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Triumph Capital Management’s WisdomTree Efficient Gold Plus Equity Strategy Fund GDE Stock Holding History

Triumph Capital Management’s Portfolio GDE Stock Details GDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20K Hold
328
– – ﹤0.01% 938
2026
Q1 		$20.6K Sell
328
-100
-23% -$6.79K ﹤0.01% 883
2025
Q4 		$26.4K Buy
+428
New +$25.7K 0.01% 787

Other funds holding GDE

MCM
Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return
ABWM
Alpine Bank Wealth Management Grand Junction, Colorado $779M AUM 19.75% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
MA
McGrath & Associates Asheville, North Carolina $76.8M AUM 22.42% 1-Year Est. Return
SWM
Stapp Wealth Management Olympia, Washington $76.5M AUM 21.17% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MPW
Magnolia Private Wealth Philadelphia, Pennsylvania $182M AUM 21.95% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Triumph Capital Management's GDE Position: Q2 2026 in Review

Triumph Capital Management held its WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) position steady in Q2 2026 at 328 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #938.

Triumph Capital Management first reported a position in GDE in Q4 2025 and has held it in 3 quarters since. The position peaked at $26.4K in Q4 2025. 72 funds tracked by Wall St. Rank hold GDE as of Q2 2026.

  • Triumph Capital Management held 328 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $20K as of Q2 2026.
  • Triumph Capital Management left its WisdomTree Efficient Gold Plus Equity Strategy Fund share count unchanged in Q2 2026.
  • WisdomTree Efficient Gold Plus Equity Strategy Fund made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #938 holding.
  • Triumph Capital Management first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q4 2025 and has held it in 3 quarters since.
  • Triumph Capital Management's WisdomTree Efficient Gold Plus Equity Strategy Fund position peaked at $26.4K in Q4 2025.
  • 72 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.