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Baldwin Wealth Partners’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Baldwin Wealth Partners’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
2024
Q4 		– Sell
-15,829
Closed -$524K – 1076
2024
Q3 		$524K Buy
+15,829
New +$523K 0.04% 189

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GBWM
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Raymond James Financial
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
S4W
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AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OWM
Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return

Baldwin Wealth Partners's WTPI Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q4 2024, closing a stake of 15,829 shares — an estimated $524K sold.

Baldwin Wealth Partners first reported a position in WTPI in Q3 2024 and held it in 1 quarter. The position peaked at $524K in Q3 2024. 59 funds tracked by Wall St. Rank hold WTPI as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining WisdomTree Equity Premium Income Fund position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 15,829 WisdomTree Equity Premium Income Fund shares in Q4 2024, an estimated $524K.
  • Baldwin Wealth Partners first reported a position in WisdomTree Equity Premium Income Fund in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's WisdomTree Equity Premium Income Fund position peaked at $524K in Q3 2024.
  • 59 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.