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 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 $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 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 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 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

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

REAP Financial Group reduced its WisdomTree Equity Premium Income Fund (WTPI) stake by 12% in Q1 2026, selling an estimated $10.2K and leaving 2,307 shares worth $73.6K. The position accounts for 0.01% of the portfolio, ranked #240.

REAP Financial Group first reported a position in WTPI in Q4 2023 and has held it in 10 quarters since. The position peaked at $353K in Q4 2023. 89 funds tracked by Wall St. Rank hold WTPI as of Q1 2026.

REAP Financial Group held 2,307 shares of WisdomTree Equity Premium Income Fund worth $73.6K as of Q1 2026.
REAP Financial Group sold 307 WisdomTree Equity Premium Income Fund shares in Q1 2026, an estimated $10.2K.
WisdomTree Equity Premium Income Fund made up 0.01% of REAP Financial Group's portfolio in Q1 2026, its #240 holding.
REAP Financial Group first reported a position in WisdomTree Equity Premium Income Fund in Q4 2023 and has held it in 10 quarters since.
REAP Financial Group's WisdomTree Equity Premium Income Fund position peaked at $353K in Q4 2023.
89 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q1 2026.

Based on REAP Financial Group's 13F filing for Q1 2026, filed 11 May 2026.