Northwestern Mutual Wealth Management’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Northwestern Mutual Wealth Management’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	$182K	Buy	+5,711	New	+$189K	﹤0.01%	1946
2025 Q3	–	Sell	-222	Closed	-$7.11K	–	4101
2025 Q2	$7.11K	Buy	+222	New	+$6.89K	﹤0.01%	2904
2025 Q1	–	Sell	-750	Closed	-$24.7K	–	4000
2024 Q4	$24.7K	Buy	+750	New	+$25.2K	﹤0.01%	2429
2024 Q3	–	Sell	-4,024	Closed	-$134K	–	3879
2024 Q2	$134K	Buy	+4,024	New	+$132K	﹤0.01%	1715
2022 Q4	–	Sell	-56	Closed	-$2K	–	3496
2022 Q3	$2K	Buy	+56	New	+$1.8K	﹤0.01%	2914

Other funds holding WTPI

LPL Financial San Diego, California $377B AUM 19.32% 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 $688M AUM 15.3% 1-Year Est. Return

Northwestern Mutual Wealth Management's WTPI Position: Q1 2026 in Review

Northwestern Mutual Wealth Management opened a new position in WisdomTree Equity Premium Income Fund (WTPI) in Q1 2026: 5,711 shares worth $182K. The stake represents ﹤0.01% of the portfolio and ranks #1946 among its holdings. This is a return to the name: Northwestern Mutual Wealth Management previously reported a position in WTPI as recently as Q2 2025.

Northwestern Mutual Wealth Management first reported a position in WTPI in Q3 2022 and has held it in 5 quarters since. 89 funds tracked by Wall St. Rank hold WTPI as of Q1 2026.

Northwestern Mutual Wealth Management held 5,711 shares of WisdomTree Equity Premium Income Fund worth $182K as of Q1 2026.
WisdomTree Equity Premium Income Fund was a new Northwestern Mutual Wealth Management position in Q1 2026.
WisdomTree Equity Premium Income Fund made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #1946 holding.
Northwestern Mutual Wealth Management first reported a position in WisdomTree Equity Premium Income Fund in Q3 2022 and has held it in 5 quarters since.
89 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.