Rockefeller Capital Management’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Rockefeller Capital Management’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	–	Sell	-24,568	Closed	-$811K	–	4909
2025 Q4	$811K	Buy	+24,568	New	+$820K	﹤0.01%	1645
2023 Q1	–	Sell	-2,065	Closed	-$62K	–	3969
2022 Q4	$62K	Buy	2,065 +65	+3%	+$1.98K	﹤0.01%	2274
2022 Q3	$59K	Buy	+2,000	New	+$64.4K	﹤0.01%	2263

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

Rockefeller Capital Management's WTPI Position: Q1 2026 in Review

Rockefeller Capital Management sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q1 2026, closing a stake of 24,568 shares — an estimated $811K sold.

Rockefeller Capital Management first reported a position in WTPI in Q3 2022 and held it in 3 quarters. The position peaked at $811K in Q4 2025. 89 funds tracked by Wall St. Rank hold WTPI as of Q1 2026.

Rockefeller Capital Management reported no remaining WisdomTree Equity Premium Income Fund position as of Q1 2026 after selling out during the quarter.
Rockefeller Capital Management sold 24,568 WisdomTree Equity Premium Income Fund shares in Q1 2026, an estimated $811K.
Rockefeller Capital Management first reported a position in WisdomTree Equity Premium Income Fund in Q3 2022 and held it in 3 quarters.
Rockefeller Capital Management's WisdomTree Equity Premium Income Fund position peaked at $811K in Q4 2025.
89 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.