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 Q1	–	Sell	-39,200	Closed	-$12.9K	–	4097
2024 Q4	$12.9K	Buy	+39,200	New	+$1.32M	﹤0.01%	3571
2021 Q3	–	Sell	-50,000	Closed	-$16K	–	3473
2021 Q2	$16K	Buy	+50,000	New	+$1.54M	﹤0.01%	2968
2020 Q4	–	Sell	-51,300	Closed	-$13K	–	2982
2020 Q3	$13K	Buy	+51,300	New	+$1.34M	﹤0.01%	2404
2020 Q2	–	Sell	-50,000	Closed	-$11K	–	2556
2020 Q1	$11K	Buy	+50,000	New	+$1.34M	﹤0.01%	2115

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 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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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.