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	–	1424
2025 Q2	$142K	Hold	4,425	–	–	0.02%	432
2025 Q1	$138K	Buy	+4,425	New	+$145K	0.02%	401

Other funds holding WTPI

Cary Street Partners Richmond, Virginia $4.04B AUM 18.4% 1-Year Est. Return

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

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

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

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

Cetera Investment Advisers

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

Raymond James Financial

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

Compass Financial Services West Des Moines, Iowa $231M AUM 11.35% 1-Year Est. Return