WT Wealth Management
HEAL icon

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
Q3 		– Sell
-93,668
Closed -$2.58M – 174
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

Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

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

WT Wealth Management sold out of Global X Funds Global X HealthTech ETF (HEAL) in Q3 2026, closing a stake of 93,668 shares — an estimated $2.58M sold.

WT Wealth Management first reported a position in HEAL in Q2 2025 and held it in 5 quarters. The position peaked at $2.58M in Q2 2026. 5 funds tracked by Wall St. Rank hold HEAL as of Q3 2026.

  • WT Wealth Management reported no remaining Global X Funds Global X HealthTech ETF position as of Q3 2026 after selling out during the quarter.
  • WT Wealth Management sold 93,668 Global X Funds Global X HealthTech ETF shares in Q3 2026, an estimated $2.58M.
  • WT Wealth Management first reported a position in Global X Funds Global X HealthTech ETF in Q2 2025 and held it in 5 quarters.
  • WT Wealth Management's Global X Funds Global X HealthTech ETF position peaked at $2.58M in Q2 2026.
  • 5 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q3 2026.

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