T
WTPI

Transce3nd’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Transce3nd’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
-108
Closed -$3.46K – 1220
2025
Q2 		$3.46K Hold
108
– – ﹤0.01% 809
2025
Q1 		$3.36K Hold
108
– – ﹤0.01% 798
2024
Q4 		$3.56K Buy
+108
New +$3.63K ﹤0.01% 1001

Other funds holding WTPI

CSP
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Morgan Stanley
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LPL Financial
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CWM
Castle Wealth Management West Palm Beach, Florida $309M AUM 16.93% 1-Year Est. Return
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
S4W
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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
CFS
Compass Financial Services West Des Moines, Iowa $231M AUM 11.35% 1-Year Est. Return