SAM
WTPI

Smartleaf Asset Management’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Smartleaf Asset 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 		$1.7K Hold
52
– – ﹤0.01% 2989
2026
Q1 		$1.62K Hold
52
– – ﹤0.01% 3014
2025
Q4 		$1.73K Buy
52
+7
+16% +$234 ﹤0.01% 3027
2025
Q3 		$1.49K Sell
45
-18,505
-100% -$605K ﹤0.01% 2677
2025
Q2 		$595K Buy
18,550
+674
+4% +$20.9K 0.05% 344
2025
Q1 		$555K Buy
17,876
+14,984
+518% +$491K 0.05% 336
2024
Q4 		$95.8K Buy
2,892
+2,853
+7,315% +$96K 0.01% 854
2024
Q3 		$1.29K Hold
39
– – ﹤0.01% 2602
2024
Q2 		$1.3K Hold
39
– – ﹤0.01% 2357
2024
Q1 		$1.3K Hold
39
– – ﹤0.01% 1562
2023
Q4 		$1.24K Buy
+39
New +$1.21K ﹤0.01% 1025

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

Smartleaf Asset Management's WTPI Position: Q2 2026 in Review

Smartleaf Asset Management held its WisdomTree Equity Premium Income Fund (WTPI) position steady in Q2 2026 at 52 shares worth $1.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2989.

Smartleaf Asset Management first reported a position in WTPI in Q4 2023 and has held it in 11 quarters since. The position peaked at $595K in Q2 2025. 85 funds tracked by Wall St. Rank hold WTPI as of Q2 2026.

  • Smartleaf Asset Management held 52 shares of WisdomTree Equity Premium Income Fund worth $1.7K as of Q2 2026.
  • Smartleaf Asset Management left its WisdomTree Equity Premium Income Fund share count unchanged in Q2 2026.
  • WisdomTree Equity Premium Income Fund made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #2989 holding.
  • Smartleaf Asset Management first reported a position in WisdomTree Equity Premium Income Fund in Q4 2023 and has held it in 11 quarters since.
  • Smartleaf Asset Management's WisdomTree Equity Premium Income Fund position peaked at $595K in Q2 2025.
  • 85 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.