Diversify Advisory Services’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Diversify Advisory Services’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	$642K	Buy	+19,536	New	+$643K	0.01%	790
2026 Q1	–	Sell	-24,234	Closed	-$816K	–	917
2025 Q4	$816K	Buy	24,234 +4,214	+21%	+$141K	0.03%	449
2025 Q3	$674K	Sell	20,020 -2,804	-12%	-$91.6K	0.02%	476
2025 Q2	$748K	Sell	22,824 -357	-2%	-$11.1K	0.03%	403
2025 Q1	$712K	Buy	23,181 +3,098	+15%	+$101K	0.04%	282
2024 Q4	$657K	Buy	+20,083	New	+$676K	0.04%	303

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

Diversify Advisory Services's WTPI Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in WisdomTree Equity Premium Income Fund (WTPI) in Q2 2026: 19,536 shares worth $642K. The stake represents 0.01% of the portfolio and ranks #790 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in WTPI as recently as Q4 2025.

Diversify Advisory Services first reported a position in WTPI in Q4 2024 and has held it in 6 quarters since. The position peaked at $816K in Q4 2025. 85 funds tracked by Wall St. Rank hold WTPI as of Q2 2026.

Diversify Advisory Services held 19,536 shares of WisdomTree Equity Premium Income Fund worth $642K as of Q2 2026.
WisdomTree Equity Premium Income Fund was a new Diversify Advisory Services position in Q2 2026.
WisdomTree Equity Premium Income Fund made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #790 holding.
Diversify Advisory Services first reported a position in WisdomTree Equity Premium Income Fund in Q4 2024 and has held it in 6 quarters since.
Diversify Advisory Services's WisdomTree Equity Premium Income Fund position peaked at $816K in Q4 2025.
85 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.