WT Wealth Management’s Equifax EFX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-6,890	Closed	-$1.77M	–	138
2025 Q3	$1.77M	Buy	6,890 +579	+9%	+$146K	0.51%	53
2025 Q2	$1.64M	Buy	+6,311	New	+$1.61M	0.48%	55

Other funds holding EFX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

WT Wealth Management's EFX Position: Q4 2025 in Review

WT Wealth Management sold out of Equifax (EFX) in Q4 2025, closing a stake of 6,890 shares — an estimated $1.77M sold.

WT Wealth Management first reported a position in EFX in Q2 2025 and held it in 2 quarters. The position peaked at $1.77M in Q3 2025. 893 funds tracked by Wall St. Rank hold EFX as of Q4 2025.

WT Wealth Management reported no remaining Equifax position as of Q4 2025 after selling out during the quarter.
WT Wealth Management sold 6,890 Equifax shares in Q4 2025, an estimated $1.77M.
WT Wealth Management first reported a position in Equifax in Q2 2025 and held it in 2 quarters.
WT Wealth Management's Equifax position peaked at $1.77M in Q3 2025.
893 funds tracked by Wall St. Rank held Equifax as of Q4 2025.

Based on WT Wealth Management's 13F filing for Q4 2025, filed 2 Feb 2026.