Citigroup
WTPI

Citigroup’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Citigroup’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
2022
Q1 		– Sell
-1
Closed – – 6660
2021
Q4 		$0 Hold
1
– – ﹤0.01% 6130
2021
Q3 		$0 Hold
1
– – ﹤0.01% 6376
2021
Q2 		$0 Hold
1
– – ﹤0.01% 6452
2021
Q1 		$0 Hold
1
– – ﹤0.01% 7586
2020
Q4 		$0 Buy
+1
New +$28 ﹤0.01% 7669

Other funds holding WTPI

CCM
Crabel Capital Management Los Angeles, California $10.8M AUM 3.34% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
RJT
Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return
OWM
Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Citigroup's WTPI Position: Q1 2022 in Review

Citigroup sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q1 2022, closing a stake of 1 share.

Citigroup first reported a position in WTPI in Q4 2020 and held it in 5 quarters. The position peaked at $0 in Q4 2021. 44 funds tracked by Wall St. Rank hold WTPI as of Q1 2022.

  • Citigroup reported no remaining WisdomTree Equity Premium Income Fund position as of Q1 2022 after selling out during the quarter.
  • Citigroup sold 1 WisdomTree Equity Premium Income Fund share in Q1 2022.
  • Citigroup first reported a position in WisdomTree Equity Premium Income Fund in Q4 2020 and held it in 5 quarters.
  • Citigroup's WisdomTree Equity Premium Income Fund position peaked at $0 in Q4 2021.
  • 44 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q1 2022.

Based on Citigroup's 13F filing for Q1 2022, filed 12 May 2022.