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 Q2	–	Sell	-5,711	Closed	-$182K	–	4549
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 $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

Northwestern Mutual Wealth Management's WTPI Position: Q2 2026 in Review

Northwestern Mutual Wealth Management sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q2 2026, closing a stake of 5,711 shares — an estimated $182K sold.

Northwestern Mutual Wealth Management first reported a position in WTPI in Q3 2022 and held it in 5 quarters. The position peaked at $182K in Q1 2026. 86 funds tracked by Wall St. Rank hold WTPI as of Q2 2026.

Northwestern Mutual Wealth Management reported no remaining WisdomTree Equity Premium Income Fund position as of Q2 2026 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 5,711 WisdomTree Equity Premium Income Fund shares in Q2 2026, an estimated $182K.
Northwestern Mutual Wealth Management first reported a position in WisdomTree Equity Premium Income Fund in Q3 2022 and held it in 5 quarters.
Northwestern Mutual Wealth Management's WisdomTree Equity Premium Income Fund position peaked at $182K in Q1 2026.
86 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.