SDCI β€” USCF ETF TR

Ownership history in WT Wealth Management  Β·  4 quarters on record

AI Ownership Summary

WT Wealth Management reported USCF ETF TR (SDCI) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.2% in 2026 Q1. The latest visible filing shows SDCI at 0.20% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SDCI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WT Wealth Management's position in USCF ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SDCI was reported at 0.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.2% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How WT Wealth Management held SDCI β€” position size vs. price
% of Fund (quarterly)    SDCI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 24,531 +103 +0.4% 0.20% $668K 2026-04-21 $27.57
2025 Q4 ADDED 24,428 +904 +3.8% 0.15% $538K 2026-02-02 $22.95
2025 Q3 ADDED 23,524 +673 +2.9% 0.16% $541K 2025-10-22 $22.24
2025 Q2 INITIATED 22,851 β€” β€” 0.15% $495K 2025-09-10 $22.00

FAQ About WT Wealth Management and SDCI

These are the practical questions this page is built to answer before you even open the full history table.

How long has WT Wealth Management reported owning SDCI?

WT Wealth Management reported SDCI across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported SDCI position in WT Wealth Management's portfolio?

The largest reported portfolio weight for SDCI was 0.20% in 2026 Q1.

What is the latest reported SDCI position on this page?

The most recent filing on this page is 2026 Q1, when WT Wealth Management reported 24,531 shares, equal to 0.20% of portfolio, with an estimated market value of $668K.

What does the chart on this SDCI ownership page compare?

The chart compares WT Wealth Management's quarterly SDCI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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