Western Wealth Management’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Western Wealth 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	–	Sell	-15,821	Closed	-$505K	–	1055
2026 Q1	$505K	Buy	+15,821	New	+$525K	0.02%	642

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

Western Wealth Management's WTPI Position: Q2 2026 in Review

Western Wealth Management sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q2 2026, closing a stake of 15,821 shares — an estimated $505K sold.

Western Wealth Management first reported a position in WTPI in Q1 2026 and held it in 1 quarter. The position peaked at $505K in Q1 2026. 85 funds tracked by Wall St. Rank hold WTPI as of Q2 2026.

Western Wealth Management reported no remaining WisdomTree Equity Premium Income Fund position as of Q2 2026 after selling out during the quarter.
Western Wealth Management sold 15,821 WisdomTree Equity Premium Income Fund shares in Q2 2026, an estimated $505K.
Western Wealth Management first reported a position in WisdomTree Equity Premium Income Fund in Q1 2026 and held it in 1 quarter.
Western Wealth Management's WisdomTree Equity Premium Income Fund position peaked at $505K in Q1 2026.
85 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2026.

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