Who Owns WealthTrust DBS Long Term Growth ETF (WLTG)?Hedge Fund & Institutional Holders
Institutional Holders
11
as of Q4 2025
Total Institutional Value
$43004779431061096.0T
% of Float Held
—
QoQ Change in Holders
+10 / -1
Price History
WLTG — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Simplicity Wealth,LLC | New Position | +224K | +$7.8M |
| NEW WAVE WEALTH ADVISORS LLC | New Position | +89K | +$3.1M |
| Expressive Wealth LLC | New Position | +31K | +$1.1M |
| MGO ONE SEVEN LLC | New Position | +7K | +$243K |
| UBS Group AG | New Position | +110 | +$3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New Position | +9K | +$0 |
| Atria Investments, Inc | New Position | +10K | +$0 |
| Global Retirement Partners, LLC | New Position | +6K | +$0 |
| Summit Financial, LLC | New Position | +9K | +$0 |
| BANK OF AMERICA CORP /DE/ | New Position | +586 | +$0 |
| WealthTrust Asset Management, LLC | Increased | +10K | +$-42.7B |
WLTG — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| GTS SECURITIES LLC | Closed Position | -23K | -$818.5M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | WealthTrust Asset Management, LLC | 1,234,679 | $43.0M | 30.03% | Share |
| 2 | Simplicity Wealth,LLC | 223,797 | $7.8M | 0.46% | Share |
| 3 | NEW WAVE WEALTH ADVISORS LLC | 89,188 | $3.1M | 1.14% | Share |
| 4 | Expressive Wealth LLC | 31,382 | $1.1M | 1.18% | Share |
| 5 | MGO ONE SEVEN LLC | 6,992 | $243K | 0.00% | Share |
| 6 | UBS Group AG | 110 | $3K | 0.00% | Share |
| 7 | Summit Financial, LLC | 8,658 | $0 | 0.00% | Share |
| 8 | Global Retirement Partners, LLC | 6,211 | $0 | 0.00% | Share |
| 9 | Atria Investments, Inc | 10,228 | $0 | 0.00% | Share |
| 10 | BANK OF AMERICA CORP /DE/ | 586 | $0 | 0.00% | Share |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9,146 | $0 | 0.00% | Share |
WLTG Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 11 | $55.2M | +9 |
| Q3 2025 | 2 | $43.5B | -2 |
| Q2 2025 | 4 | $44.2B | +1 |
| Q1 2025 | 3 | $38.2B | -2 |
| Q4 2024 | 5 | $34.7B | +1 |
| Q3 2024 | 4 | $608.0B | +3 |
| Q2 2024 | 1 | $0 | -1 |
| Q1 2024 | 2 | $517.7B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 11 institutional investors hold WLTG (WealthTrust DBS Long Term Growth ETF). The largest holder is WealthTrust Asset Management, LLC with $43.0M in shares. This quarter, 10 institutions opened new positions and 1 closed their positions.
Frequently Asked Questions
How many hedge funds own WLTG?
As of Q4 2025, 11 institutional investors report holding WLTG (WealthTrust DBS Long Term Growth ETF) in their 13F filings.
Who is the largest institutional holder of WLTG?
The largest institutional holder of WLTG is WealthTrust Asset Management, LLC with $43.0M in shares.
Is institutional ownership of WLTG increasing or decreasing?
This quarter, 10 institutions opened new positions in WLTG and 1 closed their positions.