Triumph Capital Management
WTPI icon

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
Q3 		$45.9K Hold
1,400
– – 0.01% 728
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

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WealthPlan Investment Management
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Solutions 4 Wealth
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Castle Wealth Management
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Compass Financial Services
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Central Trust Company
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US Bancorp
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Triumph Capital Management's WTPI Position: Q3 2026 in Review

Triumph Capital Management held its WisdomTree Equity Premium Income Fund (WTPI) position steady in Q3 2026 at 1,400 shares worth $45.9K. The position accounts for 0.01% of the portfolio, ranked #728.

Triumph Capital Management first reported a position in WTPI in Q4 2025 and has held it in 4 quarters since. The position peaked at $46.2K in Q4 2025. 68 funds tracked by Wall St. Rank hold WTPI as of Q3 2026.

  • Triumph Capital Management held 1,400 shares of WisdomTree Equity Premium Income Fund worth $45.9K as of Q3 2026.
  • Triumph Capital Management left its WisdomTree Equity Premium Income Fund share count unchanged in Q3 2026.
  • WisdomTree Equity Premium Income Fund made up 0.01% of Triumph Capital Management's portfolio in Q3 2026, its #728 holding.
  • Triumph Capital Management first reported a position in WisdomTree Equity Premium Income Fund in Q4 2025 and has held it in 4 quarters since.
  • Triumph Capital Management's WisdomTree Equity Premium Income Fund position peaked at $46.2K in Q4 2025.
  • 68 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.