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 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 $377B AUM 19.32% 1-Year Est. Return

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $309M AUM 16.93% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

S4W

Solutions 4 Wealth Southlake, Texas $66.5M AUM 10.15% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

ABWM

Alpine Bank Wealth Management Grand Junction, Colorado $688M AUM 15.3% 1-Year Est. Return

Kestra Advisory Services's WTPI Position: Q1 2026 in Review

Kestra Advisory Services increased its WisdomTree Equity Premium Income Fund (WTPI) stake by 546% in Q1 2026, buying an estimated $3.93M and bringing the position to 140,084 shares worth $4.47M. The position accounts for 0.02% of the portfolio, ranked #859.

Kestra Advisory Services first reported a position in WTPI in Q4 2020 and has held it in 8 quarters since. 89 funds tracked by Wall St. Rank hold WTPI as of Q1 2026.

Kestra Advisory Services held 140,084 shares of WisdomTree Equity Premium Income Fund worth $4.47M as of Q1 2026.
Kestra Advisory Services bought 118,387 WisdomTree Equity Premium Income Fund shares in Q1 2026, an estimated $3.93M.
WisdomTree Equity Premium Income Fund made up 0.02% of Kestra Advisory Services's portfolio in Q1 2026, its #859 holding.
Kestra Advisory Services first reported a position in WisdomTree Equity Premium Income Fund in Q4 2020 and has held it in 8 quarters since.
89 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.