Kayne Anderson Rudnick Investment Management
WTPI

Kayne Anderson Rudnick Investment Management’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Kayne Anderson Rudnick Investment 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
2024
Q2 		– Sell
-625
Closed -$20.8K – 1020
2024
Q1 		$20.8K Hold
625
– – ﹤0.01% 587
2023
Q4 		$19.9K Buy
+625
New +$19.4K ﹤0.01% 576

Other funds holding WTPI

CCM
Crabel Capital Management Los Angeles, California $10.8M AUM 3.34% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
OWM
Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return
CSPAM
Cary Street Partners Asset Management Richmond, Virginia $759M AUM 25.15% 1-Year Est. Return
S4W
Solutions 4 Wealth Southlake, Texas $77.5M AUM 17.3% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's WTPI Position: Q2 2024 in Review

Kayne Anderson Rudnick Investment Management sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q2 2024, closing a stake of 625 shares — an estimated $20.8K sold.

Kayne Anderson Rudnick Investment Management first reported a position in WTPI in Q4 2023 and held it in 2 quarters. The position peaked at $20.8K in Q1 2024. 49 funds tracked by Wall St. Rank hold WTPI as of Q2 2024.

  • Kayne Anderson Rudnick Investment Management reported no remaining WisdomTree Equity Premium Income Fund position as of Q2 2024 after selling out during the quarter.
  • Kayne Anderson Rudnick Investment Management sold 625 WisdomTree Equity Premium Income Fund shares in Q2 2024, an estimated $20.8K.
  • Kayne Anderson Rudnick Investment Management first reported a position in WisdomTree Equity Premium Income Fund in Q4 2023 and held it in 2 quarters.
  • Kayne Anderson Rudnick Investment Management's WisdomTree Equity Premium Income Fund position peaked at $20.8K in Q1 2024.
  • 49 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2024.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q2 2024, filed 13 Aug 2024.