Avidian Wealth Enterprises’s Select Water Solutions WTTR Stock Holding History

Avidian Wealth Enterprises’s Portfolio WTTR Stock Details WTTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-19,998	Closed	-$173K	–	604
2025 Q2	$173K	Sell	19,998 -7,500	-27%	-$64.7K	0.01%	538
2025 Q1	$289K	Buy	+27,498	New	+$334K	0.01%	428
2024 Q3	–	Sell	-12,494	Closed	-$134K	–	536
2024 Q2	$134K	Buy	+12,494	New	+$123K	0.01%	486

Other funds holding WTTR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

CPI

Crestview Partners II New York $341M AUM 17.29% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

WCCM

Webs Creek Capital Management Dallas, Texas $578M AUM 79.84% 1-Year Est. Return

Avidian Wealth Enterprises's WTTR Position: Q3 2025 in Review

Avidian Wealth Enterprises sold out of Select Water Solutions (WTTR) in Q3 2025, closing a stake of 19,998 shares — an estimated $173K sold.

Avidian Wealth Enterprises first reported a position in WTTR in Q2 2024 and held it in 3 quarters. The position peaked at $289K in Q1 2025. 210 funds tracked by Wall St. Rank hold WTTR as of Q3 2025.

Avidian Wealth Enterprises reported no remaining Select Water Solutions position as of Q3 2025 after selling out during the quarter.
Avidian Wealth Enterprises sold 19,998 Select Water Solutions shares in Q3 2025, an estimated $173K.
Avidian Wealth Enterprises first reported a position in Select Water Solutions in Q2 2024 and held it in 3 quarters.
Avidian Wealth Enterprises's Select Water Solutions position peaked at $289K in Q1 2025.
210 funds tracked by Wall St. Rank held Select Water Solutions as of Q3 2025.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2025, filed 30 Oct 2025.