PA
WTPI

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

PFG 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
2025
Q4 		– Sell
-33,318
Closed -$1.11M – 875
2025
Q3 		$1.11M Buy
+33,318
New +$1.09M 0.05% 380

Other funds holding WTPI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
S4W
Solutions 4 Wealth Southlake, Texas $66.5M AUM 10.15% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CFS
Compass Financial Services West Des Moines, Iowa $231M AUM 11.35% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

PFG Advisors's WTPI Position: Q4 2025 in Review

PFG Advisors sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q4 2025, closing a stake of 33,318 shares — an estimated $1.11M sold.

PFG Advisors first reported a position in WTPI in Q3 2025 and held it in 1 quarter. The position peaked at $1.11M in Q3 2025. 84 funds tracked by Wall St. Rank hold WTPI as of Q4 2025.

  • PFG Advisors reported no remaining WisdomTree Equity Premium Income Fund position as of Q4 2025 after selling out during the quarter.
  • PFG Advisors sold 33,318 WisdomTree Equity Premium Income Fund shares in Q4 2025, an estimated $1.11M.
  • PFG Advisors first reported a position in WisdomTree Equity Premium Income Fund in Q3 2025 and held it in 1 quarter.
  • PFG Advisors's WisdomTree Equity Premium Income Fund position peaked at $1.11M in Q3 2025.
  • 84 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q4 2025.

Based on PFG Advisors's 13F filing for Q4 2025, filed 27 Jan 2026.