SPIA
WTPI

Steward Partners Investment Advisory’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Steward Partners Investment Advisory’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
2025
Q2 		– Sell
-750
Closed -$23.4K – 4267
2025
Q1 		$23.4K Hold
750
– – ﹤0.01% 2737
2024
Q4 		$24.7K Buy
+750
New +$25.2K ﹤0.01% 2684

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