CWM
WTPI

Curi Wealth Management’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Curi Wealth Management’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
2021
Q1 		– Sell
-2,972
Closed -$84K – 516
2020
Q4 		$84K Buy
+2,972
New +$82.3K 0.06% 121

Other funds holding WTPI

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CCM
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SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
RF
RHS Financial San Francisco, California $211M AUM 20.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return
OWM
Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Curi Wealth Management's WTPI Position: Q1 2021 in Review

Curi Wealth Management sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q1 2021, closing a stake of 2,972 shares — an estimated $84K sold.

Curi Wealth Management first reported a position in WTPI in Q4 2020 and held it in 1 quarter. The position peaked at $84K in Q4 2020. 39 funds tracked by Wall St. Rank hold WTPI as of Q1 2021.

  • Curi Wealth Management reported no remaining WisdomTree Equity Premium Income Fund position as of Q1 2021 after selling out during the quarter.
  • Curi Wealth Management sold 2,972 WisdomTree Equity Premium Income Fund shares in Q1 2021, an estimated $84K.
  • Curi Wealth Management first reported a position in WisdomTree Equity Premium Income Fund in Q4 2020 and held it in 1 quarter.
  • Curi Wealth Management's WisdomTree Equity Premium Income Fund position peaked at $84K in Q4 2020.
  • 39 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q1 2021.

Based on Curi Wealth Management's 13F filing for Q1 2021, filed 29 Apr 2021.