WT Wealth Management
WMB icon

WT Wealth Management’s Williams Companies WMB Stock Holding History

WT Wealth Management’s Portfolio WMB Stock Details WMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$380K Buy
+5,588
New +$406K 0.11% 106

Other funds holding WMB

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

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

WT Wealth Management opened a new position in Williams Companies (WMB) in Q3 2026: 5,588 shares worth $380K. The stake represents 0.11% of the portfolio and ranks #106 among its holdings.

1,046 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • WT Wealth Management held 5,588 shares of Williams Companies worth $380K as of Q3 2026.
  • Williams Companies was a new WT Wealth Management position in Q3 2026.
  • Williams Companies made up 0.11% of WT Wealth Management's portfolio in Q3 2026, its #106 holding.
  • 1,046 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

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