WT Wealth Management’s DocuSign DOCU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-20,734	Closed	-$1.61M	–	146
2025 Q2	$1.61M	Buy	+20,734	New	+$1.68M	0.48%	57
2022 Q2	–	Sell	-11,450	Closed	-$1.23M	–	108
2022 Q1	$1.23M	Buy	11,450 +2,198	+24%	+$252K	0.47%	70
2021 Q4	$1.41M	Buy	9,252 +3,354	+57%	+$765K	0.52%	66
2021 Q3	$1.52M	Sell	5,898 -607	-9%	-$175K	0.59%	57
2021 Q2	$1.82M	Buy	6,505 +851	+15%	+$190K	0.74%	43
2021 Q1	$1.15M	Sell	5,654 -271	-5%	-$62.8K	0.53%	58
2020 Q4	$1.32M	Buy	5,925 +1,734	+41%	+$389K	0.72%	51
2020 Q3	$902K	Sell	4,191 -938	-18%	-$195K	0.6%	49
2020 Q2	$883K	Sell	5,129 -1,063	-17%	-$134K	0.71%	32
2020 Q1	$572K	Sell	6,192 -1,440	-19%	-$116K	0.6%	37
2019 Q4	$565K	Sell	7,632 -1,507	-16%	-$104K	0.43%	45
2019 Q3	$565K	Buy	+9,139	New	+$479K	0.49%	46

Other funds holding DOCU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

NMO

Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

WT Wealth Management's DOCU Position: Q3 2025 in Review

WT Wealth Management sold out of DocuSign (DOCU) in Q3 2025, closing a stake of 20,734 shares — an estimated $1.61M sold.

WT Wealth Management first reported a position in DOCU in Q3 2019 and held it in 12 quarters. The position peaked at $1.82M in Q2 2021. 817 funds tracked by Wall St. Rank hold DOCU as of Q3 2025.

WT Wealth Management reported no remaining DocuSign position as of Q3 2025 after selling out during the quarter.
WT Wealth Management sold 20,734 DocuSign shares in Q3 2025, an estimated $1.61M.
WT Wealth Management first reported a position in DocuSign in Q3 2019 and held it in 12 quarters.
WT Wealth Management's DocuSign position peaked at $1.82M in Q2 2021.
817 funds tracked by Wall St. Rank held DocuSign as of Q3 2025.

Based on WT Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.