Thurston Springer Miller Herd & Titak’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Thurston Springer Miller Herd & Titak’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
2025 Q3	–	Sell	-4,425	Closed	-$142K	–	1423
2025 Q2	$142K	Hold	4,425	–	–	0.02%	432
2025 Q1	$138K	Buy	+4,425	New	+$145K	0.02%	401

Other funds holding WTPI

CSP

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

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

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

CWM

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

GBWM

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

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 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

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

CFS

Compass Financial Services West Des Moines, Iowa $268M AUM 17.94% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's WTPI Position: Q3 2025 in Review

Thurston Springer Miller Herd & Titak sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q3 2025, closing a stake of 4,425 shares — an estimated $142K sold.

Thurston Springer Miller Herd & Titak first reported a position in WTPI in Q1 2025 and held it in 2 quarters. The position peaked at $142K in Q2 2025. 71 funds tracked by Wall St. Rank hold WTPI as of Q3 2025.

Thurston Springer Miller Herd & Titak reported no remaining WisdomTree Equity Premium Income Fund position as of Q3 2025 after selling out during the quarter.
Thurston Springer Miller Herd & Titak sold 4,425 WisdomTree Equity Premium Income Fund shares in Q3 2025, an estimated $142K.
Thurston Springer Miller Herd & Titak first reported a position in WisdomTree Equity Premium Income Fund in Q1 2025 and held it in 2 quarters.
Thurston Springer Miller Herd & Titak's WisdomTree Equity Premium Income Fund position peaked at $142K in Q2 2025.
71 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q3 2025.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q3 2025, filed 7 Oct 2025.