Truist Financial
WTPI icon

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

Truist 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
2024
Q1 		– Sell
-6,820
Closed -$216K – 2763
2023
Q4 		$216K Buy
+6,820
New +$212K ﹤0.01% 2468

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TPI
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SIM
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AC
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Raymond James Trust
Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return
OWM
Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return
Central Trust Company
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cetera Advisor Networks
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Truist Financial's WTPI Position: Q1 2024 in Review

Truist Financial sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q1 2024, closing a stake of 6,820 shares — an estimated $216K sold.

Truist Financial first reported a position in WTPI in Q4 2023 and held it in 1 quarter. The position peaked at $216K in Q4 2023. 45 funds tracked by Wall St. Rank hold WTPI as of Q1 2024.

  • Truist Financial reported no remaining WisdomTree Equity Premium Income Fund position as of Q1 2024 after selling out during the quarter.
  • Truist Financial sold 6,820 WisdomTree Equity Premium Income Fund shares in Q1 2024, an estimated $216K.
  • Truist Financial first reported a position in WisdomTree Equity Premium Income Fund in Q4 2023 and held it in 1 quarter.
  • Truist Financial's WisdomTree Equity Premium Income Fund position peaked at $216K in Q4 2023.
  • 45 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q1 2024.

Based on Truist Financial's 13F filing for Q1 2024, filed 13 May 2024.