PFG
WTPI

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

Prosperity Financial 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 		$959K Buy
30,051
+5,072
+20% +$168K 0.35% 82
2025
Q4 		$825K Sell
24,979
-877
-3% -$29.3K 0.3% 88
2025
Q3 		$860K Buy
+25,856
New +$845K 0.31% 86

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

Prosperity Financial Group's WTPI Position: Q1 2026 in Review

Prosperity Financial Group increased its WisdomTree Equity Premium Income Fund (WTPI) stake by 20% in Q1 2026, buying an estimated $168K and bringing the position to 30,051 shares worth $959K. The position accounts for 0.35% of the portfolio, ranked #82.

Prosperity Financial Group first reported a position in WTPI in Q3 2025 and has held it in 3 quarters since. 89 funds tracked by Wall St. Rank hold WTPI as of Q1 2026.

  • Prosperity Financial Group held 30,051 shares of WisdomTree Equity Premium Income Fund worth $959K as of Q1 2026.
  • Prosperity Financial Group bought 5,072 WisdomTree Equity Premium Income Fund shares in Q1 2026, an estimated $168K.
  • WisdomTree Equity Premium Income Fund made up 0.35% of Prosperity Financial Group's portfolio in Q1 2026, its #82 holding.
  • Prosperity Financial Group first reported a position in WisdomTree Equity Premium Income Fund in Q3 2025 and has held it in 3 quarters since.
  • 89 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q1 2026.

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