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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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