Visionary Wealth Advisors’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Visionary 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 Q2	$1.55M	Buy	47,191 +6,631	+16%	+$218K	0.06%	233
2026 Q1	$1.29M	Buy	40,560 +3,181	+9%	+$106K	0.06%	237
2025 Q4	$1.23M	Buy	37,379 +1,475	+4%	+$49.2K	0.06%	243
2025 Q3	$1.19M	Buy	35,904 +1,805	+5%	+$59K	0.06%	252
2025 Q2	$1.09M	Buy	34,099 +11,352	+50%	+$352K	0.06%	261
2025 Q1	$708K	Buy	+22,747	New	+$745K	0.04%	297

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

Visionary Wealth Advisors's WTPI Position: Q2 2026 in Review

Visionary Wealth Advisors increased its WisdomTree Equity Premium Income Fund (WTPI) stake by 16% in Q2 2026, buying an estimated $218K and bringing the position to 47,191 shares worth $1.55M. The position accounts for 0.06% of the portfolio, ranked #233.

Visionary Wealth Advisors first reported a position in WTPI in Q1 2025 and has held it in 6 quarters since. 85 funds tracked by Wall St. Rank hold WTPI as of Q2 2026.

Visionary Wealth Advisors held 47,191 shares of WisdomTree Equity Premium Income Fund worth $1.55M as of Q2 2026.
Visionary Wealth Advisors bought 6,631 WisdomTree Equity Premium Income Fund shares in Q2 2026, an estimated $218K.
WisdomTree Equity Premium Income Fund made up 0.06% of Visionary Wealth Advisors's portfolio in Q2 2026, its #233 holding.
Visionary Wealth Advisors first reported a position in WisdomTree Equity Premium Income Fund in Q1 2025 and has held it in 6 quarters since.
85 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.