WT Wealth Management’s Circle Internet Group CRCL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$225K	Buy	+2,733	New	+$211K	0.06%	138

Other funds holding CRCL

Wealth Enhancement Advisory Services

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IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return

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

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return

Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

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

WT Wealth Management opened a new position in Circle Internet Group (CRCL) in Q3 2026: 2,733 shares worth $225K. The stake represents 0.06% of the portfolio and ranks #138 among its holdings.

40 funds tracked by Wall St. Rank hold CRCL as of Q3 2026.

WT Wealth Management held 2,733 shares of Circle Internet Group worth $225K as of Q3 2026.
Circle Internet Group was a new WT Wealth Management position in Q3 2026.
Circle Internet Group made up 0.06% of WT Wealth Management's portfolio in Q3 2026, its #138 holding.
40 funds tracked by Wall St. Rank held Circle Internet Group as of Q3 2026.

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