Mach-1 Financial Group’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Mach-1 Financial Group’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
2022 Q4	–	Sell	-141	Closed	-$4K	–	495
2022 Q3	$4K	Hold	141	–	–	﹤0.01%	298
2022 Q2	$4K	Sell	141 -78	-36%	-$2.6K	﹤0.01%	326
2022 Q1	$7K	Hold	219	–	–	﹤0.01%	146
2021 Q4	$7K	Buy	+219	New	+$7.4K	﹤0.01%	147
2021 Q3	–	Sell	-229	Closed	-$7K	–	143
2021 Q2	$7K	Buy	229 +23	+11%	+$709	0.01%	101
2021 Q1	$6K	Buy	206 +75	+57%	+$2.19K	﹤0.01%	133
2020 Q4	$3K	Buy	+131	New	+$3.63K	﹤0.01%	140

Other funds holding WTPI

CCM

Crabel Capital Management Los Angeles, California $10.8M AUM 3.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

GWSA

Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

RJT

Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return

CSPAM

Cary Street Partners Asset Management Richmond, Virginia $759M AUM 25.15% 1-Year Est. Return

Mach-1 Financial Group's WTPI Position: Q4 2022 in Review

Mach-1 Financial Group sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q4 2022, closing a stake of 141 shares — an estimated $4K sold.

Mach-1 Financial Group first reported a position in WTPI in Q4 2020 and held it in 7 quarters. The position peaked at $7K in Q1 2022. 39 funds tracked by Wall St. Rank hold WTPI as of Q4 2022.

Mach-1 Financial Group reported no remaining WisdomTree Equity Premium Income Fund position as of Q4 2022 after selling out during the quarter.
Mach-1 Financial Group sold 141 WisdomTree Equity Premium Income Fund shares in Q4 2022, an estimated $4K.
Mach-1 Financial Group first reported a position in WisdomTree Equity Premium Income Fund in Q4 2020 and held it in 7 quarters.
Mach-1 Financial Group's WisdomTree Equity Premium Income Fund position peaked at $7K in Q1 2022.
39 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q4 2022.

Based on Mach-1 Financial Group's 13F filing for Q4 2022, filed 2 Feb 2023.