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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 $336,359,449
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,173,635 $29,458,239 8.76%
2.
Etfs Gold Tr
 426,633 $19,036,345 5.66%
3.
Wisdomtree Tr
 221,260 $11,138,245 3.31%
4.
Nvidia Corp
 NVDA 61,494 $10,724,506 3.19%
5.
Janus Detroit Str Tr
 207,877 $10,470,767 3.11%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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