WT Wealth Management
CIK 1780507 · View on SEC EDGAR ↗
- Portfolio value
- $361.1M
- Positions
- 138
- As of
- June 30, 2026
#4,640 of 9,443 by 13F value · top 49.1%
Portfolio value QoQ: +7.3% 13F does not disclose cash
- Top 10 holdings weight
- 37.15%
- Top 25 holdings weight
- 61.45%
- Positions above 1%
- 26
- Effective number of positions
- 42.0
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 10.95% Est. buys $39,236,110 · sells $38,178,132
Median holding: 5.0 quarters Tracked Q4 2024–Q2 2026 · 61.6% still held
- New positions
- 17
- Increased
- 58
- Decreased
- 49
- Closed
- 17
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
9.1%
Communication Services
7.3%
Consumer Discretionary
6.6%
Retail
5.3%
Financial Services
4.1%
Industrials
1.1%
Telecommunication
0.5%
Healthcare
0.5%
Communications
0.4%
Financials
0.2%
Energy
0.2%
Materials
0.1%
Utilities
0.1%
Other/Unmapped
64.5%
Full portfolio 138 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| SCHB | $33,639,625 | 9.32% | 1,161,589 | $4,181,386 | Down ×4 | ||
| SGOL | $15,715,094 | 4.35% | 411,067 | $-3,321,251 | Down ×3 | ||
| SMH SMH | $12,730,902 | 3.53% | 19,410 | $3,762,983 | Down ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $12,175,478 | 3.37% | 60,850 | $1,450,972 | Down ×5 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $11,807,764 | 3.27% | 33,419 | $1,994,810 | Down ×4 | ||
| USFR | $10,485,085 | 2.90% | 208,244 | $-653,160 | Down ×1 | ||
| JAAA | $10,082,897 | 2.79% | 199,701 | $-387,870 | Down ×5 | ||
| AMZN Amazon.com, Inc. - Common Stock | $9,623,505 | 2.67% | 40,377 | $1,330,456 | Up ×3 | ||
| AAPL Apple Inc. - Common Stock | $9,161,255 | 2.54% | 31,660 | $1,814,626 | Up ×1 | ||
| SCHI | $8,735,999 | 2.42% | 385,866 | $1,011,365 | Up ×1 | ||
| POW | $7,774,779 | 2.15% | 250,880 | $2,275,814 | Up ×1 | ||
| SIHY | $6,507,355 | 1.80% | 142,830 | $864,131 | Up ×1 | ||
| JBBB | $6,422,549 | 1.78% | 135,640 | $764,266 | Up ×1 | ||
| JPST | $6,399,196 | 1.77% | 126,541 | $-1,067,092 | Down ×1 | ||
| PPA | $6,352,918 | 1.76% | 35,963 | $1,112,630 | Up ×2 | ||
| PAVE | $5,979,841 | 1.66% | 101,491 | $855,301 | Up ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $5,915,566 | 1.64% | 10,502 | $1,600,681 | Up ×1 | ||
| PPH VanEck Pharmaceutical ETF | $5,881,539 | 1.63% | 53,786 | $647,655 | Up ×2 | ||
| SCHF | $5,863,212 | 1.62% | 211,668 | $599,085 | Down ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $5,812,425 | 1.61% | 15,582 | $1,369,063 | Up ×1 | ||
| ICSH | $5,732,788 | 1.59% | 113,341 | $-2,503,390 | Down ×1 | ||
| AIQ Global X Artificial Intelligence & Technology ETF | $5,283,676 | 1.46% | 80,532 | $4,695,821 | Up ×1 | ||
