NS
WTPI

NBC Securities’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

NBC Securities’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 		$2.08M Buy
63,321
+12,364
+24% +$407K 0.14% 165
2026
Q1 		$1.63M Buy
+50,957
New +$1.69M 0.12% 180

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

NBC Securities's WTPI Position: Q2 2026 in Review

NBC Securities increased its WisdomTree Equity Premium Income Fund (WTPI) stake by 24% in Q2 2026, buying an estimated $407K and bringing the position to 63,321 shares worth $2.08M. The position accounts for 0.14% of the portfolio, ranked #165.

NBC Securities first reported a position in WTPI in Q1 2026 and has held it in 2 quarters since. 85 funds tracked by Wall St. Rank hold WTPI as of Q2 2026.

  • NBC Securities held 63,321 shares of WisdomTree Equity Premium Income Fund worth $2.08M as of Q2 2026.
  • NBC Securities bought 12,364 WisdomTree Equity Premium Income Fund shares in Q2 2026, an estimated $407K.
  • WisdomTree Equity Premium Income Fund made up 0.14% of NBC Securities's portfolio in Q2 2026, its #165 holding.
  • NBC Securities first reported a position in WisdomTree Equity Premium Income Fund in Q1 2026 and has held it in 2 quarters since.
  • 85 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.