U.S. Capital Wealth Advisors
WTPI icon

U.S. Capital Wealth Advisors’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

U.S. Capital Wealth Advisors’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
Q1 		$451K Buy
14,132
+2,310
+20% +$76.6K 0.01% 701
2025
Q4 		$390K Buy
+11,822
New +$394K 0.01% 723

Other funds holding WTPI

LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cary Street Partners
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
ABWM
Alpine Bank Wealth Management Grand Junction, Colorado $779M AUM 19.75% 1-Year Est. Return

U.S. Capital Wealth Advisors's WTPI Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its WisdomTree Equity Premium Income Fund (WTPI) stake by 20% in Q1 2026, buying an estimated $76.6K and bringing the position to 14,132 shares worth $451K. The position accounts for 0.01% of the portfolio, ranked #701.

U.S. Capital Wealth Advisors first reported a position in WTPI in Q4 2025 and has held it in 2 quarters since. 90 funds tracked by Wall St. Rank hold WTPI as of Q1 2026.

  • U.S. Capital Wealth Advisors held 14,132 shares of WisdomTree Equity Premium Income Fund worth $451K as of Q1 2026.
  • U.S. Capital Wealth Advisors bought 2,310 WisdomTree Equity Premium Income Fund shares in Q1 2026, an estimated $76.6K.
  • WisdomTree Equity Premium Income Fund made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #701 holding.
  • U.S. Capital Wealth Advisors first reported a position in WisdomTree Equity Premium Income Fund in Q4 2025 and has held it in 2 quarters since.
  • 90 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.