WCG Wealth Advisors’s Ecofin Sustainable & Social Impact Term Fund TEAF Stock Holding History

WCG Wealth Advisors’s Portfolio TEAF Stock Details TEAF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-36,475	Closed	-$429K	–	515
2025 Q3	$429K	Sell	36,475 -300	-0.8%	-$3.61K	0.03%	306
2025 Q2	$450K	Buy	36,775 +17,715	+93%	+$203K	0.03%	303
2025 Q1	$217K	Buy	+19,060	New	+$228K	0.02%	281

WCG Wealth Advisors's TEAF Position: Q4 2025 in Review

WCG Wealth Advisors sold out of Ecofin Sustainable & Social Impact Term Fund (TEAF) in Q4 2025, closing a stake of 36,475 shares — an estimated $429K sold.

WCG Wealth Advisors first reported a position in TEAF in Q1 2025 and held it in 3 quarters. The position peaked at $450K in Q2 2025. 0 funds tracked by Wall St. Rank hold TEAF as of Q4 2025.

WCG Wealth Advisors reported no remaining Ecofin Sustainable & Social Impact Term Fund position as of Q4 2025 after selling out during the quarter.
WCG Wealth Advisors sold 36,475 Ecofin Sustainable & Social Impact Term Fund shares in Q4 2025, an estimated $429K.
WCG Wealth Advisors first reported a position in Ecofin Sustainable & Social Impact Term Fund in Q1 2025 and held it in 3 quarters.
WCG Wealth Advisors's Ecofin Sustainable & Social Impact Term Fund position peaked at $450K in Q2 2025.
0 funds tracked by Wall St. Rank held Ecofin Sustainable & Social Impact Term Fund as of Q4 2025.

Based on WCG Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.