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 Q3	$12.3M	Buy	375,150 +217,816	+138%	+$7.2M	0.04%	493
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 $468B AUM 17.69% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Solutions 4 Wealth Southlake, Texas $83.3M AUM 12.76% 1-Year Est. Return

Compass Financial Services West Des Moines, Iowa $289M AUM 12.43% 1-Year Est. Return

Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

Avestar Capital New York $1.27B AUM 25.49% 1-Year Est. Return

Visionary Wealth Advisors O'fallon, Illinois $2.55B AUM 17.5% 1-Year Est. Return

Kestra Advisory Services's WTPI Position: Q3 2026 in Review

Kestra Advisory Services increased its WisdomTree Equity Premium Income Fund (WTPI) stake by 138% in Q3 2026, buying an estimated $7.2M and bringing the position to 375,150 shares worth $12.3M. The position accounts for 0.04% of the portfolio, ranked #493.

Kestra Advisory Services first reported a position in WTPI in Q4 2020 and has held it in 10 quarters since. 42 funds tracked by Wall St. Rank hold WTPI as of Q3 2026.

Kestra Advisory Services held 375,150 shares of WisdomTree Equity Premium Income Fund worth $12.3M as of Q3 2026.
Kestra Advisory Services bought 217,816 WisdomTree Equity Premium Income Fund shares in Q3 2026, an estimated $7.2M.
WisdomTree Equity Premium Income Fund made up 0.04% of Kestra Advisory Services's portfolio in Q3 2026, its #493 holding.
Kestra Advisory Services first reported a position in WisdomTree Equity Premium Income Fund in Q4 2020 and has held it in 10 quarters since.
42 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.