| SCHR | $5,145,137 | 1.42% | 208,643 | $184,228 | Up ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $4,695,050 | 1.30% | 11,163 | $1,711,849 | Up ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $3,954,284 | 1.10% | 4,227 | $281,064 | Up ×3 | ||
| ESGU iShares ESG Aware MSCI USA ETF | $3,926,443 | 1.09% | 23,990 | $600,952 | Up ×1 | ||
| PCMM BondBloxx Private Credit CLO ETF | $3,544,866 | 0.98% | 71,075 | $-642,894 | Down ×1 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $3,426,522 | 0.95% | 3,388 | Up ×1 | |||
| SCHQ | $3,247,586 | 0.90% | 103,757 | $385,810 | Up ×1 | ||
| V Visa Inc. | $3,209,357 | 0.89% | 9,354 | $540,715 | Up ×1 | ||
| ULST | $3,206,975 | 0.89% | 79,331 | $309,257 | Up ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $3,196,712 | 0.89% | 4,341 | $1,320,877 | Up ×4 | ||
| EMXC iShares MSCI Emerging Markets ex China ETF | $3,117,892 | 0.86% | 30,478 | $651,289 | Down ×4 | ||
| SCHO | $3,005,461 | 0.83% | 124,501 | $223,668 | Up ×1 | ||
| SPLV | $2,991,281 | 0.83% | 39,937 | $69,631 | Down ×1 | ||
| SIVR | $2,857,486 | 0.79% | 50,827 | $-868,719 | Down ×3 | ||
| HEAL Global X HealthTech ETF | $2,584,305 | 0.72% | 93,668 | $175,209 | Down ×1 | ||
| OEF | $2,534,016 | 0.70% | 6,926 | $746,145 | Up ×4 | ||
| MA Mastercard Incorporated Common Stock | $2,516,952 | 0.70% | 4,901 | $476,804 | Up ×1 | ||
| TCAI Tortoise AI Infrastructure ETF | $2,513,583 | 0.70% | 44,950 | Up ×1 | |||
| MGV | $2,490,651 | 0.69% | 15,238 | $944,035 | Up ×1 | ||
| QGRO | $2,445,760 | 0.68% | 20,718 | $840,481 | Up ×4 | ||
| QDEF | $2,400,923 | 0.66% | 27,590 | $825,755 | Up ×1 | ||
| QUAL | $2,398,589 | 0.66% | 10,931 | $904,773 | Up ×4 | ||
| RDDT Reddit, Inc. Class A Common Stock | $2,345,522 | 0.65% | 13,513 | $725,329 | Up ×3 | ||
| LYV Live Nation Entertainment, Inc. Common Stock | $2,307,488 | 0.64% | 12,602 | $502,425 | Up ×1 | ||
| REMX | $2,292,508 | 0.63% | 25,904 | $-291,921 | Down ×1 | ||
| WMT Walmart Inc. - Common Stock | $2,273,991 | 0.63% | 20,078 | $-1,325,291 | Down ×2 | ||
| EXPE Expedia Group, Inc. - Common Stock | $2,249,595 | 0.62% | 8,792 | $547,230 | Up ×1 | ||
| HOOD Robinhood Markets, Inc. - Class A Common Stock | $2,241,427 | 0.62% | 22,352 | $777,140 | Up ×3 | ||
| BKLN | $2,233,585 | 0.62% | 109,651 | $-578,307 | Down ×1 | ||
| CSHI | $2,222,573 | 0.62% | 44,621 | $265,275 | Up ×1 | ||
| WM Waste Management, Inc. Common Stock | $2,142,625 | 0.59% | 9,613 | $546,030 | Up ×1 | ||
| QSIG | $2,132,694 | 0.59% | 44,131 | $228,022 | Up ×1 | ||
| UFO Procure Space ETF | $2,112,016 | 0.58% | 41,682 | $-619,889 | Down ×1 | ||
| SBUX Starbucks Corporation - Common Stock | $2,111,037 | 0.58% | 20,658 | $454,151 | Up ×1 | ||
| SHLD | $2,103,903 | 0.58% | 35,235 | $-517,001 | Down ×1 | ||
