Position in WLTH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$183,233
+$155,030 QoQ
Shares Held
20,496
+572.2% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#87
of 139 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WLTH Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Legal & General Group Plc holds $9,243,583,002 across 127 Software - Application names. WLTH ranks #99 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
13,070,492 | $943,166,701 | |
| 2 | CRM |
Salesforce, Inc.
|
5,919,390 | $927,331,635 | |
| 3 | SHOP |
Shopify Inc.
|
6,162,904 | $703,680,377 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
1,872,042 | $702,614,802 | |
| 5 | ADBE |
Adobe Inc.
|
3,186,554 | $653,307,299 | |
| 6 | NOW |
ServiceNow, Inc.
|
6,465,436 | $641,888,484 | |
| 7 | DDOG |
Datadog, Inc.
|
2,187,678 | $569,583,843 | |
| 8 | ADP |
Automatic Data Processing Inc
|
2,511,388 | $562,425,341 |
All Filings in WLTH
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $183,233 | 20,496 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $28,203 | 3,049 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $271,800 | 20,000 | Shares | Defined | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||