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 Q3	$24.5K	Sell	748 -450	-38%	-$14.9K	﹤0.01%	3987
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

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

FMN

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Farther Finance Advisors's WTPI Position: Q3 2026 in Review

Farther Finance Advisors reduced its WisdomTree Equity Premium Income Fund (WTPI) stake by 38% in Q3 2026, selling an estimated $14.9K and leaving 748 shares worth $24.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3987.

Farther Finance Advisors first reported a position in WTPI in Q4 2022 and has held it in 15 quarters since. The position peaked at $47.7K in Q3 2024. 4 funds tracked by Wall St. Rank hold WTPI as of Q3 2026.

Farther Finance Advisors held 748 shares of WisdomTree Equity Premium Income Fund worth $24.5K as of Q3 2026.
Farther Finance Advisors sold 450 WisdomTree Equity Premium Income Fund shares in Q3 2026, an estimated $14.9K.
WisdomTree Equity Premium Income Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3987 holding.
Farther Finance Advisors first reported a position in WisdomTree Equity Premium Income Fund in Q4 2022 and has held it in 15 quarters since.
Farther Finance Advisors's WisdomTree Equity Premium Income Fund position peaked at $47.7K in Q3 2024.
4 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.