WAU
WTPI

Wellington-Altus USA’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Wellington-Altus USA’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 		$48.7K Hold
1,525
– – 0.03% 309
2026
Q1 		$50K Buy
1,525
+625
+69% +$20.7K 0.03% 337
2025
Q4 		$29.7K Buy
+900
New +$30K 0.02% 398

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
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

Wellington-Altus USA's WTPI Position: Q2 2026 in Review

Wellington-Altus USA held its WisdomTree Equity Premium Income Fund (WTPI) position steady in Q2 2026 at 1,525 shares worth $48.7K. The position accounts for 0.03% of the portfolio, ranked #309.

Wellington-Altus USA first reported a position in WTPI in Q4 2025 and has held it in 3 quarters since. The position peaked at $50K in Q1 2026. 86 funds tracked by Wall St. Rank hold WTPI as of Q2 2026.

  • Wellington-Altus USA held 1,525 shares of WisdomTree Equity Premium Income Fund worth $48.7K as of Q2 2026.
  • Wellington-Altus USA left its WisdomTree Equity Premium Income Fund share count unchanged in Q2 2026.
  • WisdomTree Equity Premium Income Fund made up 0.03% of Wellington-Altus USA's portfolio in Q2 2026, its #309 holding.
  • Wellington-Altus USA first reported a position in WisdomTree Equity Premium Income Fund in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's WisdomTree Equity Premium Income Fund position peaked at $50K in Q1 2026.
  • 86 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.