Stance Capital’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Stance Capital’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	$7.43K	Buy	+233	New	+$7.73K	﹤0.01%	247
2025 Q4	–	Sell	-223	Closed	-$7.42K	–	314
2025 Q3	$7.42K	Buy	+223	New	+$7.29K	﹤0.01%	253

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

S4W

Solutions 4 Wealth Southlake, Texas $66.5M AUM 10.15% 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

Stance Capital's WTPI Position: Q1 2026 in Review

Stance Capital opened a new position in WisdomTree Equity Premium Income Fund (WTPI) in Q1 2026: 233 shares worth $7.43K. The stake represents ﹤0.01% of the portfolio and ranks #247 among its holdings. This is a return to the name: Stance Capital previously reported a position in WTPI as recently as Q3 2025.

Stance Capital first reported a position in WTPI in Q3 2025 and has held it in 2 quarters since. 89 funds tracked by Wall St. Rank hold WTPI as of Q1 2026.

Stance Capital held 233 shares of WisdomTree Equity Premium Income Fund worth $7.43K as of Q1 2026.
WisdomTree Equity Premium Income Fund was a new Stance Capital position in Q1 2026.
WisdomTree Equity Premium Income Fund made up ﹤0.01% of Stance Capital's portfolio in Q1 2026, its #247 holding.
Stance Capital first reported a position in WisdomTree Equity Premium Income Fund in Q3 2025 and has held it in 2 quarters since.
89 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q1 2026.

Based on Stance Capital's 13F filing for Q1 2026, filed 14 May 2026.