WT Asset Management’s Full Truck Alliance YMM Stock Holding History

WT Asset Management’s Portfolio YMM Stock Details YMM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-576,195	Closed	-$6.8M	–	55
2025 Q2	$6.8M	Sell	576,195 -122,744	-18%	-$1.43M	0.48%	21
2025 Q1	$8.93M	Buy	698,939 +140,139	+25%	+$1.69M	1.04%	21
2024 Q4	$6.05M	Buy	558,800 +445,800	+395%	+$4.35M	0.67%	23
2024 Q3	$1.02M	Hold	113,000	–	–	0.2%	25
2024 Q2	$909K	Buy	+113,000	New	+$961K	0.09%	25
2021 Q3	–	Sell	-682,800	Closed	-$13.9M	–	24
2021 Q2	$13.9M	Buy	+682,800	New	+$13.4M	2.36%	11

Other funds holding YMM

FBIL

First Beijing Investment Ltd Hong Kong $2.44B AUM 18.47% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

GAMH

Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return

KFA

Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WT Asset Management's YMM Position: Q3 2025 in Review

WT Asset Management sold out of Full Truck Alliance (YMM) in Q3 2025, closing a stake of 576,195 shares — an estimated $6.8M sold.

WT Asset Management first reported a position in YMM in Q2 2021 and held it in 6 quarters. The position peaked at $13.9M in Q2 2021. 229 funds tracked by Wall St. Rank hold YMM as of Q3 2025.

WT Asset Management reported no remaining Full Truck Alliance position as of Q3 2025 after selling out during the quarter.
WT Asset Management sold 576,195 Full Truck Alliance shares in Q3 2025, an estimated $6.8M.
WT Asset Management first reported a position in Full Truck Alliance in Q2 2021 and held it in 6 quarters.
WT Asset Management's Full Truck Alliance position peaked at $13.9M in Q2 2021.
229 funds tracked by Wall St. Rank held Full Truck Alliance as of Q3 2025.

Based on WT Asset Management's 13F filing for Q3 2025, filed 10 Nov 2025.