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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
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 $167M AUM 25.06% 1-Year Est. Return
NWWA
New Wave Wealth Advisors Springdale, Arkansas $288M AUM 31.14% 1-Year Est. Return
EW
Expressive Wealth Chicago, Illinois $105M AUM
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Simplicity Wealth's WLTG Position: Q1 2026 in Review

Simplicity Wealth reduced its WealthTrust DBS Long Term Growth ETF (WLTG) stake by 12% in Q1 2026, selling an estimated $926K and leaving 197,581 shares worth $6.7M. The position accounts for 0.38% of the portfolio, ranked #56.

Simplicity Wealth first reported a position in WLTG in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.79M in Q4 2025. 9 funds tracked by Wall St. Rank hold WLTG as of Q1 2026.

  • Simplicity Wealth held 197,581 shares of WealthTrust DBS Long Term Growth ETF worth $6.7M as of Q1 2026.
  • Simplicity Wealth sold 26,216 WealthTrust DBS Long Term Growth ETF shares in Q1 2026, an estimated $926K.
  • WealthTrust DBS Long Term Growth ETF made up 0.38% of Simplicity Wealth's portfolio in Q1 2026, its #56 holding.
  • Simplicity Wealth first reported a position in WealthTrust DBS Long Term Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Simplicity Wealth's WealthTrust DBS Long Term Growth ETF position peaked at $7.79M in Q4 2025.
  • 9 funds tracked by Wall St. Rank held WealthTrust DBS Long Term Growth ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.