Founders Financial Alliance’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Founders Financial Alliance’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	$45.7K	Hold	1,433	–	–	0.01%	519
2025 Q4	$47.3K	Buy	1,433 +839	+141%	+$28K	0.01%	434
2025 Q3	$19.8K	Buy	594 +150	+34%	+$4.9K	﹤0.01%	565
2025 Q2	$14.2K	Hold	444	–	–	﹤0.01%	444
2025 Q1	$13.8K	Buy	444 +89	+25%	+$2.92K	﹤0.01%	513
2024 Q4	$11.7K	Hold	355	–	–	﹤0.01%	473
2024 Q3	$11.8K	Buy	+355	New	+$11.7K	﹤0.01%	484

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

Founders Financial Alliance's WTPI Position: Q1 2026 in Review

Founders Financial Alliance held its WisdomTree Equity Premium Income Fund (WTPI) position steady in Q1 2026 at 1,433 shares worth $45.7K. The position accounts for 0.01% of the portfolio, ranked #519.

Founders Financial Alliance first reported a position in WTPI in Q3 2024 and has held it in 7 quarters since. The position peaked at $47.3K in Q4 2025. 89 funds tracked by Wall St. Rank hold WTPI as of Q1 2026.

Founders Financial Alliance held 1,433 shares of WisdomTree Equity Premium Income Fund worth $45.7K as of Q1 2026.
Founders Financial Alliance left its WisdomTree Equity Premium Income Fund share count unchanged in Q1 2026.
WisdomTree Equity Premium Income Fund made up 0.01% of Founders Financial Alliance's portfolio in Q1 2026, its #519 holding.
Founders Financial Alliance first reported a position in WisdomTree Equity Premium Income Fund in Q3 2024 and has held it in 7 quarters since.
Founders Financial Alliance's WisdomTree Equity Premium Income Fund position peaked at $47.3K in Q4 2025.
89 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.