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Modern Wealth Management’s Select Water Solutions WTTR Stock Holding History

Modern Wealth Management’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
2026
Q1 		– Sell
-10,215
Closed -$107K – 951
2025
Q4 		$107K Buy
10,215
+19
+0.2% +$205 ﹤0.01% 832
2025
Q3 		$109K Buy
+10,196
New +$93.1K ﹤0.01% 792

Other funds holding WTTR

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Modern Wealth Management's WTTR Position: Q1 2026 in Review

Modern Wealth Management sold out of Select Water Solutions (WTTR) in Q1 2026, closing a stake of 10,215 shares — an estimated $107K sold.

Modern Wealth Management first reported a position in WTTR in Q3 2025 and held it in 2 quarters. The position peaked at $109K in Q3 2025. 255 funds tracked by Wall St. Rank hold WTTR as of Q1 2026.

  • Modern Wealth Management reported no remaining Select Water Solutions position as of Q1 2026 after selling out during the quarter.
  • Modern Wealth Management sold 10,215 Select Water Solutions shares in Q1 2026, an estimated $107K.
  • Modern Wealth Management first reported a position in Select Water Solutions in Q3 2025 and held it in 2 quarters.
  • Modern Wealth Management's Select Water Solutions position peaked at $109K in Q3 2025.
  • 255 funds tracked by Wall St. Rank held Select Water Solutions as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.