JCM
WTPI

Jacobi Capital Management’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Jacobi Capital 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
2020
Q4 		– Sell
-9
Closed – – 1384
2020
Q3 		$0 Buy
+9
New +$235 ﹤0.01% 1319

Other funds holding WTPI

LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
CCM
Crabel Capital Management Los Angeles, California $10.8M AUM 3.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jacobi Capital Management's WTPI Position: Q4 2020 in Review

Jacobi Capital Management sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q4 2020, closing a stake of 9 shares.

Jacobi Capital Management first reported a position in WTPI in Q3 2020 and held it in 1 quarter. The position peaked at $0 in Q3 2020. 38 funds tracked by Wall St. Rank hold WTPI as of Q4 2020.

  • Jacobi Capital Management reported no remaining WisdomTree Equity Premium Income Fund position as of Q4 2020 after selling out during the quarter.
  • Jacobi Capital Management sold 9 WisdomTree Equity Premium Income Fund shares in Q4 2020.
  • Jacobi Capital Management first reported a position in WisdomTree Equity Premium Income Fund in Q3 2020 and held it in 1 quarter.
  • Jacobi Capital Management's WisdomTree Equity Premium Income Fund position peaked at $0 in Q3 2020.
  • 38 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q4 2020.

Based on Jacobi Capital Management's 13F filing for Q4 2020, filed 8 Feb 2021.