Citadel Advisors
WTPI

Citadel Advisors’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Citadel Advisors’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
-8,700
Closed -$287K – 14683
2025
Q4 		$287K Buy
8,700
+800
+10% +$26.7K ﹤0.01% 10240
2025
Q3 		$263K Buy
+7,900
New +$258K ﹤0.01% 10652

Other funds holding WTPI

LPL Financial
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
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
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
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

Citadel Advisors's WTPI Position: Q2 2021 in Review

Citadel Advisors sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q2 2021, closing a stake of 36,081 shares — an estimated $1.09M sold.

Citadel Advisors first reported a position in WTPI in Q4 2016 and held it in 8 quarters. The position peaked at $1.78M in Q2 2019. 35 funds tracked by Wall St. Rank hold WTPI as of Q2 2021.

  • Citadel Advisors reported no remaining WisdomTree Equity Premium Income Fund position as of Q2 2021 after selling out during the quarter.
  • Citadel Advisors sold 36,081 WisdomTree Equity Premium Income Fund shares in Q2 2021, an estimated $1.09M.
  • Citadel Advisors first reported a position in WisdomTree Equity Premium Income Fund in Q4 2016 and held it in 8 quarters.
  • Citadel Advisors's WisdomTree Equity Premium Income Fund position peaked at $1.78M in Q2 2019.
  • 35 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2021.

Based on Citadel Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.