MML Investors Services
WTPI

MML Investors Services’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

MML Investors 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
Q2 		$639K Sell
19,499
-4,229
-18% -$139K ﹤0.01% 2295
2026
Q1 		$757K Buy
23,728
+9,862
+71% +$327K ﹤0.01% 1951
2025
Q4 		$458K Buy
13,866
+1,423
+11% +$47.5K ﹤0.01% 2323
2025
Q3 		$414K Buy
12,443
+2,567
+26% +$83.9K ﹤0.01% 2293
2025
Q2 		$316K Buy
9,876
+702
+8% +$21.8K ﹤0.01% 2401
2025
Q1 		$286K Buy
+9,174
New +$300K ﹤0.01% 2338
2024
Q1 		– Sell
-21,211
Closed -$672K – 2576
2023
Q4 		$672K Buy
+21,211
New +$660K ﹤0.01% 1581
2020
Q2 		– Sell
-16,938
Closed -$381K – 1575
2020
Q1 		$381K Sell
16,938
-1,435
-8% -$38.3K 0.01% 981
2019
Q4 		$523K Sell
18,373
-135
-0.7% -$3.82K 0.01% 989
2019
Q3 		$511K Buy
18,508
+220
+1% +$6.08K 0.01% 935
2019
Q2 		$504K Buy
18,288
+912
+5% +$24.7K 0.01% 1014
2019
Q1 		$468K Buy
17,376
+997
+6% +$26.3K 0.01% 1038
2018
Q4 		$417K Buy
16,379
+3,210
+24% +$91.4K 0.01% 996
2018
Q3 		$404K Buy
13,169
+604
+5% +$18.3K 0.01% 1113
2018
Q2 		$370K Buy
+12,565
New +$366K 0.01% 982
2018
Q1 		– Sell
-7,179
Closed -$209K – 1474
2017
Q4 		$209K Buy
+7,179
New +$212K ﹤0.01% 1291

Other funds holding WTPI

LPL Financial
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
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
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

MML Investors Services's WTPI Position: Q2 2026 in Review

MML Investors Services reduced its WisdomTree Equity Premium Income Fund (WTPI) stake by 18% in Q2 2026, selling an estimated $139K and leaving 19,499 shares worth $639K. The position accounts for ﹤0.01% of the portfolio, ranked #2295.

MML Investors Services first reported a position in WTPI in Q4 2017 and has held it in 16 quarters since. The position peaked at $757K in Q1 2026. 85 funds tracked by Wall St. Rank hold WTPI as of Q2 2026.

  • MML Investors Services held 19,499 shares of WisdomTree Equity Premium Income Fund worth $639K as of Q2 2026.
  • MML Investors Services sold 4,229 WisdomTree Equity Premium Income Fund shares in Q2 2026, an estimated $139K.
  • WisdomTree Equity Premium Income Fund made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #2295 holding.
  • MML Investors Services first reported a position in WisdomTree Equity Premium Income Fund in Q4 2017 and has held it in 16 quarters since.
  • MML Investors Services's WisdomTree Equity Premium Income Fund position peaked at $757K in Q1 2026.
  • 85 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.