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 Q2	–	Sell	-500	Closed	-$16K	–	637
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $1.09B AUM 22.93% 1-Year Est. Return

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

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 $2.07B AUM 21.2% 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

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

Guardian Wealth Advisors (North Carolina)'s WTPI Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q2 2026, closing a stake of 500 shares — an estimated $16K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in WTPI in Q2 2024 and held it in 6 quarters. The position peaked at $31.4K in Q3 2024. 86 funds tracked by Wall St. Rank hold WTPI as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining WisdomTree Equity Premium Income Fund position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 500 WisdomTree Equity Premium Income Fund shares in Q2 2026, an estimated $16K.
Guardian Wealth Advisors (North Carolina) first reported a position in WisdomTree Equity Premium Income Fund in Q2 2024 and held it in 6 quarters.
Guardian Wealth Advisors (North Carolina)'s WisdomTree Equity Premium Income Fund position peaked at $31.4K in Q3 2024.
86 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.