KWM
WTPI

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

Kingsview 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
Q4 		– Sell
-25,227
Closed -$821K – 1053
2021
Q3 		$821K Buy
+25,227
New +$818K 0.04% 422
2018
Q4 		– Sell
-26,611
Closed -$815K – 454
2018
Q3 		$815K Buy
+26,611
New +$807K 0.17% 170

Other funds holding WTPI

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
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $153M AUM 15.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJT
Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return

Kingsview Wealth Management's WTPI Position: Q4 2021 in Review

Kingsview Wealth Management sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q4 2021, closing a stake of 25,227 shares — an estimated $821K sold.

Kingsview Wealth Management first reported a position in WTPI in Q3 2018 and held it in 2 quarters. The position peaked at $821K in Q3 2021. 42 funds tracked by Wall St. Rank hold WTPI as of Q4 2021.

  • Kingsview Wealth Management reported no remaining WisdomTree Equity Premium Income Fund position as of Q4 2021 after selling out during the quarter.
  • Kingsview Wealth Management sold 25,227 WisdomTree Equity Premium Income Fund shares in Q4 2021, an estimated $821K.
  • Kingsview Wealth Management first reported a position in WisdomTree Equity Premium Income Fund in Q3 2018 and held it in 2 quarters.
  • Kingsview Wealth Management's WisdomTree Equity Premium Income Fund position peaked at $821K in Q3 2021.
  • 42 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q4 2021.

Based on Kingsview Wealth Management's 13F filing for Q4 2021, filed 17 Feb 2022.