· Prices AT CLOSE 2026-07-29 (USD) — end-of-day, never a live or intraday quote
Last $36.71Day −1.38%1Y +17.0%Off 52W high −3.0%Vol (1Y) 14.0%
Daily closing price, split-adjusted to the current basis; 3y shown of 1,161 bars on file. Sampled to 240 points — every point is a real close, none averaged. Price return, not total return (dividends excluded). Source marketstack.
| Days to cover1.0d |
Short interest is FINRA semi-monthly, settlement 2026-07-15.
WLTG is not in the screener universe.
| YTD+5.4% |
| 1Y+17.0% |
| 3Y+73.0% |
| Since incept. (ann.)+9.4% |
Total return through 2026-07-29 · series begins 2021-12-08. Only the windows this history actually covers are shown.
| Ann. volatility (1Y)14.0% |
| Ann. volatility (3Y)14.6% |
| Sharpe (1Y)1.18 |
| Sharpe (3Y)1.34 |
| Max drawdown (1Y)−9.6% |
| Max drawdown (3Y)−17.1% |
| Beta (3Y vs SPY)0.89 |
Daily simple returns, annualized; drawdown is peak-to-trough within the window. Beta is the OLS slope of monthly returns on SPY's over three years. Each figure is labeled by the window it was measured over — they are not comparable across windows.
| Manager | Shares | Value | % sh out | QoQ |
|---|---|---|---|---|
| WealthTrust Asset Management, LLC | 1.3M | $45M | — | +8.1% |
| Simplicity Wealth,LLC | 197,581 | $7M | — | −11.7% |
| NEW WAVE WEALTH ADVISORS LLC | 91,259 | $3M | — | +2.3% |
| Expressive Wealth LLC | 26,433 | $993,859 | — | −15.8% |
| GTS SECURITIES LLC | 17,884 | $606,196 | — | new |
| Atria Investments, Inc | 11,468 | $388,717 | — | +12.1% |
| Summit Financial, LLC | 8,165 | $276,768 | — | −5.7% |
| MGO ONE SEVEN LLC | 6,613 | $224,158 | — | −5.4% |
Reported 13F long positions as filed for 2026-Q1 (change vs 2025-Q4). 13F covers US-listed long equity only — the sum is a LOWER BOUND on institutional ownership, never a total.
No reported quarters on file for WLTG.
