Stance Capital
WTPI icon

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
Q2 		– Sell
-233
Closed -$7.44K – 426
2026
Q1 		$7.44K 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
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Granite Bay Wealth Management
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
Cary Street Partners
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
Castle Wealth Management
Castle Wealth Management West Palm Beach, Florida $318M AUM 11.99% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
Solutions 4 Wealth
Solutions 4 Wealth Southlake, Texas $83.3M AUM 12.76% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Pinnacle Financial Partners (Georgia)
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

Stance Capital's WTPI Position: Q2 2026 in Review

Stance Capital sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q2 2026, closing a stake of 233 shares — an estimated $7.44K sold.

Stance Capital first reported a position in WTPI in Q3 2025 and held it in 2 quarters. The position peaked at $7.44K in Q1 2026. 86 funds tracked by Wall St. Rank hold WTPI as of Q2 2026.

  • Stance Capital reported no remaining WisdomTree Equity Premium Income Fund position as of Q2 2026 after selling out during the quarter.
  • Stance Capital sold 233 WisdomTree Equity Premium Income Fund shares in Q2 2026, an estimated $7.44K.
  • Stance Capital first reported a position in WisdomTree Equity Premium Income Fund in Q3 2025 and held it in 2 quarters.
  • Stance Capital's WisdomTree Equity Premium Income Fund position peaked at $7.44K in Q1 2026.
  • 86 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2026.

Based on Stance Capital's 13F filing for Q2 2026, filed 14 Aug 2026.