HIAL
WTPI

Highland Investment Advisors LLC’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Highland Investment Advisors LLC’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 		$25.7K Buy
+783
New +$25.8K 0.01% 248

Other funds holding WTPI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
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
CFS
Compass Financial Services West Des Moines, Iowa $268M AUM 17.94% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Highland Investment Advisors LLC's WTPI Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in WisdomTree Equity Premium Income Fund (WTPI) in Q2 2026: 783 shares worth $25.7K. The stake represents 0.01% of the portfolio and ranks #248 among its holdings.

67 funds tracked by Wall St. Rank hold WTPI as of Q2 2026.

  • Highland Investment Advisors LLC held 783 shares of WisdomTree Equity Premium Income Fund worth $25.7K as of Q2 2026.
  • WisdomTree Equity Premium Income Fund was a new Highland Investment Advisors LLC position in Q2 2026.
  • WisdomTree Equity Premium Income Fund made up 0.01% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #248 holding.
  • 67 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.