WT Wealth Management’s CCC Intelligent Solutions CCC Stock Holding History

WT Wealth Management’s Portfolio CCC Stock Details CCC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$147K	Buy	+22,127	New	+$146K	0.04%	142

Other funds holding CCC

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Lakeshore Financial Planning St. Clair Shores, Michigan $323M AUM 14.46% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

WT Wealth Management's CCC Position: Q3 2026 in Review

WT Wealth Management opened a new position in CCC Intelligent Solutions (CCC) in Q3 2026: 22,127 shares worth $147K. The stake represents 0.04% of the portfolio and ranks #142 among its holdings.

14 funds tracked by Wall St. Rank hold CCC as of Q3 2026.

WT Wealth Management held 22,127 shares of CCC Intelligent Solutions worth $147K as of Q3 2026.
CCC Intelligent Solutions was a new WT Wealth Management position in Q3 2026.
CCC Intelligent Solutions made up 0.04% of WT Wealth Management's portfolio in Q3 2026, its #142 holding.
14 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q3 2026.

Based on WT Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.