Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Wt Wealth Management > Profile

Instuitional Investor - Wt Wealth Management

Fund Profile
Filing Period:
Fund Name: Wt Wealth Management
Portfolio Value $357,153,778
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 SCHD 1,133,417 $33,220,458 9.3%
2.
Etfs Gold Tr
 409,254 $16,189,473 4.53%
3.
Market Vectors Etf Trust
 GDX 20,872 $12,710,852 3.56%
4.
Janus Detroit Str Tr
 229,212 $11,467,452 3.21%
5.
Spdr Series Trust - ST TERM HIGH ETF
 463,977 $11,251,434 3.15%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

Subscribe Now

30 day money back guarantee. Cancel anytime.

Past performance does not guarantee future returns. Click to see how the portfolio is constructed.