Wells Fargo’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Wells Fargo’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	$10.5K	Buy	320 +319	+31,900%	+$10.5K	﹤0.01%	6063
2026 Q1	$18	Hold	1	–	–	﹤0.01%	6832
2025 Q4	$31	Hold	1	–	–	﹤0.01%	6635
2025 Q3	$44	Sell	1 -2	-67%	-$65	﹤0.01%	6519
2025 Q2	$97	Buy	3 +2	+200%	+$62	﹤0.01%	6482
2025 Q1	$38	Sell	1 -5,974	-100%	-$196K	﹤0.01%	6514
2024 Q4	$197K	Buy	5,975 +5,974	+597,400%	+$201K	﹤0.01%	4814
2024 Q3	$18	Hold	1	–	–	﹤0.01%	6578
2024 Q2	$31	Hold	1	–	–	﹤0.01%	6419
2024 Q1	$47	Sell	1 -3,851	-100%	-$125K	﹤0.01%	6849
2023 Q4	$122K	Buy	3,852 +3,851	+385,100%	+$120K	﹤0.01%	4783
2023 Q3	$40	Hold	1	–	–	﹤0.01%	6983
2023 Q2	$34	Buy	+1	New	+$32	﹤0.01%	7165
2023 Q1	–	Sell	-191	Closed	-$5.86K	–	7625
2022 Q4	$5.74K	Buy	191 +190	+19,000%	+$5.8K	﹤0.01%	5729
2022 Q3	$0	Hold	1	–	–	﹤0.01%	7552
2022 Q2	$0	Hold	1	–	–	﹤0.01%	7670
2022 Q1	$0	Hold	1	–	–	﹤0.01%	8006
2021 Q4	$0	Hold	1	–	–	﹤0.01%	7956
2021 Q3	$0	Hold	1	–	–	﹤0.01%	7656
2021 Q2	$0	Buy	+1	New	+$31	﹤0.01%	7584

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

Wells Fargo's WTPI Position: Q2 2026 in Review

Wells Fargo increased its WisdomTree Equity Premium Income Fund (WTPI) stake by 31,900% in Q2 2026, buying an estimated $10.5K and bringing the position to 320 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #6063.

Wells Fargo first reported a position in WTPI in Q2 2021 and has held it in 20 quarters since. The position peaked at $197K in Q4 2024. 86 funds tracked by Wall St. Rank hold WTPI as of Q2 2026.

Wells Fargo held 320 shares of WisdomTree Equity Premium Income Fund worth $10.5K as of Q2 2026.
Wells Fargo bought 319 WisdomTree Equity Premium Income Fund shares in Q2 2026, an estimated $10.5K.
WisdomTree Equity Premium Income Fund made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #6063 holding.
Wells Fargo first reported a position in WisdomTree Equity Premium Income Fund in Q2 2021 and has held it in 20 quarters since.
Wells Fargo's WisdomTree Equity Premium Income Fund position peaked at $197K in Q4 2024.
86 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.