WT ASSET MANAGEMENT LTD

HONG KONG, K3 Investment Advisor How do I update this listing?

WT Asset Management LTD is based out of Hong Kong. WT Asset Management LTD is a registered investment advisory firm Their last reported 13F filing for Q2 2021 included $590,064,000 in managed 13F securities and a top 10 holdings concentration of 94.23%. WT Asset Management LTD's largest holding is Tesla Inc with shares held of 172,372. Whalewisdom has at least 13 13F filings

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06/30/2021

13F Activity

  • Market Value $590.064 Million
  • Prior Market Value $595.023 Million
  • New Purchases8 stocks
  • Additional Purchases2 stocks
  • Sold out of11 stocks
  • Reduced holdings in4 stocks
  • Top 10 Holdings % 94.23 %
  • Turnover % [1]:135.71%
  • Turnover Alt % [2]: 63.74 %
  • Time Held Top20:1.36 quarters
  • Time Held Top10:1.50 quarters
  • Time Held All:1.64 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2021

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2021-08-16

Performance for Q2 2021: -9.37%
Performance Last 4 Quarters: 7.32%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

WT ASSET MANAGEMENT LIMITED
ROOM 607-8, 6TH FLOOR,NEW WORLD TOWER, 16-18 QUEEN'S ROAD
CENTRAL, HONG KONG    00000
Country: China

Business Phone: +852-3468-3282
Fax:
Professional Investment Advisor Data
SEC Registration as :
Form of Organization: Other (specify) HONG KONG COMPANY LIMITED BY SHARES
Organized in:
Number of employees:
Other Business Activities:
Advisor Fees/Compensation:
Amount of client funds and securities:
Total Number of Clients: 0
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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