Steward Partners Investment Advisory
WTPI icon

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

Other funds holding WTPI

Cary Street Partners
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CWM
Castle Wealth Management West Palm Beach, Florida $338M AUM 18.79% 1-Year Est. Return
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $1.09B AUM 22.93% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
S4W
Solutions 4 Wealth Southlake, Texas $77.5M AUM 17.3% 1-Year Est. Return
CFS
Compass Financial Services West Des Moines, Iowa $268M AUM 17.94% 1-Year Est. Return

Steward Partners Investment Advisory's WTPI Position: Q2 2025 in Review

Steward Partners Investment Advisory sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q2 2025, closing a stake of 750 shares — an estimated $23.4K sold.

Steward Partners Investment Advisory first reported a position in WTPI in Q4 2024 and held it in 2 quarters. The position peaked at $24.7K in Q4 2024. 72 funds tracked by Wall St. Rank hold WTPI as of Q2 2025.

  • Steward Partners Investment Advisory reported no remaining WisdomTree Equity Premium Income Fund position as of Q2 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 750 WisdomTree Equity Premium Income Fund shares in Q2 2025, an estimated $23.4K.
  • Steward Partners Investment Advisory first reported a position in WisdomTree Equity Premium Income Fund in Q4 2024 and held it in 2 quarters.
  • Steward Partners Investment Advisory's WisdomTree Equity Premium Income Fund position peaked at $24.7K in Q4 2024.
  • 72 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2025, filed 12 Aug 2025.