Ownership history in WT Wealth Management · 16 quarters on record
This page tracks every 13F SEC filing in which WT Wealth Management reported a position in PACER FDS TR (SRVR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 16,335 | +2,508 | +18.1% | 0.13% | $468K | $28.43 |
| 2025 Q3 | ADDED | 13,827 | +4,222 | +44.0% | 0.13% | $438K | $30.99 |
| 2025 Q2 | REDUCED | 9,605 | -49,285 | -83.7% | 0.09% | $310K | $31.49 |
| 2023 Q2 | ADDED | 58,890 | +14,025 | +31.3% | 0.71% | $1.7M | $27.03 |
| 2023 Q1 | REDUCED | 44,865 | -601 | -1.3% | 0.57% | $1.3M | $27.19 |
| 2022 Q4 | REDUCED | 45,466 | -3,105 | -6.4% | 0.64% | $1.3M | $26.44 |
| 2022 Q3 | ADDED | 48,571 | +9,742 | +25.1% | 0.70% | $1.4M | $25.96 |
| 2022 Q2 | REDUCED | 38,829 | -16,724 | -30.1% | 0.66% | $1.3M | $31.09 |
| 2022 Q1 | REDUCED | 55,553 | -1,190 | -2.1% | 0.83% | $2.2M | $35.03 |
| 2021 Q4 | ADDED | 56,743 | +3,064 | +5.7% | 0.90% | $2.5M | $38.83 |
As of 2025 Q4 — sorted by position size