§ EQUITY
USDWLTG
WEALTHTRUST DBS LNG TRM GRW
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
7 increased/new, 5 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| WealthTrust Asset Management, LLC | 1.3M | 27.0% | +8% |
| Simplicity Wealth,LLC | 198K | 0.4% | −12% |
| NEW WAVE WEALTH ADVISORS LLC | 91K | 1.1% | +2% |
| Expressive Wealth LLC | 26K | 0.9% | −16% |
| GTS SECURITIES LLC | 18K | 0.0% | n/a |
| Atria Investments, Inc | 11K | 0.0% | +12% |
◇ AC INTELLIGENCE
Top institutional owners for WLTG as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER98.7% · 8 holders
DEALER / BANK1.3% · 2 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for WLTG in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention WLTG yet.