Klingman & Associates’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Klingman & Associates’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
2025 Q4	–	Sell	-11,935	Closed	-$397K	–	342
2025 Q3	$397K	Hold	11,935	–	–	0.02%	219
2025 Q2	$382K	Hold	11,935	–	–	0.02%	208
2025 Q1	$372K	Hold	11,935	–	–	0.02%	193
2024 Q4	$393K	Sell	11,935 -1,500	-11%	-$50.5K	0.02%	180
2024 Q3	$445K	Hold	13,435	–	–	0.03%	169
2024 Q2	$448K	Hold	13,435	–	–	0.03%	148
2024 Q1	$447K	Hold	13,435	–	–	0.03%	153
2023 Q4	$426K	Hold	13,435	–	–	0.03%	147
2023 Q3	$413K	Hold	13,435	–	–	0.03%	147
2023 Q2	$435K	Hold	13,435	–	–	0.04%	140
2023 Q1	$417K	Hold	13,435	–	–	0.04%	134
2022 Q4	$403K	Hold	13,435	–	–	0.04%	136
2022 Q3	$401K	Hold	13,435	–	–	0.04%	123
2022 Q2	$429K	Sell	13,435 -1,250	-9%	-$41.7K	0.04%	120
2022 Q1	$516K	Hold	14,685	–	–	0.04%	117
2021 Q4	$507K	Hold	14,685	–	–	0.04%	104
2021 Q3	$478K	Hold	14,685	–	–	0.04%	100
2021 Q2	$466K	Sell	14,685 -1,631	-10%	-$50.3K	0.04%	101
2021 Q1	$493K	Buy	+16,316	New	+$477K	0.05%	94

Other funds holding WTPI

LPL Financial San Diego, California $377B AUM 19.32% 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

GBWM

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

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 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

CFS

Compass Financial Services West Des Moines, Iowa $231M AUM 11.35% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Klingman & Associates's WTPI Position: Q4 2025 in Review

Klingman & Associates sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q4 2025, closing a stake of 11,935 shares — an estimated $397K sold.

Klingman & Associates first reported a position in WTPI in Q1 2021 and held it in 19 quarters. The position peaked at $516K in Q1 2022. 84 funds tracked by Wall St. Rank hold WTPI as of Q4 2025.

Klingman & Associates reported no remaining WisdomTree Equity Premium Income Fund position as of Q4 2025 after selling out during the quarter.
Klingman & Associates sold 11,935 WisdomTree Equity Premium Income Fund shares in Q4 2025, an estimated $397K.
Klingman & Associates first reported a position in WisdomTree Equity Premium Income Fund in Q1 2021 and held it in 19 quarters.
Klingman & Associates's WisdomTree Equity Premium Income Fund position peaked at $516K in Q1 2022.
84 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q4 2025.

Based on Klingman & Associates's 13F filing for Q4 2025, filed 29 Jan 2026.