GWANC
WTPI

Guardian Wealth Advisors (North Carolina)’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$16K Buy
+500
New +$16.6K ﹤0.01% 518
2025
Q3 		– Sell
-500
Closed -$16K – 575
2025
Q2 		$16K Sell
500
-450
-47% -$14K ﹤0.01% 460
2025
Q1 		$29.6K Hold
950
– – ﹤0.01% 416
2024
Q4 		$31.3K Hold
950
– – ﹤0.01% 390
2024
Q3 		$31.4K Buy
950
+450
+90% +$14.9K ﹤0.01% 333
2024
Q2 		$16.7K Buy
+500
New +$16.4K ﹤0.01% 350

Other funds holding WTPI

LPL Financial
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
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
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
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

Guardian Wealth Advisors (North Carolina)'s WTPI Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in WisdomTree Equity Premium Income Fund (WTPI) in Q1 2026: 500 shares worth $16K. The stake represents ﹤0.01% of the portfolio and ranks #518 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in WTPI as recently as Q2 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in WTPI in Q2 2024 and has held it in 6 quarters since. The position peaked at $31.4K in Q3 2024. 89 funds tracked by Wall St. Rank hold WTPI as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 500 shares of WisdomTree Equity Premium Income Fund worth $16K as of Q1 2026.
  • WisdomTree Equity Premium Income Fund was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
  • WisdomTree Equity Premium Income Fund made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #518 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in WisdomTree Equity Premium Income Fund in Q2 2024 and has held it in 6 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s WisdomTree Equity Premium Income Fund position peaked at $31.4K in Q3 2024.
  • 89 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.