HWM
WTPI

HB Wealth Management’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

HB 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 		– Sell
-8,259
Closed -$264K – 1798
2026
Q1 		$264K Buy
8,259
+65
+0.8% +$2.16K ﹤0.01% 1301
2025
Q4 		$271K Sell
8,194
-2,955
-27% -$98.6K ﹤0.01% 1192
2025
Q3 		$371K Buy
11,149
+4,018
+56% +$131K ﹤0.01% 981
2025
Q2 		$229K Sell
7,131
-4,106
-37% -$127K ﹤0.01% 1056
2025
Q1 		$350K Sell
11,237
-1,133
-9% -$37.1K ﹤0.01% 903
2024
Q4 		$408K Sell
12,370
-1,208
-9% -$40.6K ﹤0.01% 693
2024
Q3 		$449K Sell
13,578
-1,646
-11% -$54.4K ﹤0.01% 619
2024
Q2 		$508K Sell
15,224
-1,393
-8% -$45.8K 0.01% 545
2024
Q1 		$553K Sell
16,617
-1,858
-10% -$60.5K 0.01% 470
2023
Q4 		$586K Buy
18,475
+46
+0.2% +$1.43K 0.01% 417
2023
Q3 		$566K Sell
18,429
-14,291
-44% -$458K 0.01% 403
2023
Q2 		$1.06M Sell
32,720
-22,239
-40% -$704K 0.02% 289
2023
Q1 		$1.71M Sell
54,959
-35,752
-39% -$1.1M 0.03% 216
2022
Q4 		$2.72M Buy
90,711
+25,520
+39% +$779K 0.05% 164
2022
Q3 		$1.94M Buy
65,191
+19,354
+42% +$623K 0.04% 180
2022
Q2 		$1.47M Hold
45,837
– – 0.03% 208
2022
Q1 		$1.61M Hold
45,837
– – 0.03% 209
2021
Q4 		$1.58M Buy
+45,837
New +$1.55M 0.03% 181

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 $1.09B AUM 22.93% 1-Year Est. Return
Morgan Stanley
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
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

HB Wealth Management's WTPI Position: Q2 2026 in Review

HB Wealth Management sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q2 2026, closing a stake of 8,259 shares — an estimated $264K sold.

HB Wealth Management first reported a position in WTPI in Q4 2021 and held it in 18 quarters. The position peaked at $2.72M in Q4 2022. 85 funds tracked by Wall St. Rank hold WTPI as of Q2 2026.

  • HB Wealth Management reported no remaining WisdomTree Equity Premium Income Fund position as of Q2 2026 after selling out during the quarter.
  • HB Wealth Management sold 8,259 WisdomTree Equity Premium Income Fund shares in Q2 2026, an estimated $264K.
  • HB Wealth Management first reported a position in WisdomTree Equity Premium Income Fund in Q4 2021 and held it in 18 quarters.
  • HB Wealth Management's WisdomTree Equity Premium Income Fund position peaked at $2.72M in Q4 2022.
  • 85 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.