WLTG ETF OPPORTUNITIES TRUST
FollowWEALTHTRUST DBS (fund)
11 managers (11 13F filers) reported a position in WLTG shares at 2025-12-31, 1,620,977 shares in all. 6 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 11
- 13F filers
- 11
- New
- 6
- Added
- 4
- Reduced
- 0
- Sold out
- 1
- Shares held by filers
- 1,620,977
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, Q4 2025
Filers in the available 13F reports with a share position at 2025-12-31, 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 | 1,234,679 | $43M | 30.03% | +9,780 | 13F-HRTimeline |
| Simplicity Wealth,LLC | 223,797 | $7.79M | 0.46% | +18,870 | 13F-HRTimeline |
| NEW WAVE WEALTH ADVISORS LLC | 89,188 | $3.11M | 1.14% | +827 | 13F-HRTimeline |
| Expressive Wealth LLC | 31,382 | $1.09M | 1.18% | 13F-HRTimeline | |
| Atria Investments, Inc | 10,228 | $356K | <0.01% | new | 13F-HRTimeline |
| SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO… | 9,146 | $319K | <0.01% | new | 13F-HRTimelineGroup |
| Summit Financial, LLC | 8,658 | $302K | <0.01% | new | 13F-HRTimeline |
| MGO ONE SEVEN LLC | 6,992 | $244K | <0.01% | new | 13F-HRTimeline |
| Global Retirement Partners, LLC | 6,211 | $216K | <0.01% | +1,728 | 13F-HRTimeline |
| BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/ | 586 | $20.4K | <0.01% | new | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 110 | $3.83K | <0.01% | new | 13F-HRTimelineGroup |