WealthTrust DBS Long Term Growth ETF
WLTG
WLTG
9 hedge funds and large institutions have $57.7M invested in WealthTrust DBS Long Term Growth ETF in 2026 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
more capital invested
Capital invested by funds: $ → $
more funds holding in top 10
Funds holding in top 10: →
less ownership
Funds ownership: →
less funds holding
Funds holding: →
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Holders
9
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$3.52M | |
| 2 | +$632K | |
| 3 | +$170K | |
| 4 |
NWWA
New Wave Wealth Advisors
Springdale,
Arkansas
|
+$73.2K |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$43.8K |
Top Sellers
| 1 | -$926K | |
| 2 | -$319K | |
| 3 | -$175K | |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$20.4K |
| 5 |
SF
Summit Financial
Parsippany,
New Jersey
|
-$17.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WAM
1
WealthTrust Asset Management
Destin,
Florida
| $45.2M |
|
|||
|
SW
2
Simplicity Wealth
Summit,
New Jersey
| $6.7M |
|
|||
|
NWWA
3
New Wave Wealth Advisors
Springdale,
Arkansas
| $3.09M |
|
|||
|
EW
4
Expressive Wealth
Chicago,
Illinois
| $994K |
|
|||
|
GS
5
GTS Securities
New York
| $606K |
|
|||
|
AI
6
Atria Investments
Charlotte,
North Carolina
| $389K |
|
|||
|
SF
7
Summit Financial
Parsippany,
New Jersey
| $277K |
|
|||
|
MOS
8
MGO One Seven
Beachwood,
Ohio
| $224K |
|
|||
9
JP Morgan Chase
New York
| $159K |
|
|||
10
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – |
|
|||
|
11
Bank of America
Charlotte,
North Carolina
| – |
|
|||
12
UBS Group
Zurich,
Switzerland
| – |
|