SIM
WTPI

Synergy Investment Management’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Synergy Investment Management’s Portfolio WTPI Stock Details WTPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$244K Buy
7,621
+148
+2% +$4.74K 0.15% 74
2025
Q1 		$233K Buy
+7,473
New +$233K 0.1% 111