SWM
WTPI

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
Q2 		$459 Hold
14
– – ﹤0.01% 1758
2026
Q1 		$447 Hold
14
– – ﹤0.01% 1640
2025
Q4 		$462 Buy
+14
New +$467 ﹤0.01% 1379

Other funds holding WTPI

LPL Financial
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
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
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

SHP Wealth Management's WTPI Position: Q2 2026 in Review

SHP Wealth Management held its WisdomTree Equity Premium Income Fund (WTPI) position steady in Q2 2026 at 14 shares worth $459. The position accounts for ﹤0.01% of the portfolio, ranked #1758.

SHP Wealth Management first reported a position in WTPI in Q4 2025 and has held it in 3 quarters since. The position peaked at $462 in Q4 2025. 86 funds tracked by Wall St. Rank hold WTPI as of Q2 2026.

  • SHP Wealth Management held 14 shares of WisdomTree Equity Premium Income Fund worth $459 as of Q2 2026.
  • SHP Wealth Management left its WisdomTree Equity Premium Income Fund share count unchanged in Q2 2026.
  • WisdomTree Equity Premium Income Fund made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1758 holding.
  • SHP Wealth Management first reported a position in WisdomTree Equity Premium Income Fund in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's WisdomTree Equity Premium Income Fund position peaked at $462 in Q4 2025.
  • 86 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.