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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$218K Buy
6,801
+353
+5% +$11.3K 0.17% 19
2025
Q1 		$200K Sell
6,448
-152
-2% -$4.72K 0.17% 19
2024
Q4 		$218K Buy
+6,600
New +$218K 0.18% 19