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

Operose 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 		– Sell
-328
Closed -$10.5K – 698
2026
Q1 		$10.5K Buy
+328
New +$10.9K ﹤0.01% 406

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

Operose Advisors's WTPI Position: Q2 2026 in Review

Operose Advisors sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q2 2026, closing a stake of 328 shares — an estimated $10.5K sold.

Operose Advisors first reported a position in WTPI in Q1 2026 and held it in 1 quarter. The position peaked at $10.5K in Q1 2026. 86 funds tracked by Wall St. Rank hold WTPI as of Q2 2026.

  • Operose Advisors reported no remaining WisdomTree Equity Premium Income Fund position as of Q2 2026 after selling out during the quarter.
  • Operose Advisors sold 328 WisdomTree Equity Premium Income Fund shares in Q2 2026, an estimated $10.5K.
  • Operose Advisors first reported a position in WisdomTree Equity Premium Income Fund in Q1 2026 and held it in 1 quarter.
  • Operose Advisors's WisdomTree Equity Premium Income Fund position peaked at $10.5K in Q1 2026.
  • 86 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2026.

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