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Tortoise Capital Series Trus shares owned by WT Wealth Management

Quarter-by-quarter ownership of Tortoise Capital Series Trus (TCAI) shares owned by WT Wealth Management from 13F filings

Historical chart of WT Wealth Management investment in Tortoise Capital Series Trus

Tip: Access up to 7 years of quarterly data

All positions including Tortoise Capital Series Trus held by WT Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tortoise Capital Series Trus by WT Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.5M 45k 55.92

More positions owned by WT Wealth Management

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Etfs Gold Tr Physcl Gold Shs (SGOL)
Vaneck Etf Trust Semiconductr Etf (SMH)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl C (GOOG)
Wisdomtree Tr Floatng Rat Trea (USFR)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Amazon (AMZN)
Apple (AAPL)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)
Tidal Trust Iii Vist Elec Su Etf (POW)
Harbor Etf Trust Ares Systematic (SIHY)
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)

View all positions for WT Wealth Management

Top funds holding Tortoise Capital Series Trus

Capital Investment Advisory Services
Sterneck Capital Management
Jane Street
BIP Wealth
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Summit Financial
Parallel Advisors
HighTower Advisors
Gts Securities
WT Wealth Management
Farther Finance Advisors
Mml Investors Services
VestGen Advisors
Atria Investments
IHT Wealth Management

View all funds holding Tortoise Capital Series Trus