WLTG ETF OPPORTUNITIES TRUST
FollowWEALTHTRUST DBS (fund)
12 managers (12 13F filers) reported a position in WLTG shares at 2026-06-30, 1,755,536 shares in all. 3 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 12
- 13F filers
- 12
- New
- 3
- Added
- 4
- Reduced
- 5
- Sold out
- 0
- Shares held by filers
- 1,755,536
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q2 2026
Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| WealthTrust Asset Management, LLC | 1,334,759 | $50M | 27.06% | +541 | 13F-HRTimeline |
| Simplicity Wealth,LLC | 210,886 | $7.9M | 0.27% | +13,305 | 13F-HRTimeline |
| NEW WAVE WEALTH ADVISORS LLC | 135,353 | $5.07M | 1.38% | +44,094 | 13F-HR/ATimeline |
| Expressive Wealth LLC | 26,398 | $989K | 0.93% | -35 | 13F-HRTimeline |
| GTS SECURITIES LLC | 9,665 | $362K | 0.01% | -8,219 | 13F-HRTimeline |
| Atria Investments, Inc | 9,208 | $345K | <0.01% | -2,260 | 13F-HRTimeline |
| Advisors Preferred, LLCin group Advisors Preferred, LLC | 8,299 | $309K | 0.05% | new | 13F-HRTimelineGroup |
| MGO ONE SEVEN LLC | 7,181 | $269K | <0.01% | +568 | 13F-HRTimeline |
| SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO… | 6,795 | $255K | <0.01% | new | 13F-HRTimelineGroup |
| Summit Financial, LLC | 6,571 | $246K | <0.01% | -1,594 | 13F-HRTimeline |
| JPMORGAN CHASE & COin group JPMORGAN CHASE & CO | 253 | $9.4K | <0.01% | -4,565 | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 168 | $6.29K | <0.01% | new | 13F-HRTimelineGroup |