Royal Bank of Canada
WTPI

Royal Bank of Canada’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Royal Bank of Canada’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 		$1.5M Buy
47,173
+565
+1% +$18.7K ﹤0.01% 3307
2025
Q4 		$1.54M Buy
46,608
+13,044
+39% +$435K ﹤0.01% 3322
2025
Q3 		$1.12M Buy
33,564
+13,203
+65% +$431K ﹤0.01% 3902
2025
Q2 		$652K Buy
20,361
+6,269
+44% +$194K ﹤0.01% 4265
2025
Q1 		$439K Sell
14,092
-3,572
-20% -$117K ﹤0.01% 4101
2024
Q4 		$582K Buy
17,664
+11,966
+210% +$403K ﹤0.01% 3960
2024
Q3 		$189K Buy
5,698
+2,748
+93% +$90.8K ﹤0.01% 4864
2024
Q2 		$98K Buy
2,950
+376
+15% +$12.4K ﹤0.01% 5288
2024
Q1 		$86K Sell
2,574
-10,342
-80% -$337K ﹤0.01% 5269
2023
Q4 		$409K Buy
12,916
+10,797
+510% +$336K ﹤0.01% 4442
2023
Q3 		$65K Sell
2,119
-560
-21% -$18K ﹤0.01% 5634
2023
Q2 		$87K Buy
2,679
+302
+13% +$9.55K ﹤0.01% 5444
2023
Q1 		$74K Sell
2,377
-305,251
-99% -$9.37M ﹤0.01% 5394
2022
Q4 		$9.24M Buy
307,628
+306,016
+18,984% +$9.34M ﹤0.01% 1676
2022
Q3 		$48K Sell
1,612
-117
-7% -$3.77K ﹤0.01% 5764
2022
Q2 		$55K Sell
1,729
-6,216
-78% -$207K ﹤0.01% 5674
2022
Q1 		$279K Sell
7,945
-2,365
-23% -$80.4K ﹤0.01% 4784
2021
Q4 		$356K Buy
10,310
+9,008
+692% +$304K ﹤0.01% 4783
2021
Q3 		$42K Buy
1,302
+97
+8% +$3.15K ﹤0.01% 6267
2021
Q2 		$38K Hold
1,205
– – ﹤0.01% 6220
2021
Q1 		$37K Buy
1,205
+125
+12% +$3.66K ﹤0.01% 6077
2020
Q4 		$31K Sell
1,080
-1,470
-58% -$40.7K ﹤0.01% 5873
2020
Q3 		$68K Sell
2,550
-254
-9% -$6.64K ﹤0.01% 5203
2020
Q2 		$70K Sell
2,804
-1,002
-26% -$24.1K ﹤0.01% 5060
2020
Q1 		$85K Sell
3,806
-151,016
-98% -$4.03M ﹤0.01% 4873
2019
Q4 		$4.41M Sell
154,822
-3,325
-2% -$94K ﹤0.01% 2248
2019
Q3 		$4.37M Buy
158,147
+275
+0.2% +$7.6K ﹤0.01% 2184
2019
Q2 		$4.35M Buy
157,872
+7,082
+5% +$192K ﹤0.01% 2180
2019
Q1 		$4.06M Sell
150,790
-13,316
-8% -$351K ﹤0.01% 2165
2018
Q4 		$4.18M Sell
164,106
-3,870
-2% -$110K ﹤0.01% 2122
2018
Q3 		$5.15M Buy
167,976
+275
+0.2% +$8.34K ﹤0.01% 2091
2018
Q2 		$4.93M Sell
167,701
-50,675
-23% -$1.48M ﹤0.01% 2015
2018
Q1 		$6.17M Buy
218,376
+8,282
+4% +$238K ﹤0.01% 1857
2017
Q4 		$6.11M Buy
210,094
+6,837
+3% +$202K ﹤0.01% 1918
2017
Q3 		$5.99M Buy
203,257
+9,878
+5% +$289K ﹤0.01% 1867
2017
Q2 		$5.61M Buy
193,379
+182,318
+1,648% +$5.23M ﹤0.01% 1877
2017
Q1 		$313K Buy
+11,061
New +$310K ﹤0.01% 4015

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 $2.01B AUM 27.28% 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

Royal Bank of Canada's WTPI Position: Q1 2026 in Review

Royal Bank of Canada increased its WisdomTree Equity Premium Income Fund (WTPI) stake by 1.2% in Q1 2026, buying an estimated $18.7K and bringing the position to 47,173 shares worth $1.5M. The position accounts for ﹤0.01% of the portfolio, ranked #3307.

Royal Bank of Canada first reported a position in WTPI in Q1 2017 and has held it in 37 quarters since. The position peaked at $9.24M in Q4 2022. 89 funds tracked by Wall St. Rank hold WTPI as of Q1 2026.

  • Royal Bank of Canada held 47,173 shares of WisdomTree Equity Premium Income Fund worth $1.5M as of Q1 2026.
  • Royal Bank of Canada bought 565 WisdomTree Equity Premium Income Fund shares in Q1 2026, an estimated $18.7K.
  • WisdomTree Equity Premium Income Fund made up ﹤0.01% of Royal Bank of Canada's portfolio in Q1 2026, its #3307 holding.
  • Royal Bank of Canada first reported a position in WisdomTree Equity Premium Income Fund in Q1 2017 and has held it in 37 quarters since.
  • Royal Bank of Canada's WisdomTree Equity Premium Income Fund position peaked at $9.24M in Q4 2022.
  • 89 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q1 2026.

Based on Royal Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.