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WTG

West Tower Group Portfolio holdings

AUM $27M Turnover 50.98%
1-Year Est. Return 33.41%
This Fund
S&P 500
This Quarter Est. Return
+26.91%
1 Year Est. Return
+33.41%
3 Year Est. Return
+120.21%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$35.6M
AUM Growth
+$3.57M
Cap. Flow
-$161K
Cap. Flow %
-0.45%
Top 10 Hldgs %
54.45%
Holding
54
New
21
Increased
6
Reduced
12
Closed
9
Avg Time Held Equity + Options
0.7 years
Top 10 Avg Time Held Equity + Options
0.8 years
Top 20 Avg Time Held Equity + Options
0.9 years
Avg Time Held Equity only
0.7 years
Top 10 Avg Time Held Equity only
0.8 years
Top 20 Avg Time Held Equity only
0.9 years

Top Buys

Rank Stock Value
1
FISV icon
Fiserv Inc
FISV
+$1.64M
2
STTK icon
Shattuck Labs
STTK
+$1.2M
3
ADI icon
Analog Devices
ADI
+$792K
4
VIXY icon
ProShares VIX Short-Term Futures ETF
VIXY
+$656K
5
LYFT icon
Lyft
LYFT
+$636K

Top Sells

Rank Stock Value
1
EHAB icon
Enhabit
EHAB
+$5.09M
2
SIMO icon
Silicon Motion
SIMO
+$1.19M
3
INTC icon
Intel
INTC
+$758K
4
AAPL icon
Apple
AAPL
+$658K
5
GNRC icon
Generac Holdings
GNRC
+$476K

Sector Composition

Rank Sector Weight
1 Technology 30.73%
2 Communication Services 18.77%
3 Industrials 16.92%
4 Healthcare 14.02%
5 Consumer Discretionary 11.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
NOK icon
51
Nokia
NOK
$53.6B
– –
-25,000
Closed -$201K –
PTON icon
52
CALL
Peloton Interactive
PTON
$2.34B
– –
-3,000
Closed -$12.9K –
ZETA icon
53
Zeta Global
ZETA
$8.42B
– –
-10,000
Closed -$159K –
FIG icon
54
Figma
FIG
$12.3B
– –
-21,000
Closed -$444K –
1 2
3

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West Tower Group's Q2 2026 Portfolio in Review

As of Q2 2026, West Tower Group held 54 positions worth $35.6M, up 11% from $32.1M the previous quarter. Its ten largest holdings account for 54% of the portfolio.

West Tower Group's Q2 2026 filing shows 21 new, 6 increased, 12 reduced and 9 closed positions. Its largest new stake was Fiserv Inc: 29,301 shares worth $1.44M. The largest sale was Enhabit, an estimated $5.09M.

By sector, the portfolio is most concentrated in Technology at 31% of assets, up from 20% a quarter earlier, followed by Communication Services and Industrials.

  • West Tower Group's largest Q2 2026 buy was Fiserv Inc: 29,301 shares worth $1.44M.
  • West Tower Group added most to Lyft in Q2 2026, an estimated $636K increase.
  • West Tower Group's biggest Q2 2026 reduction was Silicon Motion, cutting an estimated $1.19M.
  • West Tower Group fully exited Enhabit in Q2 2026, selling an estimated $5.09M.
  • West Tower Group's ten largest holdings make up 54% of its $35.6M portfolio in Q2 2026.
  • West Tower Group opened 21 new positions and closed 9 in Q2 2026.
  • West Tower Group's portfolio value rose 11% quarter-over-quarter to $35.6M.

Based on West Tower Group's 13F filing for Q2 2026, filed 31 Jul 2026.