PNC Financial Services Group’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

PNC Financial Services Group’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	–	Sell	-214	Closed	-$7.07K	–	5344
2025 Q4	$7.07K	Buy	+214	New	+$7.14K	﹤0.01%	4093
2025 Q2	–	Sell	-578	Closed	-$18K	–	5109
2025 Q1	$18K	Buy	+578	New	+$18.9K	﹤0.01%	3592
2024 Q3	–	Sell	-1,434	Closed	-$47.8K	–	4941
2024 Q2	$47.8K	Buy	+1,434	New	+$47.2K	﹤0.01%	3055
2019 Q4	–	Sell	-477	Closed	-$13K	–	4131
2019 Q3	$13K	Buy	+477	New	+$13.2K	﹤0.01%	3487

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 $470M AUM 15.4% 1-Year Est. Return

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 $338M AUM 18.79% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

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

S4W

Solutions 4 Wealth Southlake, Texas $77.5M AUM 17.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

ABWM

Alpine Bank Wealth Management Grand Junction, Colorado $779M AUM 19.75% 1-Year Est. Return

PNC Financial Services Group's WTPI Position: Q1 2026 in Review

PNC Financial Services Group sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q1 2026, closing a stake of 214 shares — an estimated $7.07K sold.

PNC Financial Services Group first reported a position in WTPI in Q3 2019 and held it in 4 quarters. The position peaked at $47.8K in Q2 2024. 89 funds tracked by Wall St. Rank hold WTPI as of Q1 2026.

PNC Financial Services Group reported no remaining WisdomTree Equity Premium Income Fund position as of Q1 2026 after selling out during the quarter.
PNC Financial Services Group sold 214 WisdomTree Equity Premium Income Fund shares in Q1 2026, an estimated $7.07K.
PNC Financial Services Group first reported a position in WisdomTree Equity Premium Income Fund in Q3 2019 and held it in 4 quarters.
PNC Financial Services Group's WisdomTree Equity Premium Income Fund position peaked at $47.8K in Q2 2024.
89 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q1 2026.

Based on PNC Financial Services Group's 13F filing for Q1 2026, filed 8 May 2026.