Sanctuary Advisors’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Sanctuary Advisors’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	$1.46M	Buy	44,481 +694	+2%	+$22.8K	0.01%	1226
2026 Q1	$1.4M	Sell	43,787 -903	-2%	-$30K	0.01%	1147
2025 Q4	$1.48M	Buy	44,690 +924	+2%	+$30.8K	0.01%	1098
2025 Q3	$1.46M	Sell	43,766 -736	-2%	-$24.1K	0.01%	1066
2025 Q2	$1.43M	Sell	44,502 -5,761	-11%	-$179K	0.01%	1018
2025 Q1	$1.57M	Buy	50,263 +1,450	+3%	+$47.5K	0.01%	892
2024 Q4	$1.64M	Buy	+48,813	New	+$1.64M	0.01%	979

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

Sanctuary Advisors's WTPI Position: Q2 2026 in Review

Sanctuary Advisors increased its WisdomTree Equity Premium Income Fund (WTPI) stake by 1.6% in Q2 2026, buying an estimated $22.8K and bringing the position to 44,481 shares worth $1.46M. The position accounts for 0.01% of the portfolio, ranked #1226.

Sanctuary Advisors first reported a position in WTPI in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.64M in Q4 2024. 85 funds tracked by Wall St. Rank hold WTPI as of Q2 2026.

Sanctuary Advisors held 44,481 shares of WisdomTree Equity Premium Income Fund worth $1.46M as of Q2 2026.
Sanctuary Advisors bought 694 WisdomTree Equity Premium Income Fund shares in Q2 2026, an estimated $22.8K.
WisdomTree Equity Premium Income Fund made up 0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #1226 holding.
Sanctuary Advisors first reported a position in WisdomTree Equity Premium Income Fund in Q4 2024 and has held it in 7 quarters since.
Sanctuary Advisors's WisdomTree Equity Premium Income Fund position peaked at $1.64M in Q4 2024.
85 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.