RCM
WTPI

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 $10.8M AUM 3.34% 1-Year Est. Return
Royal Bank of Canada
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
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

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.