Ken Griffin’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Ken Griffin’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 Q2	–	Sell	-36,081	Closed	-$1.09M	–	14588
2021 Q1	$1.09M	Sell	36,081 -1,713	-5%	-$50.1K	﹤0.01%	7905
2020 Q4	$1.08M	Buy	+37,794	New	+$1.05M	﹤0.01%	6657
2019 Q4	–	Sell	-10,874	Closed	-$300K	–	9891
2019 Q3	$300K	Sell	10,874 -53,825	-83%	-$1.49M	﹤0.01%	7551
2019 Q2	$1.78M	Buy	64,699 +51,346	+385%	+$1.39M	﹤0.01%	4711
2019 Q1	$360K	Buy	+13,353	New	+$352K	﹤0.01%	7340
2018 Q2	–	Sell	-7,218	Closed	-$204K	–	9378
2018 Q1	$204K	Buy	+7,218	New	+$208K	﹤0.01%	7327
2017 Q2	–	Sell	-35,902	Closed	-$1.02M	–	8191
2017 Q1	$1.02M	Buy	35,902 +13,420	+60%	+$376K	﹤0.01%	3966
2016 Q4	$614K	Buy	+22,482	New	+$616K	﹤0.01%	4578

Other funds holding WTPI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

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 $338M AUM 18.79% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

S4W

Solutions 4 Wealth Southlake, Texas $77.5M AUM 17.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

ABWM

Alpine Bank Wealth Management Grand Junction, Colorado $779M AUM 19.75% 1-Year Est. Return

Ken Griffin's WTPI Position: Q2 2021 in Review

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

Ken Griffin 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.

Ken Griffin reported no remaining WisdomTree Equity Premium Income Fund position as of Q2 2021 after selling out during the quarter.
Ken Griffin sold 36,081 WisdomTree Equity Premium Income Fund shares in Q2 2021, an estimated $1.09M.
Ken Griffin first reported a position in WisdomTree Equity Premium Income Fund in Q4 2016 and held it in 8 quarters.
Ken Griffin'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.