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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $1.09B AUM 22.93% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CWM

Castle Wealth Management West Palm Beach, Florida $338M AUM 18.79% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

S4W

Solutions 4 Wealth Southlake, Texas $77.5M AUM 17.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PFPG

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

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. 86 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.
86 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.