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Integrated Wealth Concepts’s Select Water Solutions WTTR Stock Holding History

Integrated Wealth Concepts’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
Q2 		– Sell
-822
Closed -$8.63K – 2012
2025
Q1 		$8.63K Buy
+822
New +$9.97K ﹤0.01% 1730

Other funds holding WTTR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WCCM
Webs Creek Capital Management Dallas, Texas $578M AUM 79.84% 1-Year Est. Return
CPI
Crestview Partners II New York $341M AUM 17.29% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Integrated Wealth Concepts's WTTR Position: Q2 2025 in Review

Integrated Wealth Concepts sold out of Select Water Solutions (WTTR) in Q2 2025, closing a stake of 822 shares — an estimated $8.63K sold.

Integrated Wealth Concepts first reported a position in WTTR in Q1 2025 and held it in 1 quarter. The position peaked at $8.63K in Q1 2025. 228 funds tracked by Wall St. Rank hold WTTR as of Q2 2025.

  • Integrated Wealth Concepts reported no remaining Select Water Solutions position as of Q2 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 822 Select Water Solutions shares in Q2 2025, an estimated $8.63K.
  • Integrated Wealth Concepts first reported a position in Select Water Solutions in Q1 2025 and held it in 1 quarter.
  • Integrated Wealth Concepts's Select Water Solutions position peaked at $8.63K in Q1 2025.
  • 228 funds tracked by Wall St. Rank held Select Water Solutions as of Q2 2025.

Based on Integrated Wealth Concepts's 13F filing for Q2 2025, filed 14 Aug 2025.