Position in WT
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$4,266
+$695 QoQ
Shares Held
293
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Sunbelt Securities, Inc. holds $48,748,752 across 112 Asset Management names. WT ranks #92 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPRE |
Bluerock Private Real Estate Fund
|
1,186,168 | $19,702,250 | |
| 2 | ARCC |
Ares Capital Corp
|
228,982 | $4,126,255 | |
| 3 | BX |
Blackstone Inc.
|
28,647 | $3,294,118 | |
| 4 | SLRC |
SLR Investment Corp.
|
131,347 | $1,879,575 | |
| 5 | SCM |
Stellus Capital Investment Corp
|
203,190 | $1,871,379 | |
| 6 | BXSL |
Blackstone Secured Lending Fund
|
65,438 | $1,550,226 | |
| 7 | EOS |
Eaton Vance Enhanced Equity Income Fund II
|
69,019 | $1,412,128 | |
| 8 | PNNT |
Pennantpark Investment Corp
|
298,217 | $1,338,994 |
All Filings in WT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,266 | 293 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $3,571 | 293 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $5,462 | 393 | Shares | Sole | 2025-11-19 | |
| No filing history on record for this holder in this stock. | ||||||