TD Private Client Wealth’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

TD Private Client Wealth’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 Q1	$20.5K	Sell	642 -2,663	-81%	-$88.3K	﹤0.01%	1000
2025 Q4	$109K	Buy	+3,305	New	+$110K	﹤0.01%	752
2025 Q1	–	Sell	-9,369	Closed	-$309K	–	1489
2024 Q4	$309K	Buy	+9,369	New	+$315K	0.01%	529

Other funds holding WTPI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CSP

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

CWM

Castle Wealth Management West Palm Beach, Florida $309M AUM 16.93% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

S4W

Solutions 4 Wealth Southlake, Texas $66.5M AUM 10.15% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

ABWM

Alpine Bank Wealth Management Grand Junction, Colorado $688M AUM 15.3% 1-Year Est. Return

TD Private Client Wealth's WTPI Position: Q1 2026 in Review

TD Private Client Wealth reduced its WisdomTree Equity Premium Income Fund (WTPI) stake by 81% in Q1 2026, selling an estimated $88.3K and leaving 642 shares worth $20.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1000.

TD Private Client Wealth first reported a position in WTPI in Q4 2024 and has held it in 3 quarters since. The position peaked at $309K in Q4 2024. 89 funds tracked by Wall St. Rank hold WTPI as of Q1 2026.

TD Private Client Wealth held 642 shares of WisdomTree Equity Premium Income Fund worth $20.5K as of Q1 2026.
TD Private Client Wealth sold 2,663 WisdomTree Equity Premium Income Fund shares in Q1 2026, an estimated $88.3K.
WisdomTree Equity Premium Income Fund made up ﹤0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #1000 holding.
TD Private Client Wealth first reported a position in WisdomTree Equity Premium Income Fund in Q4 2024 and has held it in 3 quarters since.
TD Private Client Wealth's WisdomTree Equity Premium Income Fund position peaked at $309K in Q4 2024.
89 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.