SFS
WTPI

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

Searcy Financial Services’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
Q1 		– Sell
-14,097
Closed -$359K – 19
2018
Q4 		$359K Buy
+14,097
New +$401K 0.46% 10

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RF
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Royal Bank of Canada
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CWM
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SWA
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SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
IDA
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Searcy Financial Services's WTPI Position: Q1 2019 in Review

Searcy Financial Services sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q1 2019, closing a stake of 14,097 shares — an estimated $359K sold.

Searcy Financial Services first reported a position in WTPI in Q4 2018 and held it in 1 quarter. The position peaked at $359K in Q4 2018. 50 funds tracked by Wall St. Rank hold WTPI as of Q1 2019.

  • Searcy Financial Services reported no remaining WisdomTree Equity Premium Income Fund position as of Q1 2019 after selling out during the quarter.
  • Searcy Financial Services sold 14,097 WisdomTree Equity Premium Income Fund shares in Q1 2019, an estimated $359K.
  • Searcy Financial Services first reported a position in WisdomTree Equity Premium Income Fund in Q4 2018 and held it in 1 quarter.
  • Searcy Financial Services's WisdomTree Equity Premium Income Fund position peaked at $359K in Q4 2018.
  • 50 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q1 2019.

Based on Searcy Financial Services's 13F filing for Q1 2019, filed 9 May 2019.