William Blair & Company’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

William Blair & Company’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 Q1	–	Sell	-18	Closed	-$600	–	2019
2025 Q4	$600	Buy	+18	New	+$600	﹤0.01%	1859
2021 Q3	–	Sell	-344	Closed	-$11K	–	1956
2021 Q2	$11K	Hold	344	–	–	﹤0.01%	1811
2021 Q1	$10K	Hold	344	–	–	﹤0.01%	1791
2020 Q4	$10K	Hold	344	–	–	﹤0.01%	1748
2020 Q3	$9K	Hold	344	–	–	﹤0.01%	1638
2020 Q2	$9K	Hold	344	–	–	﹤0.01%	1601
2020 Q1	$8K	Buy	+344	New	+$9.19K	﹤0.01%	1579
2019 Q3	–	Sell	-100	Closed	-$3K	–	1768
2019 Q2	$3K	Buy	+100	New	+$2.71K	﹤0.01%	1700

Other funds holding WTPI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

CWM

Castle Wealth Management West Palm Beach, Florida $309M AUM 16.93% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

S4W

Solutions 4 Wealth Southlake, Texas $66.5M AUM 10.15% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

ABWM

Alpine Bank Wealth Management Grand Junction, Colorado $688M AUM 15.3% 1-Year Est. Return

William Blair & Company's WTPI Position: Q1 2026 in Review

William Blair & Company sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q1 2026, closing a stake of 18 shares — an estimated $600 sold.

William Blair & Company first reported a position in WTPI in Q2 2019 and held it in 8 quarters. The position peaked at $11K in Q2 2021. 89 funds tracked by Wall St. Rank hold WTPI as of Q1 2026.

William Blair & Company reported no remaining WisdomTree Equity Premium Income Fund position as of Q1 2026 after selling out during the quarter.
William Blair & Company sold 18 WisdomTree Equity Premium Income Fund shares in Q1 2026, an estimated $600.
William Blair & Company first reported a position in WisdomTree Equity Premium Income Fund in Q2 2019 and held it in 8 quarters.
William Blair & Company's WisdomTree Equity Premium Income Fund position peaked at $11K in Q2 2021.
89 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.