Position in WT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$5,319
+$748 QoQ
Shares Held
314
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#276
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, 2026United Financial Planning Group LLC holds $892,043 across 21 Asset Management names. WT ranks #17 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CET |
Central Securities Corp
|
5,009 | $262,722 | |
| 2 | CHY |
Calamos Convertible & High Income Fund
|
10,000 | $136,200 | |
| 3 | MXF |
Mexico Fund Inc
|
5,255 | $114,926 | |
| 4 | MSIF |
Msc Income Fund, Inc.
|
8,363 | $96,759 | |
| 5 | BX |
Blackstone Inc.
|
530 | $62,365 | |
| 6 | ASG |
Liberty All Star Growth Fund Inc.
|
6,941 | $37,967 | |
| 7 | TY |
TRI-CONTINENTAL Corp
|
1,043 | $35,900 | |
| 8 | JOF |
Japan Smaller Capitalization Fund Inc
|
2,800 | $32,984 |
All Filings in WT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,319 | 314 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $4,571 | 314 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||