Position in HOOD
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,241,458
+$777,149 QoQ
Shares Held
22,352
+5.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.74%
of 13F equity value
Holder Rank
#532
of 1,386 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HOOD Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026WT Wealth Management holds $8,174,185 across 5 Capital Markets names. HOOD ranks #2 (27.4% of the industry book) .
All Filings in HOOD
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,241,458 | 22,352 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,464,309 | 21,130 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,730,203 | 15,298 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $261,733 | 1,828 | Shares | Sole | 2025-10-22 | |
| No filing history on record for this holder in this stock. | ||||||