MWM
WTPI

Meridian Wealth Management’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Meridian Wealth Management’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 		– Sell
-13,805
Closed -$456K – 827
2025
Q4 		$456K Buy
+13,805
New +$461K 0.02% 520

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S4W
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Meridian Wealth Management's WTPI Position: Q1 2026 in Review

Meridian Wealth Management sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q1 2026, closing a stake of 13,805 shares — an estimated $456K sold.

Meridian Wealth Management first reported a position in WTPI in Q4 2025 and held it in 1 quarter. The position peaked at $456K in Q4 2025. 89 funds tracked by Wall St. Rank hold WTPI as of Q1 2026.

  • Meridian Wealth Management reported no remaining WisdomTree Equity Premium Income Fund position as of Q1 2026 after selling out during the quarter.
  • Meridian Wealth Management sold 13,805 WisdomTree Equity Premium Income Fund shares in Q1 2026, an estimated $456K.
  • Meridian Wealth Management first reported a position in WisdomTree Equity Premium Income Fund in Q4 2025 and held it in 1 quarter.
  • Meridian Wealth Management's WisdomTree Equity Premium Income Fund position peaked at $456K in Q4 2025.
  • 89 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.