Harbour Investments’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Harbour Investments’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	$734K	Buy	22,377 +744	+3%	+$24.5K	0.01%	945
2026 Q1	$690K	Buy	+21,633	New	+$718K	0.01%	907
2025 Q2	–	Sell	-10,702	Closed	-$333K	–	3751
2025 Q1	$333K	Buy	10,702 +1,858	+21%	+$60.9K	0.01%	874
2024 Q4	$292K	Buy	8,844 +104	+1%	+$3.5K	0.01%	879
2024 Q3	$289K	Buy	8,740 +2,007	+30%	+$66.3K	0.01%	863
2024 Q2	$225K	Buy	6,733 +1,401	+26%	+$46.1K	0.01%	904
2024 Q1	$178K	Buy	5,332 +2,719	+104%	+$88.6K	0.01%	966
2023 Q4	$82.8K	Buy	+2,613	New	+$81.3K	﹤0.01%	1213
2021 Q4	$10K	Sell	300 -400	-57%	-$13.5K	﹤0.01%	1950
2021 Q3	$23K	Hold	700	–	–	﹤0.01%	2232
2021 Q2	$22K	Buy	700 +300	+75%	+$9.25K	﹤0.01%	2305
2021 Q1	$12K	Buy	+400	New	+$11.7K	﹤0.01%	2520

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

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

Harbour Investments's WTPI Position: Q2 2026 in Review

Harbour Investments increased its WisdomTree Equity Premium Income Fund (WTPI) stake by 3.4% in Q2 2026, buying an estimated $24.5K and bringing the position to 22,377 shares worth $734K. The position accounts for 0.01% of the portfolio, ranked #945.

Harbour Investments first reported a position in WTPI in Q1 2021 and has held it in 12 quarters since. 86 funds tracked by Wall St. Rank hold WTPI as of Q2 2026.

Harbour Investments held 22,377 shares of WisdomTree Equity Premium Income Fund worth $734K as of Q2 2026.
Harbour Investments bought 744 WisdomTree Equity Premium Income Fund shares in Q2 2026, an estimated $24.5K.
WisdomTree Equity Premium Income Fund made up 0.01% of Harbour Investments's portfolio in Q2 2026, its #945 holding.
Harbour Investments first reported a position in WisdomTree Equity Premium Income Fund in Q1 2021 and has held it in 12 quarters since.
86 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.