Fidelity Investments’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Fidelity Investments’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	$7.34K	Sell	224 -124	-36%	-$4.08K	﹤0.01%	4941
2026 Q1	$11.1K	Buy	348 +312	+867%	+$10.3K	﹤0.01%	4730
2025 Q4	$1.19K	Buy	36 +8	+29%	+$267	﹤0.01%	5078
2025 Q3	$932	Sell	28 -2	-7%	-$65	﹤0.01%	5026
2025 Q2	$961	Sell	30 -1	-3%	-$31	﹤0.01%	4970
2025 Q1	$965	Buy	31 +2	+7%	+$66	﹤0.01%	4959
2024 Q4	$956	Buy	29 +27	+1,350%	+$908	﹤0.01%	4940
2024 Q3	$66	Buy	2 +1	+100%	+$33	﹤0.01%	5138
2024 Q2	$33	Buy	+1	New	+$33	﹤0.01%	5114
2023 Q1	–	Sell	-35	Closed	-$1.05K	–	5575
2022 Q4	$1.05K	Buy	+35	New	+$1.07K	﹤0.01%	4645
2022 Q1	–	Sell	-1	Closed	–	–	5581
2021 Q4	$0	Buy	+1	New	+$34	﹤0.01%	5031
2021 Q1	–	Sell	-1	Closed	–	–	4623
2020 Q4	$0	Buy	+1	New	+$28	﹤0.01%	4348
2019 Q2	–	Sell	-1	Closed	–	–	4249
2019 Q1	$0	Sell	1 -8	-89%	-$211	﹤0.01%	4294
2018 Q4	$0	Buy	+9	New	+$256	﹤0.01%	4255

Other funds holding WTPI

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 New York $1.89T AUM 35.08% 1-Year Est. Return

CSP

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

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 $2.01B 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

PFPG

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

Fidelity Investments's WTPI Position: Q2 2026 in Review

Fidelity Investments reduced its WisdomTree Equity Premium Income Fund (WTPI) stake by 36% in Q2 2026, selling an estimated $4.08K and leaving 224 shares worth $7.34K. The position accounts for ﹤0.01% of the portfolio, ranked #4941.

Fidelity Investments first reported a position in WTPI in Q4 2018 and has held it in 14 quarters since. The position peaked at $11.1K in Q1 2026. 85 funds tracked by Wall St. Rank hold WTPI as of Q2 2026.

Fidelity Investments held 224 shares of WisdomTree Equity Premium Income Fund worth $7.34K as of Q2 2026.
Fidelity Investments sold 124 WisdomTree Equity Premium Income Fund shares in Q2 2026, an estimated $4.08K.
WisdomTree Equity Premium Income Fund made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #4941 holding.
Fidelity Investments first reported a position in WisdomTree Equity Premium Income Fund in Q4 2018 and has held it in 14 quarters since.
Fidelity Investments's WisdomTree Equity Premium Income Fund position peaked at $11.1K in Q1 2026.
85 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.