Cresset Asset Management’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Cresset Asset Management’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	$1.04M	Buy	32,611 +1,117	+4%	+$37.1K	﹤0.01%	765
2025 Q4	$1.04M	Sell	31,494 -3,893	-11%	-$130K	﹤0.01%	777
2025 Q3	$1.18M	Buy	35,387 +901	+3%	+$29.4K	0.01%	690
2025 Q2	$1.1M	Sell	34,486 -13	-0%	-$403	0.01%	658
2025 Q1	$1.07M	Buy	34,499 +153	+0.4%	+$5.01K	0.01%	751
2024 Q4	$1.13M	Sell	34,346 -2,555	-7%	-$86K	0.01%	750
2024 Q3	$1.22M	Buy	36,901 +7,921	+27%	+$262K	﹤0.01%	1063
2024 Q2	$967K	Buy	+28,980	New	+$953K	﹤0.01%	1087

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

Cresset Asset Management's WTPI Position: Q1 2026 in Review

Cresset Asset Management increased its WisdomTree Equity Premium Income Fund (WTPI) stake by 3.5% in Q1 2026, buying an estimated $37.1K and bringing the position to 32,611 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #765.

Cresset Asset Management first reported a position in WTPI in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.22M in Q3 2024. 89 funds tracked by Wall St. Rank hold WTPI as of Q1 2026.

Cresset Asset Management held 32,611 shares of WisdomTree Equity Premium Income Fund worth $1.04M as of Q1 2026.
Cresset Asset Management bought 1,117 WisdomTree Equity Premium Income Fund shares in Q1 2026, an estimated $37.1K.
WisdomTree Equity Premium Income Fund made up ﹤0.01% of Cresset Asset Management's portfolio in Q1 2026, its #765 holding.
Cresset Asset Management first reported a position in WisdomTree Equity Premium Income Fund in Q2 2024 and has held it in 8 quarters since.
Cresset Asset Management's WisdomTree Equity Premium Income Fund position peaked at $1.22M in Q3 2024.
89 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.