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 Q3	$62.7K	Buy	1,911 +686	+56%	+$22.7K	﹤0.01%	1568
2026 Q2	$40.2K	Buy	1,225 +667	+120%	+$21.9K	﹤0.01%	1541
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 $468B AUM 17.69% 1-Year Est. Return

Granite Bay Wealth Management Portsmouth, New Hampshire $1.06B AUM 18.03% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Cary Street Partners Richmond, Virginia $4.9B AUM 17.71% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.8B AUM 20.98% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Solutions 4 Wealth Southlake, Texas $83.3M AUM 12.76% 1-Year Est. Return

Castle Wealth Management West Palm Beach, Florida $318M AUM 11.99% 1-Year Est. Return

Geneos Wealth Management's WTPI Position: Q3 2026 in Review

Geneos Wealth Management increased its WisdomTree Equity Premium Income Fund (WTPI) stake by 56% in Q3 2026, buying an estimated $22.7K and bringing the position to 1,911 shares worth $62.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1568.

Geneos Wealth Management first reported a position in WTPI in Q3 2018 and has held it in 7 quarters since. 82 funds tracked by Wall St. Rank hold WTPI as of Q3 2026.

Geneos Wealth Management held 1,911 shares of WisdomTree Equity Premium Income Fund worth $62.7K as of Q3 2026.
Geneos Wealth Management bought 686 WisdomTree Equity Premium Income Fund shares in Q3 2026, an estimated $22.7K.
WisdomTree Equity Premium Income Fund made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #1568 holding.
Geneos Wealth Management first reported a position in WisdomTree Equity Premium Income Fund in Q3 2018 and has held it in 7 quarters since.
82 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.