| SPOT Spotify Technology S.A. Ordinary Shares | $2,068,716 | 0.57% | 4,506 | $92,030 | Up ×2 | ||
| SCHW Charles Schwab Corporation (The) Common Stock | $2,061,377 | 0.57% | 22,341 | $348,129 | Up ×1 | ||
| TJX TJX Companies, Inc. (The) Common Stock | $2,000,646 | 0.55% | 13,206 | $123,661 | Up ×1 | ||
| MAR Marriott International - Class A Common Stock | $1,962,949 | 0.54% | 5,297 | $386,538 | Up ×1 | ||
| NFLX Netflix, Inc. - Common Stock | $1,851,019 | 0.51% | 25,925 | $-446,989 | Up ×1 | ||
| DELL Dell Technologies Inc. Class C Common Stock | $1,787,107 | 0.49% | 4,142 | Up ×1 | |||
| TMUS T-Mobile US, Inc. - Common Stock | $1,784,939 | 0.49% | 10,642 | $-79,798 | Up ×2 | ||
| SJNK | $1,767,343 | 0.49% | 70,609 | $-368,347 | Down ×1 | ||
| SPMO | $1,667,739 | 0.46% | 10,324 | Up ×1 | |||
| OIH | $1,647,428 | 0.46% | 4,428 | $-983,036 | Down ×1 | ||
| PDBA Invesco Agriculture Commodity Strategy No K-1 ETF | $1,290,662 | 0.36% | 36,234 | $-734,141 | Down ×1 | ||
| SETM Sprott Critical Materials ETF | $1,202,963 | 0.33% | 38,606 | $-471,655 | Down ×1 | ||
| USMV | $1,190,895 | 0.33% | 12,346 | $42,125 | Down ×4 | ||
| PICK | $1,162,884 | 0.32% | 19,998 | Up ×1 | |||
| BITB | $1,120,357 | 0.31% | 35,165 | $-255,209 | Down ×2 | ||
| NETL | $1,100,311 | 0.30% | 41,210 | $485,740 | Up ×1 | ||
| IVV | $1,091,882 | 0.30% | 1,458 | $134,929 | Down ×1 | ||
| SLX | $1,087,767 | 0.30% | 11,053 | $-345,348 | Down ×1 | ||
| COPX | $1,079,425 | 0.30% | 14,024 | $-266,743 | Down ×1 | ||
| EVMT Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF | $1,069,392 | 0.30% | 61,636 | $-423,766 | Down ×1 | ||
| GLD | $1,011,571 | 0.28% | 2,746 | $-229,408 | Down ×3 | ||
| FDUS Fidus Investment Corporation - Closed End Fund | $974,725 | 0.27% | 51,113 | $84,337 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $898,217 | 0.25% | 7,647 | $276,333 | Down ×3 | ||
| SCHH | $864,865 | 0.24% | 36,523 | $76,590 | Down ×1 | ||
| LLY Eli Lilly and Company Common Stock | $773,632 | 0.21% | 645 | $180,380 | |||
| LOW Lowe's Companies, Inc. Common Stock | $740,185 | 0.20% | 3,357 | $-53,007 | |||
| URA | $690,373 | 0.19% | 15,798 | Up ×1 | |||
| PPLT | $670,609 | 0.19% | 47,460 | $-482,306 | Up ×3 | ||
| ESGD iShares ESG Aware MSCI EAFE ETF | $661,171 | 0.18% | 6,431 | $75,498 | Up ×1 | ||
| XLK XLK | $651,959 | 0.18% | 3,422 | $196,378 | Down ×2 | ||
| SDCI | $648,732 | 0.18% | 24,536 | $-19,492 | Up ×4 | ||
| IVW | $646,941 | 0.18% | 4,704 | $114,872 | |||
| MU Micron Technology, Inc. - Common Stock | $636,014 | 0.18% | 551 | $357,972 | Down ×4 | ||
| MCK McKesson Corporation Common Stock | $615,814 | 0.17% | 815 | $-89,454 | |||
| SCHP | $566,544 | 0.16% | 21,379 | $6,909 | Up ×6 | ||
