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 – 1219
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
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
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

Transce3nd's WTPI Position: Q3 2025 in Review

Transce3nd sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q3 2025, closing a stake of 108 shares — an estimated $3.46K sold.

Transce3nd first reported a position in WTPI in Q4 2024 and held it in 3 quarters. The position peaked at $3.56K in Q4 2024. 71 funds tracked by Wall St. Rank hold WTPI as of Q3 2025.

  • Transce3nd reported no remaining WisdomTree Equity Premium Income Fund position as of Q3 2025 after selling out during the quarter.
  • Transce3nd sold 108 WisdomTree Equity Premium Income Fund shares in Q3 2025, an estimated $3.46K.
  • Transce3nd first reported a position in WisdomTree Equity Premium Income Fund in Q4 2024 and held it in 3 quarters.
  • Transce3nd's WisdomTree Equity Premium Income Fund position peaked at $3.56K in Q4 2024.
  • 71 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q3 2025.

Based on Transce3nd's 13F filing for Q3 2025, filed 12 Nov 2025.