Simplicity Wealth’s WealthTrust DBS Long Term Growth ETF WLTG Stock Holding History

Simplicity Wealth’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	$7.9M	Buy	210,886 +13,305	+7%	+$489K	0.27%	89
2026 Q1	$6.7M	Sell	197,581 -26,216	-12%	-$926K	0.38%	56
2025 Q4	$7.79M	Buy	223,797 +18,870	+9%	+$670K	0.46%	47
2025 Q3	$7.15M	Sell	204,927 -17,520	-8%	-$583K	0.41%	47
2025 Q2	$7.12M	Buy	222,447 +9,763	+5%	+$287K	0.3%	76
2025 Q1	$6M	Buy	212,684 +75,389	+55%	+$2.24M	0.47%	41
2024 Q4	$4.01M	Buy	+137,295	New	+$4.09M	0.84%	22

Other funds holding WLTG

WAM

WealthTrust Asset Management Destin, Florida $185M AUM 26.82% 1-Year Est. Return

NWWA

New Wave Wealth Advisors Springdale, Arkansas $367M AUM 36.16% 1-Year Est. Return

Expressive Wealth Chicago, Illinois $106M AUM

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Advisors Preferred Rockville, Maryland $646M AUM 32.22% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Simplicity Wealth's WLTG Position: Q2 2026 in Review

Simplicity Wealth increased its WealthTrust DBS Long Term Growth ETF (WLTG) stake by 6.7% in Q2 2026, buying an estimated $489K and bringing the position to 210,886 shares worth $7.9M. The position accounts for 0.27% of the portfolio, ranked #89.

Simplicity Wealth first reported a position in WLTG in Q4 2024 and has held it in 7 quarters since. 12 funds tracked by Wall St. Rank hold WLTG as of Q2 2026.

Simplicity Wealth held 210,886 shares of WealthTrust DBS Long Term Growth ETF worth $7.9M as of Q2 2026.
Simplicity Wealth bought 13,305 WealthTrust DBS Long Term Growth ETF shares in Q2 2026, an estimated $489K.
WealthTrust DBS Long Term Growth ETF made up 0.27% of Simplicity Wealth's portfolio in Q2 2026, its #89 holding.
Simplicity Wealth first reported a position in WealthTrust DBS Long Term Growth ETF in Q4 2024 and has held it in 7 quarters since.
12 funds tracked by Wall St. Rank held WealthTrust DBS Long Term Growth ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.