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 Q2	$394K	Sell	12,012 -5,834	-33%	-$192K	0.01%	517
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 $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

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

WCG Wealth Advisors reduced its WisdomTree Equity Premium Income Fund (WTPI) stake by 33% in Q2 2026, selling an estimated $192K and leaving 12,012 shares worth $394K. The position accounts for 0.01% of the portfolio, ranked #517.

WCG Wealth Advisors first reported a position in WTPI in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.18M in Q1 2025. 86 funds tracked by Wall St. Rank hold WTPI as of Q2 2026.

WCG Wealth Advisors held 12,012 shares of WisdomTree Equity Premium Income Fund worth $394K as of Q2 2026.
WCG Wealth Advisors sold 5,834 WisdomTree Equity Premium Income Fund shares in Q2 2026, an estimated $192K.
WisdomTree Equity Premium Income Fund made up 0.01% of WCG Wealth Advisors's portfolio in Q2 2026, its #517 holding.
WCG Wealth Advisors first reported a position in WisdomTree Equity Premium Income Fund in Q4 2024 and has held it in 7 quarters since.
WCG Wealth Advisors's WisdomTree Equity Premium Income Fund position peaked at $1.18M in Q1 2025.
86 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.