IAIM
WTPI

International Assets Investment Management’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

International Assets Investment 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 		$49K Buy
1,494
+250
+20% +$8.22K ﹤0.01% 1316
2026
Q1 		$39.7K Buy
1,244
+6
+0.5% +$199 ﹤0.01% 1296
2025
Q4 		$40.9K Buy
+1,238
New +$41.3K ﹤0.01% 1273

Other funds holding WTPI

CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
CFS
Compass Financial Services West Des Moines, Iowa $268M AUM 17.94% 1-Year Est. Return
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AC
Avory & Company Miami, Florida $80M AUM 3.87% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

International Assets Investment Management's WTPI Position: Q2 2026 in Review

International Assets Investment Management increased its WisdomTree Equity Premium Income Fund (WTPI) stake by 20% in Q2 2026, buying an estimated $8.22K and bringing the position to 1,494 shares worth $49K. The position accounts for ﹤0.01% of the portfolio, ranked #1316.

International Assets Investment Management first reported a position in WTPI in Q4 2025 and has held it in 3 quarters since. 17 funds tracked by Wall St. Rank hold WTPI as of Q2 2026.

  • International Assets Investment Management held 1,494 shares of WisdomTree Equity Premium Income Fund worth $49K as of Q2 2026.
  • International Assets Investment Management bought 250 WisdomTree Equity Premium Income Fund shares in Q2 2026, an estimated $8.22K.
  • WisdomTree Equity Premium Income Fund made up ﹤0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1316 holding.
  • International Assets Investment Management first reported a position in WisdomTree Equity Premium Income Fund in Q4 2025 and has held it in 3 quarters since.
  • 17 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.