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WPG Advisers’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

WPG Advisers’s Portfolio BTZ Stock Details BTZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$66.5K Buy
6,503
+258
+4% +$2.63K 0.04% 252
2026
Q1 		$63.1K Buy
6,245
+662
+12% +$6.94K 0.05% 235
2025
Q4 		$60.5K Sell
5,583
-441
-7% -$4.83K 0.04% 253
2025
Q3 		$66.6K Sell
6,024
-169
-3% -$1.86K 0.05% 233
2025
Q2 		$67.6K Sell
6,193
-1,207
-16% -$12.7K 0.06% 219
2025
Q1 		$79.3K Buy
7,400
+2,420
+49% +$25.9K 0.07% 187
2024
Q4 		$52.1K Buy
+4,980
New +$54.2K 0.05% 277

Other funds holding BTZ

SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
EWL
Emissary Wealth LLC Hackensack, New Jersey $131M AUM
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
IWA
IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return

WPG Advisers's BTZ Position: Q2 2026 in Review

WPG Advisers increased its BlackRock Credit Allocation Income Trust (BTZ) stake by 4.1% in Q2 2026, buying an estimated $2.63K and bringing the position to 6,503 shares worth $66.5K. The position accounts for 0.04% of the portfolio, ranked #252.

WPG Advisers first reported a position in BTZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $79.3K in Q1 2025. 86 funds tracked by Wall St. Rank hold BTZ as of Q2 2026.

  • WPG Advisers held 6,503 shares of BlackRock Credit Allocation Income Trust worth $66.5K as of Q2 2026.
  • WPG Advisers bought 258 BlackRock Credit Allocation Income Trust shares in Q2 2026, an estimated $2.63K.
  • BlackRock Credit Allocation Income Trust made up 0.04% of WPG Advisers's portfolio in Q2 2026, its #252 holding.
  • WPG Advisers first reported a position in BlackRock Credit Allocation Income Trust in Q4 2024 and has held it in 7 quarters since.
  • WPG Advisers's BlackRock Credit Allocation Income Trust position peaked at $79.3K in Q1 2025.
  • 86 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2026.

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