Geneos Wealth Management’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Geneos Wealth Management’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	$17.8K	Buy	558 +10	+2%	+$332	﹤0.01%	1815
2025 Q4	$18.1K	Buy	548 +24	+5%	+$801	﹤0.01%	1770
2025 Q3	$17.4K	Buy	+524	New	+$17.1K	﹤0.01%	1775
2024 Q2	–	Sell	-350	Closed	-$11.7K	–	2191
2024 Q1	$11.7K	Buy	+350	New	+$11.4K	﹤0.01%	1509
2018 Q4	–	Sell	-249	Closed	-$7K	–	2497
2018 Q3	$7K	Buy	+249	New	+$7.55K	﹤0.01%	1992

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

Geneos Wealth Management's WTPI Position: Q1 2026 in Review

Geneos Wealth Management increased its WisdomTree Equity Premium Income Fund (WTPI) stake by 1.8% in Q1 2026, buying an estimated $332 and bringing the position to 558 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1815.

Geneos Wealth Management first reported a position in WTPI in Q3 2018 and has held it in 5 quarters since. The position peaked at $18.1K in Q4 2025. 89 funds tracked by Wall St. Rank hold WTPI as of Q1 2026.

Geneos Wealth Management held 558 shares of WisdomTree Equity Premium Income Fund worth $17.8K as of Q1 2026.
Geneos Wealth Management bought 10 WisdomTree Equity Premium Income Fund shares in Q1 2026, an estimated $332.
WisdomTree Equity Premium Income Fund made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1815 holding.
Geneos Wealth Management first reported a position in WisdomTree Equity Premium Income Fund in Q3 2018 and has held it in 5 quarters since.
Geneos Wealth Management's WisdomTree Equity Premium Income Fund position peaked at $18.1K in Q4 2025.
89 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.