WWM
HEAL

WT Wealth Management’s Global X Funds Global X HealthTech ETF HEAL Stock Holding History

WT Wealth Management’s Portfolio HEAL Stock Details HEAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.58M Sell
93,668
-7,448
-7% -$189K 0.72% 37
2026
Q1 		$2.41M Buy
101,116
+12,945
+15% +$352K 0.72% 41
2025
Q4 		$2.58M Buy
88,171
+8,066
+10% +$252K 0.74% 39
2025
Q3 		$2.56M Buy
80,105
+1,511
+2% +$47.7K 0.74% 39
2025
Q2 		$2.57M Buy
+78,594
New +$2.37M 0.76% 38

Other funds holding HEAL

PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

WT Wealth Management's HEAL Position: Q2 2026 in Review

WT Wealth Management reduced its Global X Funds Global X HealthTech ETF (HEAL) stake by 7.4% in Q2 2026, selling an estimated $189K and leaving 93,668 shares worth $2.58M. The position accounts for 0.72% of the portfolio, ranked #37.

WT Wealth Management first reported a position in HEAL in Q2 2025 and has held it in 5 quarters since. 9 funds tracked by Wall St. Rank hold HEAL as of Q2 2026.

  • WT Wealth Management held 93,668 shares of Global X Funds Global X HealthTech ETF worth $2.58M as of Q2 2026.
  • WT Wealth Management sold 7,448 Global X Funds Global X HealthTech ETF shares in Q2 2026, an estimated $189K.
  • Global X Funds Global X HealthTech ETF made up 0.72% of WT Wealth Management's portfolio in Q2 2026, its #37 holding.
  • WT Wealth Management first reported a position in Global X Funds Global X HealthTech ETF in Q2 2025 and has held it in 5 quarters since.
  • 9 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q2 2026.

Based on WT Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.