HI
WTPI

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
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
LPL Financial San Diego, California $445B AUM 25.58% 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 $338M AUM 18.79% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 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 $77.5M AUM 17.3% 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 $779M AUM 19.75% 1-Year Est. Return

Harbour Investments's WTPI Position: Q1 2026 in Review

Harbour Investments opened a new position in WisdomTree Equity Premium Income Fund (WTPI) in Q1 2026: 21,633 shares worth $690K. The stake represents 0.01% of the portfolio and ranks #907 among its holdings. This is a return to the name: Harbour Investments previously reported a position in WTPI as recently as Q1 2025.

Harbour Investments first reported a position in WTPI in Q1 2021 and has held it in 11 quarters since. 89 funds tracked by Wall St. Rank hold WTPI as of Q1 2026.

  • Harbour Investments held 21,633 shares of WisdomTree Equity Premium Income Fund worth $690K as of Q1 2026.
  • WisdomTree Equity Premium Income Fund was a new Harbour Investments position in Q1 2026.
  • WisdomTree Equity Premium Income Fund made up 0.01% of Harbour Investments's portfolio in Q1 2026, its #907 holding.
  • Harbour Investments first reported a position in WisdomTree Equity Premium Income Fund in Q1 2021 and has held it in 11 quarters since.
  • 89 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.