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 Q2	–	Sell	-642	Closed	-$20.5K	–	1781
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 $445B AUM 25.58% 1-Year Est. Return

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

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

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 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

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

TD Private Client Wealth's WTPI Position: Q2 2026 in Review

TD Private Client Wealth sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q2 2026, closing a stake of 642 shares — an estimated $20.5K sold.

TD Private Client Wealth first reported a position in WTPI in Q4 2024 and held it in 3 quarters. The position peaked at $309K in Q4 2024. 86 funds tracked by Wall St. Rank hold WTPI as of Q2 2026.

TD Private Client Wealth reported no remaining WisdomTree Equity Premium Income Fund position as of Q2 2026 after selling out during the quarter.
TD Private Client Wealth sold 642 WisdomTree Equity Premium Income Fund shares in Q2 2026, an estimated $20.5K.
TD Private Client Wealth first reported a position in WisdomTree Equity Premium Income Fund in Q4 2024 and held it in 3 quarters.
TD Private Client Wealth's WisdomTree Equity Premium Income Fund position peaked at $309K in Q4 2024.
86 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.