TA
WTPI

Tactive Advisors’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Tactive Advisors’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 		$408K Buy
12,432
+2,930
+31% +$96.4K 0.1% 173
2026
Q1 		$303K Buy
9,502
+1,645
+21% +$54.6K 0.09% 205
2025
Q4 		$259K Sell
7,857
-3,003
-28% -$100K 0.08% 205
2025
Q3 		$361K Buy
10,860
+2,042
+23% +$66.7K 0.1% 177
2025
Q2 		$283K Buy
+8,818
New +$274K 0.09% 180

Other funds holding WTPI

LPL Financial
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
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
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

Tactive Advisors's WTPI Position: Q2 2026 in Review

Tactive Advisors increased its WisdomTree Equity Premium Income Fund (WTPI) stake by 31% in Q2 2026, buying an estimated $96.4K and bringing the position to 12,432 shares worth $408K. The position accounts for 0.1% of the portfolio, ranked #173.

Tactive Advisors first reported a position in WTPI in Q2 2025 and has held it in 5 quarters since. 85 funds tracked by Wall St. Rank hold WTPI as of Q2 2026.

  • Tactive Advisors held 12,432 shares of WisdomTree Equity Premium Income Fund worth $408K as of Q2 2026.
  • Tactive Advisors bought 2,930 WisdomTree Equity Premium Income Fund shares in Q2 2026, an estimated $96.4K.
  • WisdomTree Equity Premium Income Fund made up 0.1% of Tactive Advisors's portfolio in Q2 2026, its #173 holding.
  • Tactive Advisors first reported a position in WisdomTree Equity Premium Income Fund in Q2 2025 and has held it in 5 quarters since.
  • 85 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2026.

Based on Tactive Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.