WIM
WTPI

WealthPlan Investment Management’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

WealthPlan Investment Management’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 		$7.95M Sell
242,352
-2,453
-1% -$80.7K 0.39% 62
2026
Q1 		$7.81M Buy
244,805
+156,481
+177% +$5.19M 0.44% 59
2025
Q4 		$2.92M Buy
+88,324
New +$2.95M 0.19% 111

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
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Raymond James Financial
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
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
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM
CFS
Compass Financial Services West Des Moines, Iowa $268M AUM 17.94% 1-Year Est. Return

WealthPlan Investment Management's WTPI Position: Q2 2026 in Review

WealthPlan Investment Management reduced its WisdomTree Equity Premium Income Fund (WTPI) stake by 1% in Q2 2026, selling an estimated $80.7K and leaving 242,352 shares worth $7.95M. The position accounts for 0.39% of the portfolio, ranked #62.

WealthPlan Investment Management first reported a position in WTPI in Q4 2025 and has held it in 3 quarters since. 85 funds tracked by Wall St. Rank hold WTPI as of Q2 2026.

  • WealthPlan Investment Management held 242,352 shares of WisdomTree Equity Premium Income Fund worth $7.95M as of Q2 2026.
  • WealthPlan Investment Management sold 2,453 WisdomTree Equity Premium Income Fund shares in Q2 2026, an estimated $80.7K.
  • WisdomTree Equity Premium Income Fund made up 0.39% of WealthPlan Investment Management's portfolio in Q2 2026, its #62 holding.
  • WealthPlan Investment Management first reported a position in WisdomTree Equity Premium Income Fund in Q4 2025 and has held it in 3 quarters since.
  • 85 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.