JY
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Jeff Yass’s WealthTrust DBS Long Term Growth ETF WLTG Stock Holding History

Jeff Yass’s Portfolio WLTG Stock Details WLTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$255K Buy
+6,795
New +$250K ﹤0.01% 11421
2026
Q1 		– Sell
-9,146
Closed -$319K – 14229
2025
Q4 		$319K Buy
+9,146
New +$325K ﹤0.01% 9807

Other funds holding WLTG

WAM
WealthTrust Asset Management Destin, Florida $185M AUM 26.82% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
NWWA
New Wave Wealth Advisors Springdale, Arkansas $367M AUM 36.16% 1-Year Est. Return
EW
Expressive Wealth Chicago, Illinois $106M AUM
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $646M AUM 32.22% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jeff Yass's WLTG Position: Q2 2026 in Review

Jeff Yass opened a new position in WealthTrust DBS Long Term Growth ETF (WLTG) in Q2 2026: 6,795 shares worth $255K. The stake represents ﹤0.01% of the portfolio and ranks #11421 among its holdings. This is a return to the name: Jeff Yass previously reported a position in WLTG as recently as Q4 2025.

Jeff Yass first reported a position in WLTG in Q4 2025 and has held it in 2 quarters since. The position peaked at $319K in Q4 2025. 12 funds tracked by Wall St. Rank hold WLTG as of Q2 2026.

  • Jeff Yass held 6,795 shares of WealthTrust DBS Long Term Growth ETF worth $255K as of Q2 2026.
  • WealthTrust DBS Long Term Growth ETF was a new Jeff Yass position in Q2 2026.
  • WealthTrust DBS Long Term Growth ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #11421 holding.
  • Jeff Yass first reported a position in WealthTrust DBS Long Term Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • Jeff Yass's WealthTrust DBS Long Term Growth ETF position peaked at $319K in Q4 2025.
  • 12 funds tracked by Wall St. Rank held WealthTrust DBS Long Term Growth ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.