Position in WT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$830
+$117 QoQ
Shares Held
49
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#292
of 310 holders
Holding Since
Dec 2025
3 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, 2026Ankerstar Wealth, LLC holds $232,205 across 14 Asset Management names. WT ranks #9 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
1,507 | $177,328 | |
| 2 | BXSL |
Blackstone Secured Lending Fund
|
571 | $13,538 | |
| 3 | BLK |
BlackRock, Inc.
|
12 | $11,538 | |
| 4 | BPRE |
Bluerock Private Real Estate Fund
|
592 | $7,701 | |
| 5 | MAIN |
Main Street Capital CORP
|
139 | $7,211 | |
| 6 | DXYZ |
Destiny Tech100 Inc.
|
278 | $7,161 | |
| 7 | ARCC |
Ares Capital Corp
|
213 | $3,946 | |
| 8 | AAMI |
Acadian Asset Management Inc.
|
13 | $929 |
All Filings in WT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $830 | 49 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $713 | 49 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $597 | 49 | Shares | Other | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||