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

WCG 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	$569K	Sell	17,846 -2,615	-13%	-$86.7K	0.02%	447
2025 Q4	$676K	Sell	20,461 -3,732	-15%	-$124K	0.02%	407
2025 Q3	$805K	Sell	24,193 -1,430	-6%	-$46.7K	0.05%	259
2025 Q2	$821K	Sell	25,623 -12,203	-32%	-$379K	0.05%	245
2025 Q1	$1.18M	Buy	37,826 +15,368	+68%	+$503K	0.09%	186
2024 Q4	$740K	Buy	+22,458	New	+$756K	0.05%	237

Other funds holding WTPI

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 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 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 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

WCG Wealth Advisors's WTPI Position: Q1 2026 in Review

WCG Wealth Advisors reduced its WisdomTree Equity Premium Income Fund (WTPI) stake by 13% in Q1 2026, selling an estimated $86.7K and leaving 17,846 shares worth $569K. The position accounts for 0.02% of the portfolio, ranked #447.

WCG Wealth Advisors first reported a position in WTPI in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.18M in Q1 2025. 89 funds tracked by Wall St. Rank hold WTPI as of Q1 2026.

WCG Wealth Advisors held 17,846 shares of WisdomTree Equity Premium Income Fund worth $569K as of Q1 2026.
WCG Wealth Advisors sold 2,615 WisdomTree Equity Premium Income Fund shares in Q1 2026, an estimated $86.7K.
WisdomTree Equity Premium Income Fund made up 0.02% of WCG Wealth Advisors's portfolio in Q1 2026, its #447 holding.
WCG Wealth Advisors first reported a position in WisdomTree Equity Premium Income Fund in Q4 2024 and has held it in 6 quarters since.
WCG Wealth Advisors's WisdomTree Equity Premium Income Fund position peaked at $1.18M in Q1 2025.
89 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.