PFG Advisors
WTPI icon

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
2026
Q3 		$530K Buy
+16,154
New +$534K 0.03% 515
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

WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
Alpine Bank Wealth Management
Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return
WealthPLAN Partners
WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
APW
Aurora Private Wealth Rockaway, New Jersey $159M AUM 18.68% 1-Year Est. Return
Tactive Advisors
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
White & Co Financial Planning
White & Co Financial Planning Sunnyside, Washington $151M AUM 8.16% 1-Year Est. Return
Financial Management Network
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

PFG Advisors's WTPI Position: Q3 2026 in Review

PFG Advisors opened a new position in WisdomTree Equity Premium Income Fund (WTPI) in Q3 2026: 16,154 shares worth $530K. The stake represents 0.03% of the portfolio and ranks #515 among its holdings. This is a return to the name: PFG Advisors previously reported a position in WTPI as recently as Q3 2025.

PFG Advisors first reported a position in WTPI in Q3 2025 and has held it in 2 quarters since. The position peaked at $1.11M in Q3 2025. 12 funds tracked by Wall St. Rank hold WTPI as of Q3 2026.

  • PFG Advisors held 16,154 shares of WisdomTree Equity Premium Income Fund worth $530K as of Q3 2026.
  • WisdomTree Equity Premium Income Fund was a new PFG Advisors position in Q3 2026.
  • WisdomTree Equity Premium Income Fund made up 0.03% of PFG Advisors's portfolio in Q3 2026, its #515 holding.
  • PFG Advisors first reported a position in WisdomTree Equity Premium Income Fund in Q3 2025 and has held it in 2 quarters since.
  • PFG Advisors's WisdomTree Equity Premium Income Fund position peaked at $1.11M in Q3 2025.
  • 12 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q3 2026.

Based on PFG Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.