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Wisdomtree Cboe S&p 500 Putwri shares owned by SWAN Capital

Quarter-by-quarter ownership of Wisdomtree Cboe S&p 500 Putwri (WTPI) shares owned by SWAN Capital from 13F filings

Historical chart of SWAN Capital investment in Wisdomtree Cboe S&p 500 Putwri

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Cboe S&p 500 Putwri held by SWAN Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Cboe S&p 500 Putwri by SWAN Capital

Quarter filed Position value Share count Share price at filing
2026-03-31 $15k 466 31.91

More positions owned by SWAN Capital

Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Pfd And Incm Sec (PFF)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard World Energy Etf (VDE)
Vanguard World Utilities Etf (VPU)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Vanguard World Inf Tech Etf (VGT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)

View all positions for SWAN Capital

Top funds holding Wisdomtree Cboe S&p 500 Putwri

LPL Financial
Granite Bay Wealth Management
Morgan Stanley
Cary Street Partners Financial
Castle Wealth Management
WealthPlan Investment Management
Raymond James Financial
Solutions 4 Wealth
Cetera Investment Advisers
Alpine Bank Wealth Management
Compass Financial Services
Kestra Advisory Services
Central Trust & Investment
Opes Wealth Management
Private Capital Management

View all funds holding Wisdomtree Cboe S&p 500 Putwri