EMG
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ETF Managers Group’s White Mountains Insurance WTM Stock Holding History

ETF Managers Group’s Portfolio WTM Stock Details WTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-282
Closed -$347K – 826
2022
Q2 		$347K Buy
+282
New +$328K 0.01% 581
2020
Q2 		– Sell
-297
Closed -$270K – 709
2020
Q1 		$270K Buy
297
+28
+10% +$29K 0.01% 335
2019
Q4 		$301K Buy
269
+64
+31% +$69.8K 0.01% 383
2019
Q3 		$219K Sell
205
-2
-1% -$2.13K 0.01% 376
2019
Q2 		$210K Buy
207
+33
+19% +$31.7K 0.01% 364
2019
Q1 		$161K Buy
174
+17
+11% +$15.4K 0.01% 369
2018
Q4 		$135K Buy
157
+21
+15% +$18.7K 0.01% 366
2018
Q3 		$127K Buy
+136
New +$126K ﹤0.01% 360
2018
Q2 		– Sell
-80
Closed -$65K – 602
2018
Q1 		$65K Buy
80
+10
+14% +$8.26K ﹤0.01% 480
2017
Q4 		$59K Buy
70
+10
+17% +$8.74K ﹤0.01% 488
2017
Q3 		$51K Buy
60
+5
+9% +$4.3K ﹤0.01% 399
2017
Q2 		$48K Buy
+55
New +$47.7K ﹤0.01% 442
2016
Q1 		$31K Buy
+35
New +$26.2K 0.02% 331

Other funds holding WTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return