WT Wealth Management’s Vistra VST Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,397	Closed	-$210K	–	150
2026 Q1	$210K	Buy	1,397 +38	+3%	+$6.15K	0.06%	129
2025 Q4	$219K	Buy	1,359 +325	+31%	+$59.2K	0.06%	126
2025 Q3	$203K	Sell	1,034 -175	-14%	-$34.7K	0.06%	137
2025 Q2	$234K	Buy	+1,209	New	+$179K	0.07%	130

Other funds holding VST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

WT Wealth Management sold out of Vistra (VST) in Q2 2026, closing a stake of 1,397 shares — an estimated $210K sold.

WT Wealth Management first reported a position in VST in Q2 2025 and held it in 4 quarters. The position peaked at $234K in Q2 2025. 1,406 funds tracked by Wall St. Rank hold VST as of Q2 2026.

WT Wealth Management reported no remaining Vistra position as of Q2 2026 after selling out during the quarter.
WT Wealth Management sold 1,397 Vistra shares in Q2 2026, an estimated $210K.
WT Wealth Management first reported a position in Vistra in Q2 2025 and held it in 4 quarters.
WT Wealth Management's Vistra position peaked at $234K in Q2 2025.
1,406 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

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