Trust Point Inc’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Trust Point Inc’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	$2.81M	Sell	85,822 -25,994	-23%	-$855K	0.24%	52
2026 Q1	$3.57M	Sell	111,816 -116,801	-51%	-$3.87M	0.31%	39
2025 Q4	$7.55M	Sell	228,617 -1,136	-0.5%	-$37.9K	0.6%	25
2025 Q3	$7.64M	Sell	229,753 -131,300	-36%	-$4.29M	0.62%	26
2025 Q2	$11.6M	Buy	361,053 +76,307	+27%	+$2.37M	1.09%	12
2025 Q1	$8.87M	Sell	284,746 -66,965	-19%	-$2.19M	0.81%	17
2024 Q4	$11.6M	Buy	351,711 +122,634	+54%	+$4.13M	0.8%	17
2024 Q3	$7.58M	Sell	229,077 -3,663	-2%	-$121K	0.57%	20
2024 Q2	$7.76M	Sell	232,740 -95,787	-29%	-$3.15M	0.62%	19
2024 Q1	$10.9M	Buy	328,527 +4,452	+1%	+$145K	0.86%	14
2023 Q4	$10.3M	Buy	+324,075	New	+$10.1M	0.85%	14

Other funds holding WTPI

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

GBWM

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

CSP

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

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 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

PFPG

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

Trust Point Inc's WTPI Position: Q2 2026 in Review

Trust Point Inc reduced its WisdomTree Equity Premium Income Fund (WTPI) stake by 23% in Q2 2026, selling an estimated $855K and leaving 85,822 shares worth $2.81M. The position accounts for 0.24% of the portfolio, ranked #52.

Trust Point Inc first reported a position in WTPI in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.6M in Q4 2024. 85 funds tracked by Wall St. Rank hold WTPI as of Q2 2026.

Trust Point Inc held 85,822 shares of WisdomTree Equity Premium Income Fund worth $2.81M as of Q2 2026.
Trust Point Inc sold 25,994 WisdomTree Equity Premium Income Fund shares in Q2 2026, an estimated $855K.
WisdomTree Equity Premium Income Fund made up 0.24% of Trust Point Inc's portfolio in Q2 2026, its #52 holding.
Trust Point Inc first reported a position in WisdomTree Equity Premium Income Fund in Q4 2023 and has held it in 11 quarters since.
Trust Point Inc's WisdomTree Equity Premium Income Fund position peaked at $11.6M in Q4 2024.
85 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.