WT Wealth Management
V icon

WT Wealth Management’s Visa V Stock Holding History

WT Wealth Management’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.69M Sell
7,482
-1,872
-20% -$684K 0.75% 39
2026
Q2 		$3.21M Buy
9,354
+524
+6% +$168K 0.89% 30
2026
Q1 		$2.67M Sell
8,830
-582
-6% -$187K 0.79% 36
2025
Q4 		$3.3M Buy
9,412
+1,372
+17% +$467K 0.95% 30
2025
Q3 		$2.74M Buy
8,040
+517
+7% +$179K 0.79% 34
2025
Q2 		$2.67M Sell
7,523
-936
-11% -$326K 0.79% 36
2025
Q1 		$2.96M Sell
8,459
-1,268
-13% -$429K 0.96% 32
2024
Q4 		$3.07M Buy
9,727
+302
+3% +$90.8K 0.96% 30
2024
Q3 		$2.74M Sell
9,425
-1,053
-10% -$285K 0.88% 35
2024
Q2 		$2.75M Sell
10,478
-1,756
-14% -$481K 0.94% 36
2024
Q1 		$3.41M Buy
12,234
+505
+4% +$139K 1.22% 27
2023
Q4 		$3.05M Buy
11,729
+4,937
+73% +$1.22M 1.21% 25
2023
Q3 		$1.56M Sell
6,792
-57
-0.8% -$13.7K 0.67% 33
2023
Q2 		$1.63M Sell
6,849
-1,275
-16% -$292K 0.67% 37
2023
Q1 		$1.83M Sell
8,124
-1,887
-19% -$420K 0.79% 32
2022
Q4 		$2.08M Buy
10,011
+136
+1% +$27.4K 1.01% 27
2022
Q3 		$1.75M Sell
9,875
-2,991
-23% -$609K 0.88% 29
2022
Q2 		$2.53M Sell
12,866
-2,592
-17% -$536K 1.25% 22
2022
Q1 		$3.43M Sell
15,458
-2,034
-12% -$440K 1.32% 21
2021
Q4 		$3.79M Buy
17,492
+4,936
+39% +$1.06M 1.39% 22
2021
Q3 		$2.8M Buy
12,556
+1,606
+15% +$377K 1.08% 24
2021
Q2 		$2.56M Buy
10,950
+879
+9% +$201K 1.04% 23
2021
Q1 		$2.13M Buy
10,071
+1,110
+12% +$234K 0.99% 27
2020
Q4 		$1.96M Buy
8,961
+2,152
+32% +$440K 1.07% 31
2020
Q3 		$1.36M Buy
6,809
+830
+14% +$166K 0.9% 31
2020
Q2 		$1.15M Buy
5,979
+29
+0.5% +$5.3K 0.93% 25
2020
Q1 		$958K Sell
5,950
-163
-3% -$30.7K 1.01% 23
2019
Q4 		$1.15M Sell
6,113
-452
-7% -$81.4K 0.87% 29
2019
Q3 		$1.13M Buy
+6,565
New +$1.17M 0.98% 29

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

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

WT Wealth Management reduced its Visa (V) stake by 20% in Q3 2026, selling an estimated $684K and leaving 7,482 shares worth $2.69M. The position accounts for 0.75% of the portfolio, ranked #39.

WT Wealth Management first reported a position in V in Q3 2019 and has held it in 29 quarters since. The position peaked at $3.79M in Q4 2021. 1,472 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • WT Wealth Management held 7,482 shares of Visa worth $2.69M as of Q3 2026.
  • WT Wealth Management sold 1,872 Visa shares in Q3 2026, an estimated $684K.
  • Visa made up 0.75% of WT Wealth Management's portfolio in Q3 2026, its #39 holding.
  • WT Wealth Management first reported a position in Visa in Q3 2019 and has held it in 29 quarters since.
  • WT Wealth Management's Visa position peaked at $3.79M in Q4 2021.
  • 1,472 funds tracked by Wall St. Rank held Visa as of Q3 2026.

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