WT Wealth Management
Holdings in FDUS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $986,480 | 51,113 | Shares | Sole | 2026-02-02 |
| 2025-09-30 | $1,035,549 | 51,113 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $1,047,471 | 51,855 | Shares | Sole | 2025-09-10 |
| 2025-03-31 | $1,088,336 | 53,376 | Shares | Sole | 2025-05-06 |
| 2024-12-31 | $1,165,327 | 55,439 | Shares | Sole | 2025-02-05 |
| 2024-09-30 | $1,129,724 | 57,639 | Shares | Sole | 2024-10-21 |
| 2024-06-30 | $1,167,280 | 59,922 | Shares | Sole | 2024-10-21 |
| 2024-03-31 | $1,302,721 | 65,994 | Shares | Sole | 2024-10-21 |
| 2023-12-31 | $1,324,506 | 67,268 | Shares | Sole | 2024-02-08 |
| 2023-09-30 | $1,316,217 | 68,553 | Shares | Sole | 2023-12-04 |
| 2023-06-30 | $1,343,638 | 68,553 | Shares | Sole | 2023-07-25 |
| 2023-03-31 | $1,307,305 | 68,553 | Shares | Sole | 2023-04-20 |
| 2022-12-31 | $1,304,563 | 68,553 | Shares | Sole | 2023-01-20 |