Fidelity Investments
WTPI

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
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
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
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
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
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

Fidelity Investments's WTPI Position: Q1 2026 in Review

Fidelity Investments increased its WisdomTree Equity Premium Income Fund (WTPI) stake by 867% in Q1 2026, buying an estimated $10.3K and bringing the position to 348 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4730.

Fidelity Investments first reported a position in WTPI in Q4 2018 and has held it in 13 quarters since. 89 funds tracked by Wall St. Rank hold WTPI as of Q1 2026.

  • Fidelity Investments held 348 shares of WisdomTree Equity Premium Income Fund worth $11.1K as of Q1 2026.
  • Fidelity Investments bought 312 WisdomTree Equity Premium Income Fund shares in Q1 2026, an estimated $10.3K.
  • WisdomTree Equity Premium Income Fund made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #4730 holding.
  • Fidelity Investments first reported a position in WisdomTree Equity Premium Income Fund in Q4 2018 and has held it in 13 quarters since.
  • 89 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.