 2026 in Review

CreativeOne Wealth sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q1 2026, closing a stake of 26,328 shares — an estimated $869K sold.

CreativeOne Wealth first reported a position in WTPI in Q2 2020 and held it in 5 quarters. The position peaked at $869K in Q4 2025. 89 funds tracked by Wall St. Rank hold WTPI as of Q1 2026.

CreativeOne Wealth reported no remaining WisdomTree Equity Premium Income Fund position as of Q1 2026 after selling out during the quarter.
CreativeOne Wealth sold 26,328 WisdomTree Equity Premium Income Fund shares in Q1 2026, an estimated $869K.
CreativeOne Wealth first reported a position in WisdomTree Equity Premium Income Fund in Q2 2020 and held it in 5 quarters.
CreativeOne Wealth's WisdomTree Equity Premium Income Fund position peaked at $869K in Q4 2025.
89 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.