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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

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.01% 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. 155 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.
  • 155 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.