Keating Financial Advisory Services’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Keating Financial Advisory Services’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 Q1	–	Sell	-6,643	Closed	-$219K	–	2681
2025 Q4	$219K	Buy	+6,643	New	+$222K	0.03%	351

Other funds holding WTPI

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GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $1.09B AUM 22.93% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

ABWM

Alpine Bank Wealth Management Grand Junction, Colorado $779M AUM 19.75% 1-Year Est. Return

Keating Financial Advisory Services's WTPI Position: Q1 2026 in Review

Keating Financial Advisory Services sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q1 2026, closing a stake of 6,643 shares — an estimated $219K sold.

Keating Financial Advisory Services first reported a position in WTPI in Q4 2025 and held it in 1 quarter. The position peaked at $219K in Q4 2025. 90 funds tracked by Wall St. Rank hold WTPI as of Q1 2026.

Keating Financial Advisory Services reported no remaining WisdomTree Equity Premium Income Fund position as of Q1 2026 after selling out during the quarter.
Keating Financial Advisory Services sold 6,643 WisdomTree Equity Premium Income Fund shares in Q1 2026, an estimated $219K.
Keating Financial Advisory Services first reported a position in WisdomTree Equity Premium Income Fund in Q4 2025 and held it in 1 quarter.
Keating Financial Advisory Services's WisdomTree Equity Premium Income Fund position peaked at $219K in Q4 2025.
90 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q1 2026.

Based on Keating Financial Advisory Services's 13F filing for Q1 2026, filed 15 May 2026.