WANY
WTPI

Wealthspire Advisors (New York)’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-773
Closed -$25.7K – 3055
2025
Q3 		$25.7K Buy
+773
New +$25.3K ﹤0.01% 1540
2021
Q4 		– Sell
-8,924
Closed -$291K – 638
2021
Q3 		$291K Buy
+8,924
New +$289K 0.01% 467

Other funds holding WTPI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $338M AUM 18.79% 1-Year Est. Return
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 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 $94B AUM 20.14% 1-Year Est. Return
CFS
Compass Financial Services West Des Moines, Iowa $268M AUM 17.94% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

Wealthspire Advisors (New York)'s WTPI Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q4 2025, closing a stake of 773 shares — an estimated $25.7K sold.

Wealthspire Advisors (New York) first reported a position in WTPI in Q3 2021 and held it in 2 quarters. The position peaked at $291K in Q3 2021. 84 funds tracked by Wall St. Rank hold WTPI as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining WisdomTree Equity Premium Income Fund position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 773 WisdomTree Equity Premium Income Fund shares in Q4 2025, an estimated $25.7K.
  • Wealthspire Advisors (New York) first reported a position in WisdomTree Equity Premium Income Fund in Q3 2021 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s WisdomTree Equity Premium Income Fund position peaked at $291K in Q3 2021.
  • 84 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.