PWPS
WTPI

Pinnacle Wealth Planning Services’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$645 Hold
20
– – ﹤0.01% 2601
2025
Q4 		$667 Buy
+20
New +$667 ﹤0.01% 2627

Other funds holding WTPI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 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
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
ABWM
Alpine Bank Wealth Management Grand Junction, Colorado $688M AUM 15.3% 1-Year Est. Return

Pinnacle Wealth Planning Services's WTPI Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its WisdomTree Equity Premium Income Fund (WTPI) position steady in Q1 2026 at 20 shares worth $645. The position accounts for ﹤0.01% of the portfolio, ranked #2601.

Pinnacle Wealth Planning Services first reported a position in WTPI in Q4 2025 and has held it in 2 quarters since. The position peaked at $667 in Q4 2025. 89 funds tracked by Wall St. Rank hold WTPI as of Q1 2026.

  • Pinnacle Wealth Planning Services held 20 shares of WisdomTree Equity Premium Income Fund worth $645 as of Q1 2026.
  • Pinnacle Wealth Planning Services left its WisdomTree Equity Premium Income Fund share count unchanged in Q1 2026.
  • WisdomTree Equity Premium Income Fund made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2601 holding.
  • Pinnacle Wealth Planning Services first reported a position in WisdomTree Equity Premium Income Fund in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's WisdomTree Equity Premium Income Fund position peaked at $667 in Q4 2025.
  • 89 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.