What Is the WLTG ETF? A Complete Guide to Returns, Expense Ratio, Holdings, and Alternative ETFs
The WealthTrust DBS Long Term Growth ETF (WLTG) is an actively managed ETF that selects stocks with growth potential in pursuit of long-term capital appreciation. Its management strategy and fee structure differ from index-tracking funds, and together with its long-term outlook they serve as the key criteria for an investment decision.
SubscribeWhat Is the WealthTrust DBS Long Term Growth ETF?
This is an active ETF that selects stocks with growth potential in pursuit of long-term capital appreciation. Rather than tracking a specific index as is, the management team adjusts holding weights based on its own judgment.
It suits investors who allocate assets to growth-oriented strategies over a long time horizon and can tolerate the volatility that comes with active management.
It is an ETF run with an active (actively managed) approach by WealthTrust.
How Do You Invest in the WealthTrust DBS Long Term Growth ETF?
| Item | Details |
|---|---|
| Tracking Index | No specific index tracked (active) |
| Management Style | Active (discretionary selection) |
| Rebalancing Frequency | At the discretion of the management team |
| Dividend Frequency | Per fund policy |
| Total Expense Ratio | 0.74% |
The fund pursues long-term capital appreciation by actively selecting stocks with growth potential and adjusting holding weights as market conditions change. It does not mechanically replicate an index, so the management team's judgment feeds directly into performance.
- Growth strategy based on active stock selection
- Flexible weight adjustments across market phases
WealthTrust DBS Long Term Growth ETF Size and Costs (AUM and Management Fee)
Assets under management (AUM) stand at $76.0M, and the total expense ratio is 0.74% per year.
Because of its active management approach, the fee burden may be higher than that of index-tracking funds, and performance depends heavily on the management team's stock-selection skill.
WealthTrust DBS Long Term Growth ETF Performance and Trends
1-Year Price Performance
Dividend & Yield
52-Week Price RangeGiven the nature of growth-oriented strategies, the fund tends to show relatively strong momentum when market risk appetite is high, while price swings can widen during periods of elevated volatility. Returns vary depending on the time period.
It falls into the small-to-mid-sized category, so liquidity can be affected by fund inflows and outflows. Shifts in market interest in growth themes tend to be the main driver behind fund flows.
WealthTrust DBS Long Term Growth ETF Strengths and Weaknesses
Its active growth-selection strategy is a strength, but reliance on the management team, the fee burden, and liquidity constraints tied to its small-to-mid size are points to watch.
💪 Key Strengths
⚠️ Points to Watch
WealthTrust DBS Long Term Growth ETF Alternative ETFs and Related Products
TBFG, TUG, TUGN, CAGE, and QPX shown in the table are all actively managed growth or blended growth-and-income ETFs and serve as comparable funds in a similar category, though they differ in fee levels, management strategies, and assets under management. If you instead want low-cost exposure to broad large-cap growth stocks, you can also consider index-tracking growth ETFs such as VUG and SCHG. The difference in fees and management approach between an active growth strategy and passive growth exposure is the key criterion for choosing.
Peer Comparison ETFs| Ticker | Name | Price | Change | AUM | Total Expense Ratio | Dividend Yield | 1Y |
|---|---|---|---|---|---|---|---|
 TBFG | The Brinsmere Fund Growth ETF | $31.92 | -0.3% | $378.4M | 0.46% | 2.49% | +6.4% |
 CAGE | Calamos Autocallable Growth ETF | $28.29 | -0.9% | $183.0M | 0.74% | - | - |
 TUG | STF Tactical Growth ETF | $44.66 | -1.7% | $32.8M | 0.65% | 2.58% | +8.4% |
 QPX | AdvisorShares Q Dynamic Growth ETF | $45.96 | -0.2% | $32.3M | 1.74% | - | +3.7% |
Top Holdings| Ticker | Name | Weight | Price | Change | Market Cap | P/E | Dividend Yield |
|---|---|---|---|---|---|---|---|
 BILS | State Street SPDR Bloomberg 3-12 Month T-Bill ETF | 0.27% | $99.10 | -0.3% | $0.0M | - | 3.69% |
 IWB | iShares Russell 1000 ETF | 0.20% | $411.45 | -0.4% | $0.0M | - | 0.93% |
 ESGD | iShares Trust iShares ESG Aware MSCI EAFE ETF | 0.10% | $102.94 | +0.2% | $0.0M | - | 3.33% |
| GOOG | Alphabet Inc | 0.05% | $278.04 | -0.1% | $3.41T | 14.5 | 0.31% |
 VO | Vanguard Morningstar Mid-Cap ETF | 0.15% | $81.66 | +0.3% | $0.0M | - | 1.35% |
 QQQ | Invesco QQQ Trust Series 1 | 0.05% | $681.18 | -1.4% | $0.0M | - | 0.45% |
WealthTrust DBS Long Term Growth ETF Investor Checkpoints
Here are the points to review before investing in WLTG. As an active growth ETF, it is essential for successful long-term investing to check its management strategy, fee level, assets under management, and liquidity in advance.
| Checkpoint | What to Check | Current Status |
|---|---|---|
| 💵 Expense Ratio | Check the level of active management fees | Needs verification |
| 🧭 Management Strategy | Growth selection method and track record | Active management |
| 💧 Liquidity | Check trading volume and bid-ask spread | Needs verification |
| 📊 Size | Assets under management and stability | Small-to-mid-sized |
Performance depends heavily on the management team's judgment, and given the nature of a growth strategy, volatility can widen in risk-off phases. Liquidity constraints tied to its small-to-mid size should also be taken into account.
It is a suitable choice for investors who want to allocate assets to an active growth-selection strategy over the long term. If you want low-cost, broad growth exposure, it is wise to compare it with index-tracking alternatives such as VUG and SCHG before deciding.
SubscribeDisclaimer: This content is for informational purposes only and does not constitute investment advice. All investment responsibility lies with the investor.
This article reflects information as of July 2, 2026.
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