SHP Wealth Management’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

SHP Wealth 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	$447	Hold	14	–	–	﹤0.01%	1640
2025 Q4	$462	Buy	+14	New	+$467	﹤0.01%	1379

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 $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 $338M AUM 18.79% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

S4W

Solutions 4 Wealth Southlake, Texas $77.5M AUM 17.3% 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 $779M AUM 19.75% 1-Year Est. Return

SHP Wealth Management's WTPI Position: Q1 2026 in Review

SHP Wealth Management held its WisdomTree Equity Premium Income Fund (WTPI) position steady in Q1 2026 at 14 shares worth $447. The position accounts for ﹤0.01% of the portfolio, ranked #1640.

SHP Wealth Management first reported a position in WTPI in Q4 2025 and has held it in 2 quarters since. The position peaked at $462 in Q4 2025. 89 funds tracked by Wall St. Rank hold WTPI as of Q1 2026.

SHP Wealth Management held 14 shares of WisdomTree Equity Premium Income Fund worth $447 as of Q1 2026.
SHP Wealth Management left its WisdomTree Equity Premium Income Fund share count unchanged in Q1 2026.
WisdomTree Equity Premium Income Fund made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1640 holding.
SHP Wealth Management first reported a position in WisdomTree Equity Premium Income Fund in Q4 2025 and has held it in 2 quarters since.
SHP Wealth Management's WisdomTree Equity Premium Income Fund position peaked at $462 in Q4 2025.
89 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.