GWSA
WTPI

Global Wealth Strategies & Associates’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-499
Closed -$15.9K – 528
2026
Q1 		$15.9K Hold
499
– – ﹤0.01% 271
2025
Q4 		$16.5K Hold
499
– – ﹤0.01% 258
2025
Q3 		$16.6K Sell
499
-1,034
-67% -$33.8K ﹤0.01% 239
2025
Q2 		$49.1K Hold
1,533
– – 0.01% 114
2025
Q1 		$47.7K Hold
1,533
– – 0.01% 121
2024
Q4 		$50.5K Hold
1,533
– – 0.02% 111
2024
Q3 		$50.7K Hold
1,533
– – 0.02% 99
2024
Q2 		$51.1K Sell
1,533
-292
-16% -$9.61K 0.02% 85
2024
Q1 		$60.8K Sell
1,825
-36
-2% -$1.17K 0.02% 81
2023
Q4 		$59K Sell
1,861
-178,801
-99% -$5.56M 0.02% 78
2023
Q3 		$5.55M Buy
180,662
+15,130
+9% +$485K 2.59% 11
2023
Q2 		$5.36M Buy
165,532
+8,771
+6% +$278K 2.52% 13
2023
Q1 		$4.87M Buy
156,761
+18,314
+13% +$562K 2.51% 13
2022
Q4 		$4.16M Buy
+138,447
New +$4.22M 2.41% 13

Other funds holding WTPI

CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
RCP
Roan Capital Partners Johnson City, Tennessee $121M AUM
WCFP
White & Co Financial Planning Sunnyside, Washington $161M AUM 18.51% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Global Wealth Strategies & Associates's WTPI Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q2 2026, closing a stake of 499 shares — an estimated $15.9K sold.

Global Wealth Strategies & Associates first reported a position in WTPI in Q4 2022 and held it in 14 quarters. The position peaked at $5.55M in Q3 2023. 8 funds tracked by Wall St. Rank hold WTPI as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining WisdomTree Equity Premium Income Fund position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 499 WisdomTree Equity Premium Income Fund shares in Q2 2026, an estimated $15.9K.
  • Global Wealth Strategies & Associates first reported a position in WisdomTree Equity Premium Income Fund in Q4 2022 and held it in 14 quarters.
  • Global Wealth Strategies & Associates's WisdomTree Equity Premium Income Fund position peaked at $5.55M in Q3 2023.
  • 8 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.