| VMBS Vanguard Mortgage-Backed Securities ETF | $550,720 | 0.15% | 11,765 | $9,152 | Up ×6 | ||
| JPM JP Morgan Chase & Co. Common Stock | $546,641 | 0.15% | 1,670 | $47,128 | Down ×4 | ||
| MAGS | $530,346 | 0.15% | 8,248 | $-827,072 | Down ×1 | ||
| MELI MercadoLibre, Inc. - Common Stock | $453,203 | 0.13% | 267 | $-3,258 | Up ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $426,388 | 0.12% | 734 | $120,836 | Down ×1 | ||
| XLV XLV | $418,363 | 0.12% | 2,637 | $-41,202 | Down ×2 | ||
| SLV | $391,400 | 0.11% | 7,320 | $-96,074 | Up ×1 | ||
| SGOV iShares 0-3 Month Treasury Bond ETF | $377,513 | 0.10% | 3,750 | $541 | Up ×2 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| AMZN | $9,623,505 | 2.67% | up ×3 |
| COST | $3,954,284 | 1.10% | up ×3 |
| QQQ | $3,196,712 | 0.89% | up ×4 |
| OEF | $2,534,016 | 0.70% | up ×4 |
| QGRO | $2,445,760 | 0.68% | up ×4 |
| QUAL | $2,398,589 | 0.66% | up ×4 |
| RDDT | $2,345,522 | 0.65% | up ×3 |
| HOOD | $2,241,427 | 0.62% | up ×3 |
| PPLT | $670,609 | 0.19% | up ×3 |
| SDCI | $648,732 | 0.18% | up ×4 |
| SCHP | $566,544 | 0.16% | up ×6 |
| VMBS | $550,720 | 0.15% | up ×6 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| GS | $3,426,522 | 3,388 | 0.95% |
| TCAI | $2,513,583 | 44,950 | 0.70% |
| DELL | $1,787,107 | 4,142 | 0.49% |
| SPMO | $1,667,739 | 10,324 | 0.46% |
| PICK | $1,162,884 | 19,998 | 0.32% |
| URA | $690,373 | 15,798 | 0.19% |
| BKCH | $271,930 | 3,633 | 0.08% |
| AMAT | $264,618 | 366 | 0.07% |
| CAT | $259,836 | 244 | 0.07% |
| VICR | $257,111 | 677 | 0.07% |
| Unknown issuer (CUSIP: 84615Q103) | $235,958 | 1,381 | 0.07% |
| HUT | $232,506 | 2,014 | 0.06% |
| GOOGL | $217,638 | 609 | 0.06% |
| POWL | $215,915 | 754 | 0.06% |
| NRG | $213,832 | 1,464 | 0.06% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| SCHB | Trimmed | -12K | +$4.2M |
| SMH | Trimmed | -4K | +$3.8M |
| SGOL | Trimmed | -16K | -$3.3M |
| ICSH | Trimmed | -49K | -$2.5M |
| POW | Bought more | +24K | +$2.3M |
| GOOG | Trimmed | -789 | +$2.0M |
| AAPL | Bought more | +3K | +$1.8M |
| TSLA | Bought more | +3K | +$1.7M |
| META | Bought more | +3K | +$1.6M |
| NVDA | Trimmed | -644 | +$1.5M |
1 position hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| XLP | March 31, 2026 | 84,137 | $6,535,731 | No longer tracked |
| ENFR | March 31, 2026 | 199,315 | $6,269,479 | No longer tracked |
| XLF | June 30, 2026 | 108,454 | $5,354,378 | No longer tracked |
| BRKB | June 30, 2025 | 7,448 | $3,966,464 | No longer tracked |
| HEALXXXX | Sept. 30, 2025 | 235,782 | $2,572,383 | No longer tracked |
| UNH | Dec. 31, 2025 | 7,448 | $2,571,776 | 19.6% |
| VZ | Dec. 31, 2025 | 57,153 | $2,511,891 | 21.3% |
| BUFR | Sept. 30, 2025 | 78,670 | $2,501,706 | No longer tracked |
