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

Kestra 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 Q2	$5.16M	Buy	157,334 +17,250	+12%	+$568K	0.02%	834
2026 Q1	$4.47M	Buy	140,084 +118,387	+546%	+$3.93M	0.02%	859
2025 Q4	$716K	Buy	21,697 +3,563	+20%	+$119K	﹤0.01%	1893
2025 Q3	$603K	Sell	18,134 -1,653	-8%	-$54K	﹤0.01%	1934
2025 Q2	$634K	Buy	19,787 +8,622	+77%	+$267K	﹤0.01%	1815
2025 Q1	$348K	Buy	11,165 +2,857	+34%	+$93.6K	﹤0.01%	2064
2024 Q4	$274K	Buy	+8,308	New	+$280K	﹤0.01%	2295
2021 Q2	–	Sell	-11,924	Closed	-$360K	–	2039
2021 Q1	$360K	Sell	11,924 -2,584	-18%	-$75.6K	﹤0.01%	1358
2020 Q4	$412K	Buy	+14,508	New	+$402K	﹤0.01%	1310

Other funds holding WTPI

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 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

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

PFPG

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

Kestra Advisory Services's WTPI Position: Q2 2026 in Review

Kestra Advisory Services increased its WisdomTree Equity Premium Income Fund (WTPI) stake by 12% in Q2 2026, buying an estimated $568K and bringing the position to 157,334 shares worth $5.16M. The position accounts for 0.02% of the portfolio, ranked #834.

Kestra Advisory Services first reported a position in WTPI in Q4 2020 and has held it in 9 quarters since. 86 funds tracked by Wall St. Rank hold WTPI as of Q2 2026.

Kestra Advisory Services held 157,334 shares of WisdomTree Equity Premium Income Fund worth $5.16M as of Q2 2026.
Kestra Advisory Services bought 17,250 WisdomTree Equity Premium Income Fund shares in Q2 2026, an estimated $568K.
WisdomTree Equity Premium Income Fund made up 0.02% of Kestra Advisory Services's portfolio in Q2 2026, its #834 holding.
Kestra Advisory Services first reported a position in WisdomTree Equity Premium Income Fund in Q4 2020 and has held it in 9 quarters since.
86 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.