Position in WT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$211,766
+$38,401 QoQ
Shares Held
12,501
+5.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#224
of 310 holders
Holding Since
Jun 2023
13 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, 2026Impact Partnership Wealth, LLC holds $4,807,960 across 9 Asset Management names. WT ranks #6 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TROW |
Price T Rowe Group Inc
|
17,996 | $2,045,965 | |
| 2 | SEIC |
Sei Investments Co
|
9,851 | $864,031 | |
| 3 | JHG |
Janus Henderson Group Ltd.
|
11,652 | $605,321 | |
| 4 | BEN |
Franklin Resources Inc
|
12,136 | $403,764 | |
| 5 | FSCO |
FS Credit Opportunities Corp.
|
62,933 | $314,035 | |
| 6 | WT |
WisdomTree, Inc.
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|
12,501 | $211,766 | |
| 7 | FSK |
FS KKR Capital Corp
|
14,285 | $149,992 | |
| 8 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
11,084 | $108,734 |
All Filings in WT
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,766 | 12,501 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $173,365 | 11,907 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $213,751 | 17,535 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $243,792 | 17,539 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $155,741 | 13,531 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $121,213 | 13,589 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $431,382 | 41,084 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $344,325 | 34,467 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $330,587 | 33,359 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $51,316 | 5,584 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $41,531 | 5,993 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $83,888 | 11,984 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $70,400 | 10,263 | Shares | Sole | 2023-07-17 | |
| No filing history on record for this holder in this stock. | ||||||