| WM | Dec. 31, 2025 | 11,224 | $2,478,649 | 3.3% |
| FDX | March 31, 2025 | 8,714 | $2,451,500 | 38.5% |
| XLE | March 31, 2025 | 26,965 | $2,309,799 | No longer tracked |
| INTU | March 31, 2025 | 3,626 | $2,278,749 | -41.3% |
| HD | June 30, 2026 | 6,831 | $2,246,798 | -1.6% |
| ADBE | March 31, 2025 | 4,955 | $2,203,236 | -29.4% |
| OIH | March 31, 2025 | 7,574 | $2,054,359 | No longer tracked |
| UPS | March 31, 2025 | 16,119 | $2,032,633 | -5.6% |
| SCHD | March 31, 2025 | 74,239 | $2,028,209 | No longer tracked |
| NKE | Sept. 30, 2025 | 27,222 | $1,933,843 | -41.3% |
| GDX | June 30, 2026 | 20,760 | $1,905,172 | No longer tracked |
| UBER | June 30, 2026 | 25,238 | $1,815,402 | 5.3% |
| EBAY | Dec. 31, 2025 | 19,943 | $1,813,813 | 19.7% |
| EFX | Dec. 31, 2025 | 6,890 | $1,767,594 | -13.4% |
| MCD | Sept. 30, 2025 | 5,751 | $1,680,186 | -10.7% |
| CMG | June 30, 2025 | 33,438 | $1,678,924 | -37.6% |
| SHOP | June 30, 2026 | 14,074 | $1,669,446 | 29.9% |
| Z | March 31, 2026 | 24,447 | $1,668,000 | -10.8% |
| EXPE | June 30, 2025 | 9,884 | $1,661,419 | 95.8% |
| ADBE | Sept. 30, 2025 | 4,219 | $1,632,307 | -23.2% |
| DOCU | Sept. 30, 2025 | 20,734 | $1,614,963 | -14.6% |
| INTU | March 31, 2026 | 2,431 | $1,610,525 | -16.6% |
| COWG | March 31, 2026 | 44,236 | $1,557,550 | |
| W | June 30, 2026 | 19,941 | $1,499,751 | 15.0% |
| NLR | June 30, 2026 | 11,210 | $1,493,008 | No longer tracked |
| DIS | June 30, 2025 | 14,750 | $1,455,871 | -14.2% |
| COWZ | June 30, 2025 | 24,305 | $1,330,942 | No longer tracked |
| VO | March 31, 2025 | 4,844 | $1,279,446 | No longer tracked |
| SPHQ | March 31, 2025 | 18,723 | $1,255,003 | No longer tracked |
| IDHQ | March 31, 2025 | 44,125 | $1,249,620 | No longer tracked |
| SCHF | March 31, 2025 | 52,891 | $978,614 | No longer tracked |
| SMDV | March 31, 2025 | 12,354 | $836,001 | No longer tracked |
| XLY | June 30, 2026 | 7,165 | $780,842 | No longer tracked |
| IYW | June 30, 2026 | 4,295 | $779,199 | No longer tracked |
| CTA | Sept. 30, 2025 | 28,615 | $765,165 | No longer tracked |
| DBB | Dec. 31, 2025 | 34,757 | $713,909 | No longer tracked |
| DBA | Dec. 31, 2025 | 25,368 | $678,848 | No longer tracked |
| PAA | Dec. 31, 2025 | 37,030 | $631,732 | 33.3% |
| XLC | June 30, 2026 | 5,462 | $605,517 | No longer tracked |
| IAK | March 31, 2026 | 4,210 | $573,139 | No longer tracked |
| LNGZ | June 30, 2025 | 18,937 | $547,090 | No longer tracked |
| COM | March 31, 2025 | 18,890 | $534,965 | No longer tracked |
| CMDY | June 30, 2025 | 9,108 | $472,614 | No longer tracked |
| SRVR | March 31, 2026 | 16,335 | $467,838 | No longer tracked |
| FEBM | Sept. 30, 2025 | 15,949 | $467,306 | No longer tracked |
| SPY | March 31, 2025 | 645 | $378,022 | No longer tracked |
