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
2025 Q3	$224K	Sell
2025 Q2	$218K	Buy
2025 Q1	$200K	Sell
2024 Q4	$218K	Buy