WT Wealth Management’s SP Funds S&P 500 Sharia ETF SPUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$320K	Buy	+5,367	New	+$312K	0.09%	114

Other funds holding SPUS

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

EWA

Emergent Wealth Advisors Williamsville, New York $191M AUM 17.3% 1-Year Est. Return

Evansbrook Bolingbrook, Illinois $171M AUM 22.74% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

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

WT Wealth Management opened a new position in SP Funds S&P 500 Sharia ETF (SPUS) in Q3 2026: 5,367 shares worth $320K. The stake represents 0.09% of the portfolio and ranks #114 among its holdings.

20 funds tracked by Wall St. Rank hold SPUS as of Q3 2026.

WT Wealth Management held 5,367 shares of SP Funds S&P 500 Sharia ETF worth $320K as of Q3 2026.
SP Funds S&P 500 Sharia ETF was a new WT Wealth Management position in Q3 2026.
SP Funds S&P 500 Sharia ETF made up 0.09% of WT Wealth Management's portfolio in Q3 2026, its #114 holding.
20 funds tracked by Wall St. Rank held SP Funds S&P 500 Sharia ETF as of Q3 2026.

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