| BUXX | Dec. 31, 2025 | 17,622 | $357,374 | 0.0% |
| SEPM | Sept. 30, 2025 | 11,255 | $346,509 | No longer tracked |
| GSY | Dec. 31, 2025 | 6,591 | $331,086 | No longer tracked |
| DAUG | March 31, 2025 | 8,162 | $323,869 | No longer tracked |
| DJAN | June 30, 2025 | 8,333 | $316,404 | No longer tracked |
| HEFA | Dec. 31, 2025 | 6,789 | $267,425 | No longer tracked |
| XCCC | Dec. 31, 2025 | 6,482 | $254,419 | No longer tracked |
| ORCL | Dec. 31, 2025 | 899 | $252,895 | -28.6% |
| COIN | Sept. 30, 2025 | 719 | $252,002 | -55.0% |
| DBEF | Sept. 30, 2025 | 5,605 | $245,219 | No longer tracked |
| TBIL | Dec. 31, 2025 | 4,876 | $243,800 | |
| ETHE | March 31, 2026 | 9,845 | $239,923 | No longer tracked |
| CVX | June 30, 2025 | 1,422 | $237,901 | 44.6% |
| TBIL | June 30, 2026 | 4,748 | $236,735 | |
| AVGO | March 31, 2025 | 1,020 | $236,477 | 116.0% |
| SMCI | March 31, 2026 | 8,015 | $234,599 | 59.2% |
| FICO | Sept. 30, 2025 | 127 | $232,151 | -24.1% |
| NRG | March 31, 2026 | 1,435 | $228,509 | -20.2% |
| XHLF | Dec. 31, 2025 | 4,517 | $227,747 | No longer tracked |
| CRWD | March 31, 2026 | 484 | $226,880 | -48.6% |
| GOOGL | March 31, 2025 | 1,194 | $226,024 | 121.1% |
| BMY | March 31, 2026 | 4,150 | $223,851 | 12.1% |
| AI | Dec. 31, 2025 | 12,799 | $221,935 | -27.3% |
| SNOW | Sept. 30, 2025 | 988 | $221,085 | 41.6% |
| SNOW | March 31, 2026 | 988 | $216,728 | 111.8% |
| TBIL | March 31, 2025 | 4,300 | $214,398 | |
| CEG | June 30, 2026 | 764 | $213,347 | 8.2% |
| NOW | Sept. 30, 2025 | 207 | $212,813 | -32.9% |
| FE | Sept. 30, 2025 | 5,272 | $212,251 | 3.5% |
| TSM | March 31, 2025 | 1,065 | $210,327 | 146.2% |
| VST | June 30, 2026 | 1,397 | $210,011 | -12.8% |
| STXE | March 31, 2025 | 7,549 | $208,126 | 80.1% |
| MNDY | Dec. 31, 2025 | 1,068 | $206,861 | -38.0% |
| WFC | June 30, 2026 | 2,576 | $205,075 | 5.5% |
| ISRG | June 30, 2026 | 443 | $204,395 | 1.2% |
| HYHG | Sept. 30, 2025 | 3,148 | $203,993 | No longer tracked |
| FICO | June 30, 2026 | 191 | $203,900 | -5.0% |
| FE | March 31, 2025 | 5,102 | $202,972 | 17.3% |
| STXE | Sept. 30, 2025 | 6,519 | $202,175 | 49.6% |
| UCO | March 31, 2025 | 7,341 | $201,878 | No longer tracked |
| DJUN | Sept. 30, 2025 | 4,443 | $200,031 | No longer tracked |
| RIOT | March 31, 2026 | 15,638 | $198,133 | 46.8% |
| EFT | March 31, 2025 | 13,961 | $179,122 | -14.2% |
| MARA | March 31, 2026 | 19,805 | $177,849 | 7.5% |
| PSLV | June 30, 2025 | 12,050 | $139,780 | No longer tracked |
| PHK | Sept. 30, 2025 | 20,893 | $100,286 | -8.3% |
| GGN | June 30, 2026 | 17,550 | $93,366 | No longer tracked |
| JQC | Sept. 30, 2025 | 15,488 | $83,480 | -9.3% |
| ESPR | Dec. 31, 2025 | 10,100 | $26,765 | No longer tracked |