WealthTrust DBS Long Term Growth ETF (WLTG)

• Market cap: $41M
• 1 day: -2.20%
• 5 days: -2.50%
• 1 month: -9.51%
• 3 months: -7.97%
• 6 months: 2.78%
• Year to date: -4.39%
• 1 year: 11.88%
• 5 years: 9.65%
• 10 years: 9.65%

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

33% more funds holding

Funds holding: 3 [Q3] → 4 (+1) [Q4]

18% more capital invested

Capital invested by funds: $29.3M [Q3] → $34.7M (+$5.37M) [Q4]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q3] → 1 (+0) [Q4]

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

0.13% less ownership

Funds ownership: 87.44% [Q3] → 87.31% (-0.13%) [Q4]