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 Q2	$7.89M	Buy	240,518 +43,526	+22%	+$1.43M	10.18%	2
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 $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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PFPG

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

CFS

Compass Financial Services West Des Moines, Iowa $268M AUM 17.94% 1-Year Est. Return

Solutions 4 Wealth's WTPI Position: Q2 2026 in Review

Solutions 4 Wealth increased its WisdomTree Equity Premium Income Fund (WTPI) stake by 22% in Q2 2026, buying an estimated $1.43M and bringing the position to 240,518 shares worth $7.89M. The position accounts for 10.18% of the portfolio, ranked #2.

Solutions 4 Wealth first reported a position in WTPI in Q2 2024 and has held it in 9 quarters since. 85 funds tracked by Wall St. Rank hold WTPI as of Q2 2026.

Solutions 4 Wealth held 240,518 shares of WisdomTree Equity Premium Income Fund worth $7.89M as of Q2 2026.
Solutions 4 Wealth bought 43,526 WisdomTree Equity Premium Income Fund shares in Q2 2026, an estimated $1.43M.
WisdomTree Equity Premium Income Fund made up 10.18% of Solutions 4 Wealth's portfolio in Q2 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 9 quarters since.
85 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2026.

Based on Solutions 4 Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.