Mackenzie Financial
WTPI icon

Mackenzie Financial’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Mackenzie Financial’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
2019
Q2 		– Sell
-664,780
Closed -$17.9M – 1280
2019
Q1 		$17.9M Buy
664,780
+180
+0% +$4.75K 0.04% 287
2018
Q4 		$16.9M Buy
+664,600
New +$18.9M 0.04% 281

Other funds holding WTPI

CCM
Crabel Capital Management Los Angeles, California $137M AUM 4.21% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return
RF
RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
OWM
Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

Mackenzie Financial's WTPI Position: Q2 2019 in Review

Mackenzie Financial sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q2 2019, closing a stake of 664,780 shares — an estimated $17.9M sold.

Mackenzie Financial first reported a position in WTPI in Q4 2018 and held it in 2 quarters. The position peaked at $17.9M in Q1 2019. 48 funds tracked by Wall St. Rank hold WTPI as of Q2 2019.

  • Mackenzie Financial reported no remaining WisdomTree Equity Premium Income Fund position as of Q2 2019 after selling out during the quarter.
  • Mackenzie Financial sold 664,780 WisdomTree Equity Premium Income Fund shares in Q2 2019, an estimated $17.9M.
  • Mackenzie Financial first reported a position in WisdomTree Equity Premium Income Fund in Q4 2018 and held it in 2 quarters.
  • Mackenzie Financial's WisdomTree Equity Premium Income Fund position peaked at $17.9M in Q1 2019.
  • 48 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2019.

Based on Mackenzie Financial's 13F filing for Q2 2019, filed 14 Aug 2019.