Solutions 4 Wealth’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Solutions 4 Wealth’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	$6.29M	Buy	196,992 +10,026	+5%	+$333K	9.45%	2
2025 Q4	$6.17M	Buy	186,966 +64	+0%	+$2.13K	9.33%	2
2025 Q3	$6.22M	Buy	186,902 +20,519	+12%	+$671K	9.65%	2
2025 Q2	$5.33M	Buy	166,383 +11,469	+7%	+$356K	8.89%	2
2025 Q1	$4.82M	Buy	154,914 +35,739	+30%	+$1.17M	8.51%	2
2024 Q4	$3.93M	Buy	119,175 +58,087	+95%	+$1.95M	7.11%	2
2024 Q3	$2.02M	Buy	61,088 +2,675	+5%	+$88.4K	3.95%	6
2024 Q2	$1.95M	Buy	+58,413	New	+$1.92M	4.42%	6

Other funds holding WTPI

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 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 $1.79B AUM 17.59% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $688M AUM 15.3% 1-Year Est. Return

CFS

Compass Financial Services West Des Moines, Iowa $231M AUM 11.35% 1-Year Est. Return

Solutions 4 Wealth's WTPI Position: Q1 2026 in Review

Solutions 4 Wealth increased its WisdomTree Equity Premium Income Fund (WTPI) stake by 5.4% in Q1 2026, buying an estimated $333K and bringing the position to 196,992 shares worth $6.29M. The position accounts for 9.45% of the portfolio, ranked #2.

Solutions 4 Wealth first reported a position in WTPI in Q2 2024 and has held it in 8 quarters since. 89 funds tracked by Wall St. Rank hold WTPI as of Q1 2026.

Solutions 4 Wealth held 196,992 shares of WisdomTree Equity Premium Income Fund worth $6.29M as of Q1 2026.
Solutions 4 Wealth bought 10,026 WisdomTree Equity Premium Income Fund shares in Q1 2026, an estimated $333K.
WisdomTree Equity Premium Income Fund made up 9.45% of Solutions 4 Wealth's portfolio in Q1 2026, its #2 holding.
Solutions 4 Wealth first reported a position in WisdomTree Equity Premium Income Fund in Q2 2024 and has held it in 8 quarters since.
89 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q1 2026.

Based on Solutions 4 Wealth's 13F filing for Q1 2026, filed 5 May 2026.