Federation des caisses Desjardins du Quebec’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Federation des caisses Desjardins du Quebec’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 Q1	$21.1K	Hold	661	–	–	﹤0.01%	2093
2025 Q4	$21.8K	Hold	661	–	–	﹤0.01%	2035
2025 Q3	$22K	Hold	661	–	–	﹤0.01%	2022
2025 Q2	$21.2K	Hold	661	–	–	﹤0.01%	1797
2025 Q1	$20.6K	Hold	661	–	–	﹤0.01%	1723
2024 Q4	$21.8K	Hold	661	–	–	﹤0.01%	1655
2024 Q3	$21.9K	Hold	661	–	–	﹤0.01%	1640
2024 Q2	$22.1K	Hold	661	–	–	﹤0.01%	1591
2024 Q1	$22K	Hold	661	–	–	﹤0.01%	1613
2023 Q4	$21K	Hold	661	–	–	﹤0.01%	1563
2023 Q3	$20.3K	Hold	661	–	–	﹤0.01%	1568
2023 Q2	$21.4K	Hold	661	–	–	﹤0.01%	1558
2023 Q1	$20.5K	Hold	661	–	–	﹤0.01%	1564
2022 Q4	$19.9K	Hold	661	–	–	﹤0.01%	1678
2022 Q3	$19.7K	Hold	661	–	–	﹤0.01%	1738
2022 Q2	$21.1K	Hold	661	–	–	﹤0.01%	1735
2022 Q1	$23.2K	Sell	661 -630	-49%	-$21.4K	﹤0.01%	1782
2021 Q4	$44.6K	Hold	1,291	–	–	﹤0.01%	1629
2021 Q3	$42K	Sell	1,291 -2,034	-61%	-$66K	﹤0.01%	1654
2021 Q2	$106K	Hold	3,325	–	–	﹤0.01%	1400
2021 Q1	$100K	Hold	3,325	–	–	﹤0.01%	1343
2020 Q4	$94.9K	Hold	3,325	–	–	﹤0.01%	1306
2020 Q3	$89K	Hold	3,325	–	–	﹤0.01%	1088
2020 Q2	$83.3K	Hold	3,325	–	–	﹤0.01%	1084
2020 Q1	$74.8K	Sell	3,325 -5,009	-60%	-$134K	﹤0.01%	1127
2019 Q4	$237K	Buy	8,334 +450	+6%	+$12.7K	﹤0.01%	1002
2019 Q3	$218K	Sell	7,884 -300	-4%	-$8.29K	﹤0.01%	1031
2019 Q2	$225K	Hold	8,184	–	–	﹤0.01%	1036
2019 Q1	$220K	Sell	8,184 -1,000	-11%	-$26.4K	﹤0.01%	949
2018 Q4	$234K	Buy	9,184 +246	+3%	+$7K	﹤0.01%	935
2018 Q3	$274K	Buy	8,938 +825	+10%	+$25K	﹤0.01%	951
2018 Q2	$239K	Buy	8,113 +157	+2%	+$4.57K	﹤0.01%	999
2018 Q1	$225K	Hold	7,956	–	–	﹤0.01%	979
2017 Q4	$231K	Buy	7,956 +2,292	+40%	+$67.7K	﹤0.01%	1004
2017 Q3	$167K	Buy	5,664 +4,889	+631%	+$143K	﹤0.01%	1042
2017 Q2	$22.5K	Hold	775	–	–	﹤0.01%	1559
2017 Q1	$22K	Buy	+775	New	+$21.7K	﹤0.01%	1281

Other funds holding WTPI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $309M AUM 16.93% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

S4W

Solutions 4 Wealth Southlake, Texas $66.5M AUM 10.15% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

ABWM

Alpine Bank Wealth Management Grand Junction, Colorado $688M AUM 15.3% 1-Year Est. Return

Federation des caisses Desjardins du Quebec's WTPI Position: Q1 2026 in Review

Federation des caisses Desjardins du Quebec held its WisdomTree Equity Premium Income Fund (WTPI) position steady in Q1 2026 at 661 shares worth $21.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2093.

Federation des caisses Desjardins du Quebec first reported a position in WTPI in Q1 2017 and has held it in 37 quarters since. The position peaked at $274K in Q3 2018. 89 funds tracked by Wall St. Rank hold WTPI as of Q1 2026.

Federation des caisses Desjardins du Quebec held 661 shares of WisdomTree Equity Premium Income Fund worth $21.1K as of Q1 2026.
Federation des caisses Desjardins du Quebec left its WisdomTree Equity Premium Income Fund share count unchanged in Q1 2026.
WisdomTree Equity Premium Income Fund made up ﹤0.01% of Federation des caisses Desjardins du Quebec's portfolio in Q1 2026, its #2093 holding.
Federation des caisses Desjardins du Quebec first reported a position in WisdomTree Equity Premium Income Fund in Q1 2017 and has held it in 37 quarters since.
Federation des caisses Desjardins du Quebec's WisdomTree Equity Premium Income Fund position peaked at $274K in Q3 2018.
89 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q1 2026.

Based on Federation des caisses Desjardins du Quebec's 13F filing for Q1 2026, filed 14 May 2026.