WA
BTX icon

WPG Advisers’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

WPG Advisers’s Portfolio BTX Stock Details BTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$64.9K Buy
7,185
+130
+2% +$1.08K 0.04% 255
2026
Q1 		$46.6K Buy
7,055
+2,509
+55% +$16.6K 0.03% 296
2025
Q4 		$30K Buy
4,546
+2,506
+123% +$16.9K 0.02% 409
2025
Q3 		$13.7K Sell
2,040
-748
-27% -$5.34K 0.01% 608
2025
Q2 		$20.5K Sell
2,788
-23
-0.8% -$152 0.02% 485
2025
Q1 		$17.6K Buy
2,811
+1,683
+149% +$12.5K 0.02% 500
2024
Q4 		$8.39K Buy
+1,128
New +$8.68K 0.01% 681

Other funds holding BTX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM

WPG Advisers's BTX Position: Q2 2026 in Review

WPG Advisers increased its BlackRock Technology and Private Equity Term Trust (BTX) stake by 1.8% in Q2 2026, buying an estimated $1.08K and bringing the position to 7,185 shares worth $64.9K. The position accounts for 0.04% of the portfolio, ranked #255.

WPG Advisers first reported a position in BTX in Q4 2024 and has held it in 7 quarters since. 119 funds tracked by Wall St. Rank hold BTX as of Q2 2026.

  • WPG Advisers held 7,185 shares of BlackRock Technology and Private Equity Term Trust worth $64.9K as of Q2 2026.
  • WPG Advisers bought 130 BlackRock Technology and Private Equity Term Trust shares in Q2 2026, an estimated $1.08K.
  • BlackRock Technology and Private Equity Term Trust made up 0.04% of WPG Advisers's portfolio in Q2 2026, its #255 holding.
  • WPG Advisers first reported a position in BlackRock Technology and Private Equity Term Trust in Q4 2024 and has held it in 7 quarters since.
  • 119 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.