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

REAP 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 Q2	$55.6K	Sell	1,697 -610	-26%	-$20.1K	0.01%	284
2026 Q1	$73.6K	Sell	2,307 -307	-12%	-$10.2K	0.01%	240
2025 Q4	$86.3K	Sell	2,614 -136	-5%	-$4.54K	0.02%	226
2025 Q3	$91.5K	Sell	2,750 -109	-4%	-$3.56K	0.02%	195
2025 Q2	$91.6K	Sell	2,859 -449	-14%	-$13.9K	0.02%	192
2025 Q1	$103K	Sell	3,308 -1,307	-28%	-$42.8K	0.03%	153
2024 Q4	$152K	Sell	4,615 -1,067	-19%	-$35.9K	0.04%	127
2024 Q3	$188K	Sell	5,682 -350	-6%	-$11.6K	0.05%	116
2024 Q2	$201K	Sell	6,032 -2,792	-32%	-$91.9K	0.05%	117
2024 Q1	$294K	Sell	8,824 -2,296	-21%	-$74.8K	0.08%	106
2023 Q4	$353K	Buy	+11,120	New	+$346K	0.1%	95

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 $1.09B AUM 22.93% 1-Year Est. Return

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 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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PFPG

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

REAP Financial Group's WTPI Position: Q2 2026 in Review

REAP Financial Group reduced its WisdomTree Equity Premium Income Fund (WTPI) stake by 26% in Q2 2026, selling an estimated $20.1K and leaving 1,697 shares worth $55.6K. The position accounts for 0.01% of the portfolio, ranked #284.

REAP Financial Group first reported a position in WTPI in Q4 2023 and has held it in 11 quarters since. The position peaked at $353K in Q4 2023. 85 funds tracked by Wall St. Rank hold WTPI as of Q2 2026.

REAP Financial Group held 1,697 shares of WisdomTree Equity Premium Income Fund worth $55.6K as of Q2 2026.
REAP Financial Group sold 610 WisdomTree Equity Premium Income Fund shares in Q2 2026, an estimated $20.1K.
WisdomTree Equity Premium Income Fund made up 0.01% of REAP Financial Group's portfolio in Q2 2026, its #284 holding.
REAP Financial Group first reported a position in WisdomTree Equity Premium Income Fund in Q4 2023 and has held it in 11 quarters since.
REAP Financial Group's WisdomTree Equity Premium Income Fund position peaked at $353K in Q4 2023.
85 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2026.

Based on REAP Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.