Integrated Wealth Concepts
WTPI icon

Integrated Wealth Concepts’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Integrated Wealth Concepts’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 		$258K Buy
7,856
+14
+0.2% +$461 ﹤0.01% 2071
2026
Q1 		$250K Buy
+7,842
New +$260K ﹤0.01% 1967

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
Cary Street Partners
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
Pinnacle Financial Partners (Georgia)
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

Integrated Wealth Concepts's WTPI Position: Q2 2026 in Review

Integrated Wealth Concepts increased its WisdomTree Equity Premium Income Fund (WTPI) stake by 0.18% in Q2 2026, buying an estimated $461 and bringing the position to 7,856 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #2071.

Integrated Wealth Concepts first reported a position in WTPI in Q1 2026 and has held it in 2 quarters since. 86 funds tracked by Wall St. Rank hold WTPI as of Q2 2026.

  • Integrated Wealth Concepts held 7,856 shares of WisdomTree Equity Premium Income Fund worth $258K as of Q2 2026.
  • Integrated Wealth Concepts bought 14 WisdomTree Equity Premium Income Fund shares in Q2 2026, an estimated $461.
  • WisdomTree Equity Premium Income Fund made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2071 holding.
  • Integrated Wealth Concepts first reported a position in WisdomTree Equity Premium Income Fund in Q1 2026 and has held it in 2 quarters since.
  • 86 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.