Position in WT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$33,981
+$12,753 QoQ
Shares Held
2,006
+37.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#252
of 310 holders
Holding Since
Sep 2025
4 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, 2026Salomon & Ludwin, LLC holds $1,667,467 across 56 Asset Management names. WT ranks #13 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSLV |
Sprott Physical Silver Trust
|
14,738 | $278,106 | |
| 2 | BLK |
BlackRock, Inc.
|
135 | $129,810 | |
| 3 | NTRS |
Northern Trust Corp
|
679 | $118,037 | |
| 4 | PHYS |
Sprott Physical Gold Trust
|
3,059 | $92,290 | |
| 5 | BX |
Blackstone Inc.
|
555 | $65,306 | |
| 6 | APO |
Apollo Global Management, Inc.
|
530 | $62,704 | |
| 7 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
|
2,048 | $56,688 | |
| 8 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
1,379 | $53,849 |
All Filings in WT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,981 | 2,006 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $21,228 | 1,458 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $17,773 | 1,458 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $20,266 | 1,458 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||