§ 13F · FUND PROFILE
WT Wealth Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $347M (13F)Positions · 139Turnover · — · Q1Filed · Apr 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$25M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SCHB | SCHWAB STRATEGIC TR | 1.17M | $29M | 8.8% | −2% |
| 2 | SGOL | ETFS GOLD TR | 427K | $19M | 5.7% | −6% |
| 3 | USFR | WISDOMTREE TR | 221K | $11M | 3.3% | +12% |
| 4 | NVDA | NVIDIA CORPORATION | 61K | $11M | 3.2% | −2% |
| 5 | JAAA | JANUS DETROIT STR TR | 208K | $10M | 3.1% | −8% |
| 6 | GOOG | ALPHABET INC | 34K | $10M | 2.9% | −5% |
| 7 | SMH | VANECK ETF TRUST | 23K | $9M | 2.7% | +1% |
| 8 | AMZN | AMAZON COM INC | 40K | $8M | 2.5% | +2% |
| 9 | ICSH | ISHARES TR | 163K | $8M | 2.4% | +87% |
| 10 | SCHI | SCHWAB STRATEGIC TR | 341K | $8M | 2.3% | −5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WT SIGNAL
AC read
WT Wealth Management is a Other fund managing $347 million in assets. The fund runs a portfolio of 139 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed