TCM
WTPI

Triumph Capital Management’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Triumph Capital Management’s Portfolio WTPI Stock Details WTPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$45.9K Hold
1,400
– – 0.01% 699
2026
Q1 		$44.7K Hold
1,400
– – 0.01% 676
2025
Q4 		$46.2K Buy
+1,400
New +$46.7K 0.01% 640

Other funds holding WTPI

CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
RCP
Roan Capital Partners Johnson City, Tennessee $121M AUM
WCFP
White & Co Financial Planning Sunnyside, Washington $161M AUM 18.51% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Triumph Capital Management held its WisdomTree Equity Premium Income Fund (WTPI) position steady in Q2 2026 at 1,400 shares worth $45.9K. The position accounts for 0.01% of the portfolio, ranked #699.

Triumph Capital Management first reported a position in WTPI in Q4 2025 and has held it in 3 quarters since. The position peaked at $46.2K in Q4 2025. 11 funds tracked by Wall St. Rank hold WTPI as of Q2 2026.

  • Triumph Capital Management held 1,400 shares of WisdomTree Equity Premium Income Fund worth $45.9K as of Q2 2026.
  • Triumph Capital Management left its WisdomTree Equity Premium Income Fund share count unchanged in Q2 2026.
  • WisdomTree Equity Premium Income Fund made up 0.01% of Triumph Capital Management's portfolio in Q2 2026, its #699 holding.
  • Triumph Capital Management first reported a position in WisdomTree Equity Premium Income Fund in Q4 2025 and has held it in 3 quarters since.
  • Triumph Capital Management's WisdomTree Equity Premium Income Fund position peaked at $46.2K in Q4 2025.
  • 11 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2026.

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