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 Q2	$1.19M	Buy	36,261 +3,650	+11%	+$120K	﹤0.01%	841
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 $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

Cresset Asset Management's WTPI Position: Q2 2026 in Review

Cresset Asset Management increased its WisdomTree Equity Premium Income Fund (WTPI) stake by 11% in Q2 2026, buying an estimated $120K and bringing the position to 36,261 shares worth $1.19M. The position accounts for ﹤0.01% of the portfolio, ranked #841.

Cresset Asset Management first reported a position in WTPI in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.22M in Q3 2024. 85 funds tracked by Wall St. Rank hold WTPI as of Q2 2026.

Cresset Asset Management held 36,261 shares of WisdomTree Equity Premium Income Fund worth $1.19M as of Q2 2026.
Cresset Asset Management bought 3,650 WisdomTree Equity Premium Income Fund shares in Q2 2026, an estimated $120K.
WisdomTree Equity Premium Income Fund made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #841 holding.
Cresset Asset Management first reported a position in WisdomTree Equity Premium Income Fund in Q2 2024 and has held it in 9 quarters since.
Cresset Asset Management's WisdomTree Equity Premium Income Fund position peaked at $1.22M in Q3 2024.
85 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.