PFPG
WTPI

Pinnacle Financial Partners (Georgia)’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Pinnacle Financial Partners (Georgia)’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 		$6.63M Buy
+202,105
New +$6.65M 0.05% 279

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Morgan Stanley
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CSP
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Raymond James Financial
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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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CFS
Compass Financial Services West Des Moines, Iowa $268M AUM 17.94% 1-Year Est. Return

Pinnacle Financial Partners (Georgia)'s WTPI Position: Q2 2026 in Review

Pinnacle Financial Partners (Georgia) opened a new position in WisdomTree Equity Premium Income Fund (WTPI) in Q2 2026: 202,105 shares worth $6.63M. The stake represents 0.05% of the portfolio and ranks #279 among its holdings.

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

  • Pinnacle Financial Partners (Georgia) held 202,105 shares of WisdomTree Equity Premium Income Fund worth $6.63M as of Q2 2026.
  • WisdomTree Equity Premium Income Fund was a new Pinnacle Financial Partners (Georgia) position in Q2 2026.
  • WisdomTree Equity Premium Income Fund made up 0.05% of Pinnacle Financial Partners (Georgia)'s portfolio in Q2 2026, its #279 holding.
  • 82 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2026.

Based on Pinnacle Financial Partners (Georgia)'s 13F filing for Q2 2026, filed 14 Aug 2026.