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Trinity Cap shares owned by Whipplewood Advisors

Quarter-by-quarter ownership of Trinity Cap (TRIN) shares owned by Whipplewood Advisors from 13F filings

Historical chart of Whipplewood Advisors investment in Trinity Cap

Tip: Access up to 7 years of quarterly data

All positions including Trinity Cap held by Whipplewood Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Trinity Cap by Whipplewood Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $415k 28k 14.65

More positions owned by Whipplewood Advisors

Janus Detroit Str Tr Exchange Traded Fund (JAAA)
Innovator Etfs Trust Exchange Traded Fund (BALT)
Tesla Common / Ordinary Stock (TSLA)
Western Asset Premier Bd Closed-end Fund (WEA)
Vanguard Specialized Funds Exchange Traded Fund (VIG)
First Tr Exchange-traded Exchange Traded Fund (RDVI)
Apple Common / Ordinary Stock (AAPL)
Vanguard Intl Equity Index F Exchange Traded Fund (VT)
Ishares Tr Exchange Traded Fund (MTUM)
Ark Etf Tr Exchange Traded Fund (ARKK)
Vanguard Whitehall Fds Exchange Traded Fund (VIGI)
Vanguard Tax-managed Fds Exchange Traded Fund (VEA)
Schwab Strategic Tr Exchange Traded Fund (FNDF)
J P Morgan Exchange Traded F Exchange Traded Fund (JEPQ)
J P Morgan Exchange Traded F Exchange Traded Fund (JEPI)

View all positions for Whipplewood Advisors

Top funds holding Trinity Cap

Van Eck Associates Corp.
Rockefeller Capital Management
Melia Wealth
UBS Group
Invesco
Two Sigma Investments
Sound Income Strategies
Emerald Advisers
Franklin Resources
Two Sigma Advisers
Emerald Mutual Fund Advisers, Trust
Ares Management
BlackRock
Marshall Wace
Stifel Financial

View all funds holding Trinity Cap