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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
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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

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.