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 Q2	$41.3M	Buy	1,259,604 +55,855	+5%	+$1.84M	3.8%	7
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	2.11%	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	Buy	+7,723	New	+$252K	0.15%	69

Other funds holding WTPI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CWM

Castle Wealth Management West Palm Beach, Florida $338M AUM 18.79% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

S4W

Solutions 4 Wealth Southlake, Texas $77.5M AUM 17.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PFPG

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

CFS

Compass Financial Services West Des Moines, Iowa $268M AUM 17.94% 1-Year Est. Return

Granite Bay Wealth Management's WTPI Position: Q2 2026 in Review

Granite Bay Wealth Management increased its WisdomTree Equity Premium Income Fund (WTPI) stake by 4.6% in Q2 2026, buying an estimated $1.84M and bringing the position to 1,259,604 shares worth $41.3M. The position accounts for 3.8% of the portfolio, ranked #7.

Granite Bay Wealth Management first reported a position in WTPI in Q1 2024 and has held it in 10 quarters since. 85 funds tracked by Wall St. Rank hold WTPI as of Q2 2026.

Granite Bay Wealth Management held 1,259,604 shares of WisdomTree Equity Premium Income Fund worth $41.3M as of Q2 2026.
Granite Bay Wealth Management bought 55,855 WisdomTree Equity Premium Income Fund shares in Q2 2026, an estimated $1.84M.
WisdomTree Equity Premium Income Fund made up 3.8% of Granite Bay Wealth Management's portfolio in Q2 2026, its #7 holding.
Granite Bay Wealth Management first reported a position in WisdomTree Equity Premium Income Fund in Q1 2024 and has held it in 10 quarters since.
85 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2026.

Based on Granite Bay Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.