UBS Group
WTPI

UBS Group’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

UBS Group’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 		$2.37M Buy
74,301
+8,233
+12% +$273K ﹤0.01% 4821
2025
Q4 		$2.18M Buy
66,068
+18,734
+40% +$625K ﹤0.01% 4899
2025
Q3 		$1.57M Sell
47,334
-531
-1% -$17.4K ﹤0.01% 5186
2025
Q2 		$1.53M Buy
47,865
+37
+0.1% +$1.15K ﹤0.01% 5077
2025
Q1 		$1.49M Buy
47,828
+18,426
+63% +$603K ﹤0.01% 4944
2024
Q4 		$969K Sell
29,402
-215
-0.7% -$7.23K ﹤0.01% 5322
2024
Q3 		$980K Buy
29,617
+4,750
+19% +$157K ﹤0.01% 4673
2024
Q2 		$830K Sell
24,867
-840
-3% -$27.6K ﹤0.01% 4584
2024
Q1 		$856K Buy
25,707
+2,554
+11% +$83.2K ﹤0.01% 4724
2023
Q4 		$734K Sell
23,153
-1,155
-5% -$35.9K ﹤0.01% 4765
2023
Q3 		$747K Sell
24,308
-17,047
-41% -$547K ﹤0.01% 4346
2023
Q2 		$1.34M Buy
41,355
+2,153
+5% +$68.1K ﹤0.01% 3949
2023
Q1 		$1.22M Buy
39,202
+16,888
+76% +$518K ﹤0.01% 3929
2022
Q4 		$670K Buy
22,314
+5,172
+30% +$158K ﹤0.01% 4436
2022
Q3 		$511K Sell
17,142
-3,961
-19% -$127K ﹤0.01% 4319
2022
Q2 		$674K Sell
21,103
-1,336
-6% -$44.6K ﹤0.01% 4040
2022
Q1 		$788K Sell
22,439
-15,090
-40% -$513K ﹤0.01% 4334
2021
Q4 		$1.29M Sell
37,529
-1,656
-4% -$56K ﹤0.01% 4160
2021
Q3 		$1.27M Sell
39,185
-7,019
-15% -$228K ﹤0.01% 3980
2021
Q2 		$1.47M Buy
46,204
+24,580
+114% +$758K ﹤0.01% 3847
2021
Q1 		$653K Buy
21,624
+4,555
+27% +$133K ﹤0.01% 4655
2020
Q4 		$487K Buy
17,069
+8,107
+90% +$225K ﹤0.01% 4616
2020
Q3 		$240K Sell
8,962
-16,445
-65% -$430K ﹤0.01% 4691
2020
Q2 		$636K Sell
25,407
-52,656
-67% -$1.27M ﹤0.01% 3949
2020
Q1 		$1.76M Buy
78,063
+76,277
+4,271% +$2.04M ﹤0.01% 2874
2019
Q4 		$51K Buy
+1,786
New +$50.5K ﹤0.01% 6344
2019
Q3 		– Sell
-1,210
Closed -$33K – 8324
2019
Q2 		$33K Sell
1,210
-810
-40% -$22K ﹤0.01% 6268
2019
Q1 		$55K Buy
2,020
+103
+5% +$2.72K ﹤0.01% 5475
2018
Q4 		$49K Buy
1,917
+1,478
+337% +$42.1K ﹤0.01% 6111
2018
Q3 		$13K Buy
439
+39
+10% +$1.18K ﹤0.01% 7044
2018
Q2 		$12K Sell
400
-2,545
-86% -$74.1K ﹤0.01% 7049
2018
Q1 		$83K Sell
2,945
-120
-4% -$3.45K ﹤0.01% 5347
2017
Q4 		$89K Buy
3,065
+2,265
+283% +$66.9K ﹤0.01% 5444
2017
Q3 		$24K Buy
800
+100
+14% +$2.92K ﹤0.01% 6328
2017
Q2 		$20K Buy
+700
New +$20.1K ﹤0.01% 6309
2017
Q1 		– Sell
-1,465
Closed -$40K – 8054
2016
Q4 		$40K Buy
+1,465
New +$40.1K ﹤0.01% 6003

Other funds holding WTPI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
CWM
Castle Wealth Management West Palm Beach, Florida $309M AUM 16.93% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
S4W
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
ABWM
Alpine Bank Wealth Management Grand Junction, Colorado $688M AUM 15.3% 1-Year Est. Return

UBS Group's WTPI Position: Q1 2026 in Review

UBS Group increased its WisdomTree Equity Premium Income Fund (WTPI) stake by 12% in Q1 2026, buying an estimated $273K and bringing the position to 74,301 shares worth $2.37M. The position accounts for ﹤0.01% of the portfolio, ranked #4821.

UBS Group first reported a position in WTPI in Q4 2016 and has held it in 36 quarters since. 89 funds tracked by Wall St. Rank hold WTPI as of Q1 2026.

  • UBS Group held 74,301 shares of WisdomTree Equity Premium Income Fund worth $2.37M as of Q1 2026.
  • UBS Group bought 8,233 WisdomTree Equity Premium Income Fund shares in Q1 2026, an estimated $273K.
  • WisdomTree Equity Premium Income Fund made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #4821 holding.
  • UBS Group first reported a position in WisdomTree Equity Premium Income Fund in Q4 2016 and has held it in 36 quarters since.
  • 89 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.