Position in WLTH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$388,264
+$169,289 QoQ
Shares Held
43,430
+83.5% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#68
of 139 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 20%
Shared 0%
None 80%
Common Shares in WLTH Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026RHUMBLINE ADVISERS holds $2,465,831,415 across 140 Software - Application names. WLTH ranks #97 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
3,236,344 | $233,534,583 | |
| 2 | CRM |
Salesforce, Inc.
|
1,400,630 | $219,422,695 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
500,047 | $187,677,640 | |
| 4 | NOW |
ServiceNow, Inc.
|
1,776,116 | $176,332,796 | |
| 5 | ADP |
Automatic Data Processing Inc
|
752,498 | $168,521,927 | |
| 6 | DDOG |
Datadog, Inc.
|
605,663 | $157,690,418 | |
| 7 | ADBE |
Adobe Inc.
|
763,020 | $156,434,360 | |
| 8 | INTU |
Intuit Inc.
|
503,315 | $131,365,215 |
All Filings in WLTH
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $388,264 | 43,430 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $218,975 | 23,673 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||