Raleigh Capital Management’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Raleigh Capital 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
2022 Q4	–	Sell	-101	Closed	-$3K	–	905
2022 Q3	$3K	Sell	101 -2	-2%	-$64	﹤0.01%	619
2022 Q2	$3K	Sell	103 -6	-6%	-$200	﹤0.01%	520
2022 Q1	$4K	Sell	109 -56	-34%	-$1.9K	﹤0.01%	499
2021 Q4	$4K	Buy	+165	New	+$5.58K	﹤0.01%	256

Other funds holding WTPI

CCM

Crabel Capital Management Los Angeles, California $137M AUM 4.21% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

GWSA

Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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

Raleigh Capital Management's WTPI Position: Q4 2022 in Review

Raleigh Capital Management sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q4 2022, closing a stake of 101 shares — an estimated $3K sold.

Raleigh Capital Management first reported a position in WTPI in Q4 2021 and held it in 4 quarters. The position peaked at $4K in Q1 2022. 39 funds tracked by Wall St. Rank hold WTPI as of Q4 2022.

Raleigh Capital Management reported no remaining WisdomTree Equity Premium Income Fund position as of Q4 2022 after selling out during the quarter.
Raleigh Capital Management sold 101 WisdomTree Equity Premium Income Fund shares in Q4 2022, an estimated $3K.
Raleigh Capital Management first reported a position in WisdomTree Equity Premium Income Fund in Q4 2021 and held it in 4 quarters.
Raleigh Capital Management's WisdomTree Equity Premium Income Fund position peaked at $4K in Q1 2022.
39 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q4 2022.

Based on Raleigh Capital Management's 13F filing for Q4 2022, filed 7 Feb 2023.