Pin Oak Investment Advisors’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Pin Oak Investment 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	$34K	Buy	+1,030	New	+$33.9K	0.02%	254

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

Pin Oak Investment Advisors's WTPI Position: Q2 2026 in Review

Pin Oak Investment Advisors opened a new position in WisdomTree Equity Premium Income Fund (WTPI) in Q2 2026: 1,030 shares worth $34K. The stake represents 0.02% of the portfolio and ranks #254 among its holdings.

85 funds tracked by Wall St. Rank hold WTPI as of Q2 2026.

Pin Oak Investment Advisors held 1,030 shares of WisdomTree Equity Premium Income Fund worth $34K as of Q2 2026.
WisdomTree Equity Premium Income Fund was a new Pin Oak Investment Advisors position in Q2 2026.
WisdomTree Equity Premium Income Fund made up 0.02% of Pin Oak Investment Advisors's portfolio in Q2 2026, its #254 holding.
85 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.