WLTG Institutional Ownership & Shareholders
WEALTHTRUST DBS LNG TRM GRW (WLTG) is currently held by 12 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $63.91M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Wealthtrust Asset Management, Llc is currently the largest disclosed institutional shareholder of WLTG tracked by InsiderSet, reporting ownership valued at approximately $49.48M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $49.21M, representing an estimated loss of -0.55% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed WLTG value among the investors covered in this analysis. Major shareholders include Wealthtrust Asset Management, Llc, Simplicity Wealth,Llc, New Wave Wealth Advisors Llc, and several other long-term asset managers with concentrated positions in WEALTHTRUST DBS LNG TRM GRW (WLTG).
This page ranks the largest institutional WLTG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
12
Total Reported Value
$63.91M
Largest Holder
Wealthtrust Asset Management, Llc
Largest Position
$49.48M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
14
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wealthtrust Asset Management, Llc | 27.35% | 1,304,850 | $49,480,563 | $49,208,503 | -$272,060 | -0.55% | |
| Simplicity Wealth,Llc | 0.22% | 196,525 | $7,452,341 | $7,411,351 | -$40,990 | -0.55% | |
| New Wave Wealth Advisors Llc | 1.10% | 107,891 | $4,155,465 | $4,068,785 | -$86,680 | -2.09% | |
| Expressive Wealth Llc | 0.93% | 26,398 | $988,744 | $995,521 | +$6,777 | +0.69% | |
| Gts Securities Llc | 0.01% | 9,665 | $362,012 | $364,486 | +$2,474 | +0.68% | |
| Atria Investments, Inc | 0.00% | 9,151 | $347,011 | $345,103 | -$1,908 | -0.55% | |
| Advisors Preferred, Llc | 0.05% | 8,299 | $308,640 | $312,972 | +$4,332 | +1.40% | |
| Mgo One Seven Llc | 0.00% | 7,812 | $296,240 | $294,606 | -$1,634 | -0.55% | |
| Susquehanna International Group, Llp | 0.00% | 6,795 | $254,511 | $256,253 | +$1,742 | +0.68% | |
| Summit Financial, Llc | 0.00% | 6,571 | $246,131 | $247,806 | +$1,675 | +0.68% | |
| Jpmorgan Chase & Co | 0.00% | 253 | $9,397 | $9,541 | +$144 | +1.53% | |
| Ubs Group Ag | 0.00% | 168 | $6,293 | $6,336 | +$43 | +0.68% |
Frequently asked questions about WLTG
Who are the largest institutional holders of WLTG?
The largest institutional holders of WLTG reported in the latest SEC Form 13F filings include Wealthtrust Asset Management, Llc, Simplicity Wealth,Llc, New Wave Wealth Advisors Llc, Expressive Wealth Llc, and Gts Securities Llc. InsiderSet ranks institutional holders by their latest reported WLTG position.
What is WLTG institutional ownership?
This page tracks WLTG positions reported by institutional investment managers through SEC Form 13F. WEALTHTRUST DBS LNG TRM GRW (WLTG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own WLTG?
InsiderSet currently tracks 12 institutional managers reporting WLTG holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of WLTG shareholders.
How much WLTG stock do institutions own?
Institutional investment managers disclosed approximately $63.91M in WLTG holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was WLTG institutional ownership last updated?
The latest WLTG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional WLTG holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its WLTG position after the reporting date.
Are institutions buying or selling WLTG?
Institutional buying and selling can be analyzed by comparing WLTG positions across consecutive 13F reporting periods. InsiderSet's WLTG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View WLTG ownership changes.
How has WLTG institutional ownership changed over time?
InsiderSet tracks WLTG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.