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 Q2	$1.33M	Sell	40,600 -6,541	-14%	-$215K	﹤0.01%	1475
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 $1.09B AUM 22.93% 1-Year Est. Return

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 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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PFPG

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

NewEdge Advisors's WTPI Position: Q2 2026 in Review

NewEdge Advisors reduced its WisdomTree Equity Premium Income Fund (WTPI) stake by 14% in Q2 2026, selling an estimated $215K and leaving 40,600 shares worth $1.33M. The position accounts for ﹤0.01% of the portfolio, ranked #1475.

NewEdge Advisors first reported a position in WTPI in Q3 2024 and has held it in 6 quarters since. The position peaked at $2.21M in Q3 2025. 86 funds tracked by Wall St. Rank hold WTPI as of Q2 2026.

NewEdge Advisors held 40,600 shares of WisdomTree Equity Premium Income Fund worth $1.33M as of Q2 2026.
NewEdge Advisors sold 6,541 WisdomTree Equity Premium Income Fund shares in Q2 2026, an estimated $215K.
WisdomTree Equity Premium Income Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1475 holding.
NewEdge Advisors first reported a position in WisdomTree Equity Premium Income Fund in Q3 2024 and has held it in 6 quarters since.
NewEdge Advisors's WisdomTree Equity Premium Income Fund position peaked at $2.21M in Q3 2025.
86 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.