Diversify Wealth Management
WTPI icon

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

Diversify Wealth 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 		$642K Sell
19,536
-6,315
-24% -$208K 0.01% 790
2026
Q1 		$847K Buy
+25,851
New +$858K 0.02% 650

Other funds holding WTPI

LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cary Street Partners
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Raymond James Financial
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 $2.07B AUM 21.2% 1-Year Est. Return
S4W
Solutions 4 Wealth Southlake, Texas $77.5M AUM 17.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Pinnacle Financial Partners (Georgia)
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

Diversify Wealth Management's WTPI Position: Q2 2026 in Review

Diversify Wealth Management reduced its WisdomTree Equity Premium Income Fund (WTPI) stake by 24% in Q2 2026, selling an estimated $208K and leaving 19,536 shares worth $642K. The position accounts for 0.01% of the portfolio, ranked #790.

Diversify Wealth Management first reported a position in WTPI in Q1 2026 and has held it in 2 quarters since. The position peaked at $847K in Q1 2026. 86 funds tracked by Wall St. Rank hold WTPI as of Q2 2026.

  • Diversify Wealth Management held 19,536 shares of WisdomTree Equity Premium Income Fund worth $642K as of Q2 2026.
  • Diversify Wealth Management sold 6,315 WisdomTree Equity Premium Income Fund shares in Q2 2026, an estimated $208K.
  • WisdomTree Equity Premium Income Fund made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #790 holding.
  • Diversify Wealth Management first reported a position in WisdomTree Equity Premium Income Fund in Q1 2026 and has held it in 2 quarters since.
  • Diversify Wealth Management's WisdomTree Equity Premium Income Fund position peaked at $847K in Q1 2026.
  • 86 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.