Position in VRT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$294,976
+$80,981 QoQ
Shares Held
881
+3.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,593
of 2,035 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VRT Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026WT Wealth Management holds $510,891 across 2 Electrical Equipment & Parts names. VRT ranks #1 (57.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
881 | $294,976 | |
| 2 | POWL |
Powell Industries Inc
|
754 | $215,915 |
All Filings in VRT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $294,976 | 881 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $213,995 | 854 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $204,132 | 1,260 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||