WWM
DOCU

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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return