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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$282K	Buy	8,600 +254	+3%	+$8.36K	0.07%	137
2026 Q1	$266K	Buy	8,346 +147	+2%	+$4.88K	0.09%	116
2025 Q4	$271K	Buy	8,199 +349	+4%	+$11.6K	0.1%	112
2025 Q3	$261K	Buy	7,850 +229	+3%	+$7.48K	0.1%	111
2025 Q2	$244K	Buy	7,621 +148	+2%	+$4.59K	0.15%	74
2025 Q1	$233K	Buy	+7,473	New	+$245K	0.1%	111

Other funds holding WTPI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $1.09B AUM 22.93% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CWM

Castle Wealth Management West Palm Beach, Florida $338M AUM 18.79% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

S4W

Solutions 4 Wealth Southlake, Texas $77.5M AUM 17.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PFPG

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

Synergy Investment Management's WTPI Position: Q2 2026 in Review

Synergy Investment Management increased its WisdomTree Equity Premium Income Fund (WTPI) stake by 3% in Q2 2026, buying an estimated $8.36K and bringing the position to 8,600 shares worth $282K. The position accounts for 0.07% of the portfolio, ranked #137.

Synergy Investment Management first reported a position in WTPI in Q1 2025 and has held it in 6 quarters since. 86 funds tracked by Wall St. Rank hold WTPI as of Q2 2026.

Synergy Investment Management held 8,600 shares of WisdomTree Equity Premium Income Fund worth $282K as of Q2 2026.
Synergy Investment Management bought 254 WisdomTree Equity Premium Income Fund shares in Q2 2026, an estimated $8.36K.
WisdomTree Equity Premium Income Fund made up 0.07% of Synergy Investment Management's portfolio in Q2 2026, its #137 holding.
Synergy Investment Management first reported a position in WisdomTree Equity Premium Income Fund in Q1 2025 and has held it in 6 quarters since.
86 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.