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Home > Institutional Investor > Wt Wealth Management > Profile

Instuitional Investor - Wt Wealth Management

Fund Profile
Filing Period:
Fund Name: Wt Wealth Management
Portfolio Value $347,461,667
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,221,301 $31,399,656 9.04%
2.
Etfs Gold Tr
 468,793 $17,251,278 4.96%
3.
Janus Detroit Str Tr
 248,403 $12,613,880 3.63%
4.
Nvidia Corp
 NVDA 63,389 $11,827,110 3.4%
5.
Janus Detroit Str Tr - B-BBB CLO ETF
 232,223 $11,186,202 3.22%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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