CUSIP 97717X560EQUITY PREMIUMWTPIQ4 2025
Aggregate 13F value by quarter
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83 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 1.03M | $33.93M | +748.5K | Added |
| 2 | Morgan Stanley | 656.5K | $21.68M | +162.8K | Added |
| 3 | Cary Street Partners Financial LLC | 303.0K | $10.00M | −707.0K | Reduced |
| 4 | Castle Wealth Management LLC | 269.9K | $8.91M |
| +7.4K |
| Added |
| 5 | Granite Bay Wealth Management, LLC | 265.5K | $8.77M | +31.2K | Added |
| 6 | Trust Point Inc. | 228.6K | $7.55M | −1.1K | Reduced |
| 7 | Solutions 4 Wealth, Ltd | 187.0K | $6.17M | +64 | Added |
| 8 | Cetera Investment Advisers | 166.9K | $5.51M | −6.5K | Reduced |
| 9 | Compass Financial Services Inc | 147.8K | $4.88M | +12.0K | Added |
| 10 | Central Trust Co | 125.3K | $4.14M | +9.3K | Added |
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