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WT US Adaptive MV AVG Fund (WAMA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Halbert Hargrove Global Advisors, LLC
INCREASED
Shares7,396,874 from 7,039,294
Change+357,580 (+5%)
Value$198.2M (+$13.9M)
Filed 2026-10-16
Clifford Swan Investment Counsel LLC
NEW
Shares14,457
Change+14,457
Value$387.4K
Filed 2026-11-05
Citadel Advisors LLC
N/A
Shares— from 24,294
Change-24,294 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 14,915
Change-14,915 (-100%)
Value—
Kensington Investment Counsel, LLC
N/A
Shares— from 7,951
Change-7,951 (-100%)
Value—
FMR LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Status
Halbert Hargrove Global Advisors, LLC
INCREASED7,396,8747,039,294+357,580+5%$184.3M$198.2M+$13.9M2026-10-16
Clifford Swan Investment Counsel LLC
NEW14,457—+14,457——$387.4K—2026-11-05
Citadel Advisors LLC
N/A—24,294-24,294-100%$636.0K———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—14,915-14,915-100%$390.4K———
Kensington Investment Counsel, LLC
N/A—7,951-7,951-100%$208.1K———
FMR LLC
N/A—8-8-100%$209———
Showing 6 of 6 institutions