Private Capital Management (Florida)’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.38M Buy
2025
Q2
$2.87M Buy
2025
Q1
$2.72M Buy
2024
Q4
$2.06M Buy
2024
Q3
$1.61M Sell
2024
Q2
$1.63M Buy
2024
Q1
$1.61M Buy
2023
Q4
$1.08M Buy
2023
Q3
$940K Buy
2023
Q2
$857K Buy
2023
Q1
$540K Buy
2022
Q4
$382K Buy
2022
Q3
$379K Buy
2022
Q2
$383K Hold
2022
Q1
$421K Buy