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WPG Advisers’s BlackRock ESG Capital Allocation Term Trust ECAT Stock Holding History

WPG Advisers’s Portfolio ECAT Stock Details ECAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.2K Sell
904
-4
-0.4% -$60 0.01% 656
2026
Q1 		$12.3K Buy
908
+70
+8% +$1.05K 0.01% 609
2025
Q4 		$12.9K Sell
838
-288
-26% -$4.62K 0.01% 632
2025
Q3 		$18.5K Sell
1,126
-214
-16% -$3.52K 0.01% 517
2025
Q2 		$21.5K Sell
1,340
-197
-13% -$3.06K 0.02% 475
2025
Q1 		$24.2K Buy
1,537
+847
+123% +$14K 0.02% 429
2024
Q4 		$11.3K Buy
+690
New +$12K 0.01% 590

Other funds holding ECAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WPG Advisers's ECAT Position: Q2 2026 in Review

WPG Advisers reduced its BlackRock ESG Capital Allocation Term Trust (ECAT) stake by 0.44% in Q2 2026, selling an estimated $60 and leaving 904 shares worth $14.2K. The position accounts for 0.01% of the portfolio, ranked #656.

WPG Advisers first reported a position in ECAT in Q4 2024 and has held it in 7 quarters since. The position peaked at $24.2K in Q1 2025. 41 funds tracked by Wall St. Rank hold ECAT as of Q2 2026.

  • WPG Advisers held 904 shares of BlackRock ESG Capital Allocation Term Trust worth $14.2K as of Q2 2026.
  • WPG Advisers sold 4 BlackRock ESG Capital Allocation Term Trust shares in Q2 2026, an estimated $60.
  • BlackRock ESG Capital Allocation Term Trust made up 0.01% of WPG Advisers's portfolio in Q2 2026, its #656 holding.
  • WPG Advisers first reported a position in BlackRock ESG Capital Allocation Term Trust in Q4 2024 and has held it in 7 quarters since.
  • WPG Advisers's BlackRock ESG Capital Allocation Term Trust position peaked at $24.2K in Q1 2025.
  • 41 funds tracked by Wall St. Rank held BlackRock ESG Capital Allocation Term Trust as of Q2 2026.

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