WT Wealth Management
TCAI icon

WT Wealth Management’s Tortoise AI Infrastructure ETF TCAI Stock Holding History

WT Wealth Management’s Portfolio TCAI Stock Details TCAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.44M Buy
51,960
+7,010
+16% +$334K 0.68% 49
2026
Q2 		$2.51M Buy
+44,950
New +$2.17M 0.7% 40

Other funds holding TCAI

Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

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

WT Wealth Management increased its Tortoise AI Infrastructure ETF (TCAI) stake by 16% in Q3 2026, buying an estimated $334K and bringing the position to 51,960 shares worth $2.44M. The position accounts for 0.68% of the portfolio, ranked #49.

WT Wealth Management first reported a position in TCAI in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.51M in Q2 2026. 18 funds tracked by Wall St. Rank hold TCAI as of Q3 2026.

  • WT Wealth Management held 51,960 shares of Tortoise AI Infrastructure ETF worth $2.44M as of Q3 2026.
  • WT Wealth Management bought 7,010 Tortoise AI Infrastructure ETF shares in Q3 2026, an estimated $334K.
  • Tortoise AI Infrastructure ETF made up 0.68% of WT Wealth Management's portfolio in Q3 2026, its #49 holding.
  • WT Wealth Management first reported a position in Tortoise AI Infrastructure ETF in Q2 2026 and has held it in 2 quarters since.
  • WT Wealth Management's Tortoise AI Infrastructure ETF position peaked at $2.51M in Q2 2026.
  • 18 funds tracked by Wall St. Rank held Tortoise AI Infrastructure ETF as of Q3 2026.

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