WealthPoint Financial’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

WealthPoint Financial’s Portfolio GWX Stock Details GWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$393K	Buy	8,987 +824	+10%	+$37.3K	0.29%	80
2026 Q1	$345K	Buy	8,163 +1,064	+15%	+$46.3K	0.29%	83
2025 Q4	$290K	Buy	+7,099	New	+$285K	0.25%	92

Other funds holding GWX

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

WealthPoint Financial's GWX Position: Q2 2026 in Review

WealthPoint Financial increased its State Street SPDR S&P International Small Cap ETF (GWX) stake by 10% in Q2 2026, buying an estimated $37.3K and bringing the position to 8,987 shares worth $393K. The position accounts for 0.29% of the portfolio, ranked #80.

WealthPoint Financial first reported a position in GWX in Q4 2025 and has held it in 3 quarters since. 264 funds tracked by Wall St. Rank hold GWX as of Q2 2026.

WealthPoint Financial held 8,987 shares of State Street SPDR S&P International Small Cap ETF worth $393K as of Q2 2026.
WealthPoint Financial bought 824 State Street SPDR S&P International Small Cap ETF shares in Q2 2026, an estimated $37.3K.
State Street SPDR S&P International Small Cap ETF made up 0.29% of WealthPoint Financial's portfolio in Q2 2026, its #80 holding.
WealthPoint Financial first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2025 and has held it in 3 quarters since.
264 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2026.

Based on WealthPoint Financial's 13F filing for Q2 2026, filed 6 Aug 2026.