Farther Finance Advisors’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Farther Finance 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	$39.3K	Hold	1,198	–	–	﹤0.01%	3441
2026 Q1	$38.2K	Hold	1,198	–	–	﹤0.01%	3195
2025 Q4	$39.6K	Hold	1,198	–	–	﹤0.01%	2972
2025 Q3	$39.9K	Hold	1,198	–	–	﹤0.01%	2580
2025 Q2	$38.4K	Sell	1,198 -242	-17%	-$7.51K	﹤0.01%	2270
2025 Q1	$44.9K	Hold	1,440	–	–	﹤0.01%	1952
2024 Q4	$47.5K	Hold	1,440	–	–	﹤0.01%	1687
2024 Q3	$47.7K	Buy	+1,440	New	+$47.6K	﹤0.01%	1691
2024 Q2	–	Sell	-55	Closed	-$1.83K	–	3938
2024 Q1	$1.83K	Hold	55	–	–	﹤0.01%	2521
2023 Q4	$1.74K	Hold	55	–	–	﹤0.01%	2489
2023 Q3	$1.69K	Hold	55	–	–	﹤0.01%	1919
2023 Q2	$1.78K	Hold	55	–	–	﹤0.01%	1789
2023 Q1	$1.71K	Hold	55	–	–	﹤0.01%	1694
2022 Q4	$1.65K	Buy	+55	New	+$1.68K	﹤0.01%	1515

Other funds holding WTPI

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

CSPIA

Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

RCP

Roan Capital Partners Johnson City, Tennessee $121M AUM

WCFP

White & Co Financial Planning Sunnyside, Washington $161M AUM 18.51% 1-Year Est. Return

Farther Finance Advisors's WTPI Position: Q2 2026 in Review

Farther Finance Advisors held its WisdomTree Equity Premium Income Fund (WTPI) position steady in Q2 2026 at 1,198 shares worth $39.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3441.

Farther Finance Advisors first reported a position in WTPI in Q4 2022 and has held it in 14 quarters since. The position peaked at $47.7K in Q3 2024. 8 funds tracked by Wall St. Rank hold WTPI as of Q2 2026.

Farther Finance Advisors held 1,198 shares of WisdomTree Equity Premium Income Fund worth $39.3K as of Q2 2026.
Farther Finance Advisors left its WisdomTree Equity Premium Income Fund share count unchanged in Q2 2026.
WisdomTree Equity Premium Income Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3441 holding.
Farther Finance Advisors first reported a position in WisdomTree Equity Premium Income Fund in Q4 2022 and has held it in 14 quarters since.
Farther Finance Advisors's WisdomTree Equity Premium Income Fund position peaked at $47.7K in Q3 2024.
8 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.