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

Granite Bay 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	$38.4M	Buy	1,203,749 +938,255	+353%	+$31.1M	8.17%	2
2025 Q4	$8.77M	Buy	265,494 +31,244	+13%	+$1.04M	2.12%	17
2025 Q3	$7.79M	Buy	234,250 +40,485	+21%	+$1.32M	2.03%	19
2025 Q2	$6.21M	Buy	193,765 +20,618	+12%	+$640K	2%	18
2025 Q1	$5.39M	Buy	173,147 +9,683	+6%	+$317K	1.87%	21
2024 Q4	$5.39M	Buy	163,464 +92,953	+132%	+$3.13M	2%	20
2024 Q3	$2.33M	Buy	70,511 +46,721	+196%	+$1.54M	1.31%	18
2024 Q2	$794K	Buy	23,790 +16,067	+208%	+$529K	0.43%	33
2024 Q1	$257K	Sell	7,723 -5,877	-43%	-$191K	0.15%	69
2023 Q4	$431K	Buy	+13,600	New	+$423K	﹤0.01%	256

Other funds holding WTPI

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cary Street Partners Richmond, Virginia $4.04B AUM 18.4% 1-Year Est. Return

Castle Wealth Management West Palm Beach, Florida $309M AUM 16.93% 1-Year Est. Return

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

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

Alpine Bank Wealth Management Grand Junction, Colorado $688M AUM 15.3% 1-Year Est. Return

Compass Financial Services West Des Moines, Iowa $231M AUM 11.35% 1-Year Est. Return