WCFP
WTPI

White & Co Financial Planning’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

White & Co Financial Planning’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 		$218K Buy
6,638
+347
+6% +$11.4K 0.13% 20
2026
Q1 		$201K Sell
6,291
-399
-6% -$13.2K 0.14% 20
2025
Q4 		$221K Sell
6,690
-29
-0.4% -$967 0.17% 19
2025
Q3 		$224K Sell
6,719
-82
-1% -$2.68K 0.17% 19
2025
Q2 		$218K Buy
6,801
+353
+5% +$11K 0.17% 19
2025
Q1 		$200K Sell
6,448
-152
-2% -$4.98K 0.17% 19
2024
Q4 		$218K Buy
+6,600
New +$222K 0.18% 19

Other funds holding WTPI

CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
RCP
Roan Capital Partners Johnson City, Tennessee $121M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

White & Co Financial Planning's WTPI Position: Q2 2026 in Review

White & Co Financial Planning increased its WisdomTree Equity Premium Income Fund (WTPI) stake by 5.5% in Q2 2026, buying an estimated $11.4K and bringing the position to 6,638 shares worth $218K. The position accounts for 0.13% of the portfolio, ranked #20.

White & Co Financial Planning first reported a position in WTPI in Q4 2024 and has held it in 7 quarters since. The position peaked at $224K in Q3 2025. 8 funds tracked by Wall St. Rank hold WTPI as of Q2 2026.

  • White & Co Financial Planning held 6,638 shares of WisdomTree Equity Premium Income Fund worth $218K as of Q2 2026.
  • White & Co Financial Planning bought 347 WisdomTree Equity Premium Income Fund shares in Q2 2026, an estimated $11.4K.
  • WisdomTree Equity Premium Income Fund made up 0.13% of White & Co Financial Planning's portfolio in Q2 2026, its #20 holding.
  • White & Co Financial Planning first reported a position in WisdomTree Equity Premium Income Fund in Q4 2024 and has held it in 7 quarters since.
  • White & Co Financial Planning's WisdomTree Equity Premium Income Fund position peaked at $224K in Q3 2025.
  • 8 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2026.

Based on White & Co Financial Planning's 13F filing for Q2 2026, filed 16 Jul 2026.