WT Wealth Management’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.86M	Sell	50,827 -1,208	-2%	-$84.2K	0.79%	36
2026 Q1	$3.73M	Sell	52,035 -7,924	-13%	-$632K	1.11%	25
2025 Q4	$4.06M	Sell	59,959 -14,651	-20%	-$770K	1.17%	26
2025 Q3	$3.32M	Buy	74,610 +10,019	+16%	+$377K	0.96%	29
2025 Q2	$2.22M	Buy	64,591 +7,538	+13%	+$242K	0.66%	46
2025 Q1	$1.85M	Buy	57,053 +9,270	+19%	+$282K	0.6%	46
2024 Q4	$1.32M	Buy	47,783 +24,863	+108%	+$744K	0.41%	60
2024 Q3	$736K	Sell	22,920 -358	-2%	-$10.1K	0.24%	73
2024 Q2	$648K	Sell	23,278 -2,022	-8%	-$55.7K	0.22%	78
2024 Q1	$602K	Buy	25,300 +6,997	+38%	+$156K	0.22%	80
2023 Q4	$417K	Sell	18,303 -5,427	-23%	-$121K	0.16%	83
2023 Q3	$505K	Buy	23,730 +515	+2%	+$11.6K	0.22%	76
2023 Q2	$507K	Buy	+23,215	New	+$539K	0.21%	81

Other funds holding SIVR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

WT Wealth Management reduced its abrdn Physical Silver Shares ETF (SIVR) stake by 2.3% in Q2 2026, selling an estimated $84.2K and leaving 50,827 shares worth $2.86M. The position accounts for 0.79% of the portfolio, ranked #36.

WT Wealth Management first reported a position in SIVR in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.06M in Q4 2025. 354 funds tracked by Wall St. Rank hold SIVR as of Q2 2026.

WT Wealth Management held 50,827 shares of abrdn Physical Silver Shares ETF worth $2.86M as of Q2 2026.
WT Wealth Management sold 1,208 abrdn Physical Silver Shares ETF shares in Q2 2026, an estimated $84.2K.
abrdn Physical Silver Shares ETF made up 0.79% of WT Wealth Management's portfolio in Q2 2026, its #36 holding.
WT Wealth Management first reported a position in abrdn Physical Silver Shares ETF in Q2 2023 and has held it in 13 quarters since.
WT Wealth Management's abrdn Physical Silver Shares ETF position peaked at $4.06M in Q4 2025.
354 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q2 2026.

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