Position in WT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$209,632
+$63,217 QoQ
Shares Held
12,375
+23.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#225
of 310 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Ameritas Investment Partners, Inc. holds $23,565,249 across 46 Asset Management names. WT ranks #24 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
3,471 | $3,337,573 | |
| 2 | EQH |
Equitable Holdings, Inc.
|
51,810 | $2,273,422 | |
| 3 | CG |
Carlyle Group Inc.
|
47,805 | $2,013,068 | |
| 4 | AMG |
Affiliated Managers Group, Inc.
|
4,861 | $1,644,962 | |
| 5 | SEIC |
Sei Investments Co
|
16,822 | $1,475,457 | |
| 6 | TROW |
Price T Rowe Group Inc
|
11,938 | $1,357,230 | |
| 7 | AMP |
Ameriprise Financial Inc
|
2,871 | $1,317,098 | |
| 8 | CRBG |
Corebridge Financial, Inc.
|
44,550 | $1,275,466 |
All Filings in WT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,632 | 12,375 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $146,415 | 10,056 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $122,582 | 10,056 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $139,778 | 10,056 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $141,457 | 12,290 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $121,463 | 13,617 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $142,978 | 13,617 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $136,033 | 13,617 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $134,944 | 13,617 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $125,140 | 13,617 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $94,365 | 13,617 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $95,319 | 13,617 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $79,960 | 11,656 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $68,304 | 11,656 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $63,525 | 11,656 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $54,550 | 11,656 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $59,095 | 11,656 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $68,420 | 11,656 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $71,334 | 11,656 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $66,089 | 11,656 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $72,267 | 11,656 | Shares | Other | 2021-08-06 | |
| 2021-03-31 | $72,850 | 11,656 | Shares | Other | 2021-05-14 | |
| 2020-12-31 | $62,359 | 11,656 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $37,299 | 11,656 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $40,446 | 11,656 | Shares | Other | 2020-08-05 | |
| 2020-03-31 | $27,158 | 11,656 | Shares | Other | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||