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

EP Wealth Advisors’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	$4.03M	Buy	+122,881	New	+$4.04M	0.02%	428

Other funds holding WTPI

LPL Financial San Diego, California $445B AUM 25.58% 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 $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

CFS

Compass Financial Services West Des Moines, Iowa $268M AUM 17.94% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

EP Wealth Advisors's WTPI Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in WisdomTree Equity Premium Income Fund (WTPI) in Q2 2026: 122,881 shares worth $4.03M. The stake represents 0.02% of the portfolio and ranks #428 among its holdings.

64 funds tracked by Wall St. Rank hold WTPI as of Q2 2026.

EP Wealth Advisors held 122,881 shares of WisdomTree Equity Premium Income Fund worth $4.03M as of Q2 2026.
WisdomTree Equity Premium Income Fund was a new EP Wealth Advisors position in Q2 2026.
WisdomTree Equity Premium Income Fund made up 0.02% of EP Wealth Advisors's portfolio in Q2 2026, its #428 holding.
64 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.