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

Pineridge 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 Q3	$239K	Sell	7,174 -8,249	-53%	-$270K	0.07%	47
2025 Q2	$494K	Buy	15,423 +1,588	+11%	+$49.3K	0.18%	25
2025 Q1	$431K	Buy	13,835 +760	+6%	+$24.9K	0.17%	25
2024 Q4	$431K	Sell	13,075 -3	-0%	-$101	0.16%	31
2024 Q3	$433K	Buy	13,078 +1,704	+15%	+$56.3K	0.16%	40
2024 Q2	$379K	Buy	11,374 +679	+6%	+$22.3K	0.13%	45
2024 Q1	$356K	Buy	10,695 +922	+9%	+$30K	0.13%	40
2023 Q4	$310K	Buy	+9,773	New	+$304K	0.1%	50

Other funds holding WTPI

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

CFS

Compass Financial Services West Des Moines, Iowa $231M AUM 11.35% 1-Year Est. Return

Pineridge Advisors's WTPI Position: Q3 2025 in Review

Pineridge Advisors reduced its WisdomTree Equity Premium Income Fund (WTPI) stake by 53% in Q3 2025, selling an estimated $270K and leaving 7,174 shares worth $239K. The position accounts for 0.07% of the portfolio, ranked #47.

Pineridge Advisors first reported a position in WTPI in Q4 2023 and has held it in 8 quarters since. The position peaked at $494K in Q2 2025. 71 funds tracked by Wall St. Rank hold WTPI as of Q3 2025.

Pineridge Advisors held 7,174 shares of WisdomTree Equity Premium Income Fund worth $239K as of Q3 2025.
Pineridge Advisors sold 8,249 WisdomTree Equity Premium Income Fund shares in Q3 2025, an estimated $270K.
WisdomTree Equity Premium Income Fund made up 0.07% of Pineridge Advisors's portfolio in Q3 2025, its #47 holding.
Pineridge Advisors first reported a position in WisdomTree Equity Premium Income Fund in Q4 2023 and has held it in 8 quarters since.
Pineridge Advisors's WisdomTree Equity Premium Income Fund position peaked at $494K in Q2 2025.
71 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.