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

NewEdge 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 Q1	$1.5M	Buy	47,141 +5,317	+13%	+$176K	0.01%	1254
2025 Q4	$1.38M	Sell	41,824 -24,688	-37%	-$824K	0.01%	1279
2025 Q3	$2.21M	Buy	66,512 +25,931	+64%	+$847K	0.01%	961
2025 Q2	$1.3M	Buy	+40,581	New	+$1.26M	0.01%	1143
2024 Q4	–	Sell	-23,805	Closed	-$788K	–	4048
2024 Q3	$788K	Buy	+23,805	New	+$787K	0.01%	1215

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 $470M AUM 15.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

S4W

Solutions 4 Wealth Southlake, Texas $77.5M AUM 17.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

ABWM

Alpine Bank Wealth Management Grand Junction, Colorado $779M AUM 19.75% 1-Year Est. Return

NewEdge Advisors's WTPI Position: Q1 2026 in Review

NewEdge Advisors increased its WisdomTree Equity Premium Income Fund (WTPI) stake by 13% in Q1 2026, buying an estimated $176K and bringing the position to 47,141 shares worth $1.5M. The position accounts for 0.01% of the portfolio, ranked #1254.

NewEdge Advisors first reported a position in WTPI in Q3 2024 and has held it in 5 quarters since. The position peaked at $2.21M in Q3 2025. 89 funds tracked by Wall St. Rank hold WTPI as of Q1 2026.

NewEdge Advisors held 47,141 shares of WisdomTree Equity Premium Income Fund worth $1.5M as of Q1 2026.
NewEdge Advisors bought 5,317 WisdomTree Equity Premium Income Fund shares in Q1 2026, an estimated $176K.
WisdomTree Equity Premium Income Fund made up 0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1254 holding.
NewEdge Advisors first reported a position in WisdomTree Equity Premium Income Fund in Q3 2024 and has held it in 5 quarters since.
NewEdge Advisors's WisdomTree Equity Premium Income Fund position peaked at $2.21M in Q3 2025.
89 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.