Raymond James Financial’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Raymond James Financial’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	$7.74M	Buy	242,710 +143,924	+146%	+$4.77M	﹤0.01%	2228
2025 Q4	$3.26M	Sell	98,786 -69,245	-41%	-$2.31M	﹤0.01%	2858
2025 Q3	$5.59M	Sell	168,031 -1,630	-1%	-$53.3K	﹤0.01%	2381
2025 Q2	$5.44M	Buy	169,661 +2,778	+2%	+$86.2K	﹤0.01%	2326
2025 Q1	$5.2M	Buy	166,883 +31,188	+23%	+$1.02M	﹤0.01%	2302
2024 Q4	$4.47M	Buy	+135,695	New	+$4.57M	﹤0.01%	2393

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

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

CFS

Compass Financial Services West Des Moines, Iowa $268M AUM 17.94% 1-Year Est. Return

Raymond James Financial's WTPI Position: Q1 2026 in Review

Raymond James Financial increased its WisdomTree Equity Premium Income Fund (WTPI) stake by 146% in Q1 2026, buying an estimated $4.77M and bringing the position to 242,710 shares worth $7.74M. The position accounts for ﹤0.01% of the portfolio, ranked #2228.

Raymond James Financial first reported a position in WTPI in Q4 2024 and has held it in 6 quarters since. 89 funds tracked by Wall St. Rank hold WTPI as of Q1 2026.

Raymond James Financial held 242,710 shares of WisdomTree Equity Premium Income Fund worth $7.74M as of Q1 2026.
Raymond James Financial bought 143,924 WisdomTree Equity Premium Income Fund shares in Q1 2026, an estimated $4.77M.
WisdomTree Equity Premium Income Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2228 holding.
Raymond James Financial first reported a position in WisdomTree Equity Premium Income Fund in Q4 2024 and has held it in 6 quarters since.
89 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.