Position in WT
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$224,217
New position
Shares Held
13,236
first reported quarter
Ownership
0.009%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#220
of 310 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026Synergy Asset Management, LLC holds $2,137,666 across 5 Asset Management names. WT ranks #4 (10.5% of the industry book) .
All Filings in WT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $224,217 | 13,236 | Shares | Sole | 2026-07-22 | |
| No filing history on record for this holder in this stock. | ||||||