Ownership history in WT Wealth Management Β· 21 quarters on record
This page tracks every 13F SEC filing in which WT Wealth Management reported a position in VANECK VECTORS ETF TR (SMH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π WT Wealth Management outperformed the S&P 500 by +24.8% annually on this SMH position. Timing score: 50% (10/20 decisions correct). Average cost basis: $132.30. Maximum drawdown during holding period: β40.1%.
π₯ Exceptional β beat the S&P 500 by 24.8% per year on this position.
20 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
10 of 20 add/trim decisions correct
Best entry: $56.55 (2019 Q3) Β· Worst: $210.81 (2025 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
9 adds Β· 12 trims. Bought during 4 of 7 down-price quarters. π Predominantly trimming β distribution phase.
π WT Wealth Management has been actively increasing its SMH allocation β a bullish signal from insiders.
Currently 2.4% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size