HighTower Advisors
WTPI

HighTower Advisors’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

HighTower Advisors’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
2025
Q2 		– Sell
-9,164
Closed -$285K – 4041
2025
Q1 		$285K Buy
+9,164
New +$300K ﹤0.01% 2904
2024
Q2 		– Sell
-8,982
Closed -$299K – 3962
2024
Q1 		$299K Buy
+8,982
New +$293K ﹤0.01% 2687

Other funds holding WTPI

CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CWM
Castle Wealth Management West Palm Beach, Florida $338M AUM 18.79% 1-Year Est. Return
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $1.09B AUM 22.93% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
S4W
Solutions 4 Wealth Southlake, Texas $77.5M AUM 17.3% 1-Year Est. Return
CFS
Compass Financial Services West Des Moines, Iowa $268M AUM 17.94% 1-Year Est. Return

HighTower Advisors's WTPI Position: Q2 2025 in Review

HighTower Advisors sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q2 2025, closing a stake of 9,164 shares — an estimated $285K sold.

HighTower Advisors first reported a position in WTPI in Q1 2024 and held it in 2 quarters. The position peaked at $299K in Q1 2024. 72 funds tracked by Wall St. Rank hold WTPI as of Q2 2025.

  • HighTower Advisors reported no remaining WisdomTree Equity Premium Income Fund position as of Q2 2025 after selling out during the quarter.
  • HighTower Advisors sold 9,164 WisdomTree Equity Premium Income Fund shares in Q2 2025, an estimated $285K.
  • HighTower Advisors first reported a position in WisdomTree Equity Premium Income Fund in Q1 2024 and held it in 2 quarters.
  • HighTower Advisors's WisdomTree Equity Premium Income Fund position peaked at $299K in Q1 2024.
  • 72 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2025.

Based on HighTower Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.