PAG
WTPI

Private Advisor Group’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Private Advisor 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
Q2 		$804K Buy
24,521
+2,373
+11% +$78.1K ﹤0.01% 1495
2026
Q1 		$707K Buy
22,148
+746
+3% +$24.7K ﹤0.01% 1650
2025
Q4 		$707K Buy
21,402
+516
+2% +$17.2K ﹤0.01% 1619
2025
Q3 		$695K Buy
20,886
+229
+1% +$7.48K ﹤0.01% 1591
2025
Q2 		$662K Buy
20,657
+1,856
+10% +$57.6K ﹤0.01% 1533
2025
Q1 		$585K Buy
18,801
+2,697
+17% +$88.3K ﹤0.01% 1524
2024
Q4 		$531K Buy
16,104
+2,325
+17% +$78.2K ﹤0.01% 1538
2024
Q3 		$456K Sell
13,779
-1,625
-11% -$53.7K ﹤0.01% 1668
2024
Q2 		$514K Buy
15,404
+496
+3% +$16.3K ﹤0.01% 1544
2024
Q1 		$496K Sell
14,908
-12,151
-45% -$396K ﹤0.01% 1525
2023
Q4 		$858K Buy
27,059
+3,443
+15% +$107K 0.01% 1196
2023
Q3 		$725K Buy
23,616
+2,967
+14% +$95.2K 0.01% 1207
2023
Q2 		$673K Buy
20,649
+2,994
+17% +$94.7K 0.01% 1234
2023
Q1 		$548K Buy
+17,655
New +$542K 0.01% 1284
2020
Q3 		– Sell
-2,142
Closed -$54K – 3511
2020
Q2 		$54K Buy
+2,142
New +$51.5K ﹤0.01% 2065

Other funds holding WTPI

LPL Financial
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
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
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

Private Advisor Group's WTPI Position: Q2 2026 in Review

Private Advisor Group increased its WisdomTree Equity Premium Income Fund (WTPI) stake by 11% in Q2 2026, buying an estimated $78.1K and bringing the position to 24,521 shares worth $804K. The position accounts for ﹤0.01% of the portfolio, ranked #1495.

Private Advisor Group first reported a position in WTPI in Q2 2020 and has held it in 15 quarters since. The position peaked at $858K in Q4 2023. 85 funds tracked by Wall St. Rank hold WTPI as of Q2 2026.

  • Private Advisor Group held 24,521 shares of WisdomTree Equity Premium Income Fund worth $804K as of Q2 2026.
  • Private Advisor Group bought 2,373 WisdomTree Equity Premium Income Fund shares in Q2 2026, an estimated $78.1K.
  • WisdomTree Equity Premium Income Fund made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #1495 holding.
  • Private Advisor Group first reported a position in WisdomTree Equity Premium Income Fund in Q2 2020 and has held it in 15 quarters since.
  • Private Advisor Group's WisdomTree Equity Premium Income Fund position peaked at $858K in Q4 2023.
  • 85 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.