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Symmetry Partners’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Symmetry Partners’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
Q1 		– Sell
-7,911
Closed -$261K – 143
2024
Q4 		$261K Buy
+7,911
New +$266K 0.04% 110

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TPI
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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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
OWM
Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return

Symmetry Partners's WTPI Position: Q1 2025 in Review

Symmetry Partners sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q1 2025, closing a stake of 7,911 shares — an estimated $261K sold.

Symmetry Partners first reported a position in WTPI in Q4 2024 and held it in 1 quarter. The position peaked at $261K in Q4 2024. 64 funds tracked by Wall St. Rank hold WTPI as of Q1 2025.

  • Symmetry Partners reported no remaining WisdomTree Equity Premium Income Fund position as of Q1 2025 after selling out during the quarter.
  • Symmetry Partners sold 7,911 WisdomTree Equity Premium Income Fund shares in Q1 2025, an estimated $261K.
  • Symmetry Partners first reported a position in WisdomTree Equity Premium Income Fund in Q4 2024 and held it in 1 quarter.
  • Symmetry Partners's WisdomTree Equity Premium Income Fund position peaked at $261K in Q4 2024.
  • 64 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q1 2025.

Based on Symmetry Partners's 13F filing for Q1 2025, filed 23 Apr 2025.