Kovack Advisors’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Kovack Advisors’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	$646K	Sell	19,669 -427	-2%	-$14K	0.03%	537
2026 Q1	$641K	Buy	20,096 +1,210	+6%	+$40.1K	0.03%	514
2025 Q4	$624K	Buy	18,886 +8,730	+86%	+$291K	0.03%	518
2025 Q3	$338K	Buy	10,156 +1,324	+15%	+$43.3K	0.03%	431
2025 Q2	$283K	Buy	8,832 +1,349	+18%	+$41.9K	0.03%	481
2025 Q1	$233K	Buy	+7,483	New	+$245K	0.02%	491

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

Kovack Advisors's WTPI Position: Q2 2026 in Review

Kovack Advisors reduced its WisdomTree Equity Premium Income Fund (WTPI) stake by 2.1% in Q2 2026, selling an estimated $14K and leaving 19,669 shares worth $646K. The position accounts for 0.03% of the portfolio, ranked #537.

Kovack Advisors first reported a position in WTPI in Q1 2025 and has held it in 6 quarters since. 85 funds tracked by Wall St. Rank hold WTPI as of Q2 2026.

Kovack Advisors held 19,669 shares of WisdomTree Equity Premium Income Fund worth $646K as of Q2 2026.
Kovack Advisors sold 427 WisdomTree Equity Premium Income Fund shares in Q2 2026, an estimated $14K.
WisdomTree Equity Premium Income Fund made up 0.03% of Kovack Advisors's portfolio in Q2 2026, its #537 holding.
Kovack Advisors first reported a position in WisdomTree Equity Premium Income Fund in Q1 2025 and has held it in 6 quarters since.
85 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.