WealthTrust DBS Long Term Growth ETF
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.
2% more capital invested
Capital invested by funds: $56.5M → $57.7M (+$1.2M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8.16% less ownership
Funds ownership: 90.81% → 82.65% (-8.2%)
18% less funds holding
Funds holding: 11 → 9 (-2)
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
WealthTrust Asset Management
Destin,
Florida
|
+$3.52M |
| 2 |
GS
GTS Securities
New York
|
+$632K |
| 3 |
JP Morgan Chase
New York
|
+$170K |
| 4 |
NWWA
New Wave Wealth Advisors
Springdale,
Arkansas
|
+$73.2K |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$43.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
Simplicity Wealth
Summit,
New Jersey
|
-$926K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$319K |
| 3 |
EW
Expressive Wealth
Chicago,
Illinois
|
-$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 | +$3.52M | +99,539 | +8% |
|
|
SW
2
Simplicity Wealth
Summit,
New Jersey
| $6.7M | -$926K | -26,216 | -12% |
|
|
NWWA
3
New Wave Wealth Advisors
Springdale,
Arkansas
| $3.09M | +$73.2K | +2,071 | +2% |
|
|
EW
4
Expressive Wealth
Chicago,
Illinois
| $994K | -$175K | -4,949 | -16% |
|
|
GS
5
GTS Securities
New York
| $606K | +$632K | +17,884 | New |
|
|
AI
6
Atria Investments
Charlotte,
North Carolina
| $389K | +$43.8K | +1,240 | +12% |
|
|
SF
7
Summit Financial
Parsippany,
New Jersey
| $277K | -$17.4K | -493 | -6% |
|
|
MOS
8
MGO One Seven
Beachwood,
Ohio
| $224K | -$13.4K | -379 | -5% |
|
|
9
JP Morgan Chase
New York
| $159K | +$170K | +4,818 | New |
|
|
10
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$319K | -9,146 | Closed |
|
|
11
Bank of America
Charlotte,
North Carolina
| – | -$20.4K | -586 | Closed |
|
12
UBS Group
Zurich,
Switzerland
| – | -$3.83K | -110 | Closed |
|
WLTG Hedge Fund Activity: Q1 2026 in Review
9 of the 8,132 institutional investors tracked by Wall St. Rank reported a position in WealthTrust DBS Long Term Growth ETF (WLTG) for Q1 2026, worth a combined $57.7M — up 2.1% from $56.5M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of WLTG and 2 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 3 added.
The largest buyer was WealthTrust Asset Management, adding an estimated $3.52M. The largest seller was Simplicity Wealth, cutting an estimated $926K.
- 9 institutional investors held WealthTrust DBS Long Term Growth ETF (WLTG) as of Q1 2026, down from 11 in Q4 2025.
- Funds reported $57.7M of WealthTrust DBS Long Term Growth ETF stock for Q1 2026, up 2.1% quarter-over-quarter.
- 2 funds opened new WealthTrust DBS Long Term Growth ETF positions in Q1 2026 and 3 closed out, a net change of -1 holder.
- The largest WealthTrust DBS Long Term Growth ETF buyer in Q1 2026 was WealthTrust Asset Management, an estimated $3.52M added.
- The largest WealthTrust DBS Long Term Growth ETF seller in Q1 2026 was Simplicity Wealth, an estimated $926K sold.
Based on aggregated 13F filings for Q1 2026.