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

Opes 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
2021 Q1	–	Sell	-4,170,743	Closed	-$1.18M	–	86
2020 Q4	$1.18M	Buy	4,170,743 +338,071	+9%	+$9.36M	0.57%	33
2020 Q3	$1.03M	Buy	3,832,672 +422,000	+12%	+$11M	0.49%	35
2020 Q2	$854K	Sell	3,410,672 -209,966	-6%	-$5.05M	0.44%	36
2020 Q1	$815K	Sell	3,620,638 -8,497,100	-70%	-$227M	0.61%	30
2019 Q4	$3.45M	Buy	12,117,738 +2,168,938	+22%	+$61.3M	2.12%	19
2019 Q3	$2.75M	Buy	+9,948,800	New	+$275M	1.81%	20
2019 Q2	–	Sell	-93,585	Closed	-$2.52M	–	48
2019 Q1	$2.52M	Buy	+93,585	New	+$2.47M	1.84%	18

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 $309M AUM 16.93% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

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

S4W

Solutions 4 Wealth Southlake, Texas $66.5M AUM 10.15% 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

Opes Wealth Management's WTPI Position: Q1 2026 in Review

Opes Wealth Management increased its WisdomTree Equity Premium Income Fund (WTPI) stake by 2.6% in Q1 2026, buying an estimated $97.9K and bringing the position to 115,731 shares worth $3.69M. The position accounts for 0.61% of the portfolio, ranked #37.

Opes Wealth Management first reported a position in WTPI in Q2 2019 and has held it in 22 quarters since. The position peaked at $3.72M in Q4 2025. 89 funds tracked by Wall St. Rank hold WTPI as of Q1 2026.

Opes Wealth Management held 115,731 shares of WisdomTree Equity Premium Income Fund worth $3.69M as of Q1 2026.
Opes Wealth Management bought 2,951 WisdomTree Equity Premium Income Fund shares in Q1 2026, an estimated $97.9K.
WisdomTree Equity Premium Income Fund made up 0.61% of Opes Wealth Management's portfolio in Q1 2026, its #37 holding.
Opes Wealth Management first reported a position in WisdomTree Equity Premium Income Fund in Q2 2019 and has held it in 22 quarters since.
Opes Wealth Management's WisdomTree Equity Premium Income Fund position peaked at $3.72M in Q4 2025.
89 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.