Position in WT
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,337,804
+$210,661 QoQ
Shares Held
138,005
-5.5% QoQ
Ownership
0.091%
of shares outstanding
% of Portfolio
1.97%
of 13F equity value
Holder Rank
#100
of 310 holders
Holding Since
Mar 2026
2 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, 2026Kiker Wealth Management, LLC holds $6,504,308 across 4 Asset Management names. WT ranks #2 (35.9% of the industry book) .
All Filings in WT
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,337,804 | 138,005 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $2,127,143 | 146,095 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||