NYSEARCA:WLTH LifeGoal Wealth Builder ETF (WLTH) Price, Holdings, & News $8.33 -0.01 (-0.12%) As of 06/12/2023 Add Compare Share Share Stock Analysis Stock AnalysisBuy This Stock About LifeGoal Wealth Builder ETF (NYSEARCA:WLTH) 30 days 90 days 365 days Advanced Chart View Price History Chart DataSkip Price History Chart Get WLTH alerts:Sign Up Key Stats Today's Range$8.33▼$8.3350-Day Range$8.33▼$8.3352-Week Range$7.50▼$8.85Volume100 shsAverage Volume4,772 shsMarket Capitalization$7.91 millionAssets Under Management$7.91 millionDividend Yield3.60%Net Expense Ratio0.68%Aggregate RatingN/A ETF Overview The LifeGoal Wealth Builder ETF (WLTH) is an exchange-traded fund that mostly invests in target outcome asset allocation. The fund is an actively managed fund-of-funds that allocates to equities, debt securities and commodity-linked instruments. The fund seeks long-term capital growth. WLTH was launched on Sep 9, 2021 and is managed by LifeGoal. Read More LifeGoal Wealth Builder ETF ExpensesTypeWLTHTarget Outcome ETFsMulti Asset ETFsNYSEARCA ETFsAll ETFsManagement Fee0.49%0.68%0.70%0.51%0.53%Other Expenses10.06%1.08%0.71%0.59%0.56%Total Expense10.55%1.41%1.19%0.74%0.73%Fee Waiver-9.87%-1.10%-0.60%-0.71%-0.63%Net Expense0.68%0.99%0.95%0.58%0.60% Receive WLTH Stock News and Ratings via Email Sign-up to receive the latest news and ratings for LifeGoal Wealth Builder ETF and its competitors with MarketBeat's FREE daily newsletter. Email Address WLTH ETF News HeadlinesNo headlines for this company have been tracked by MarketBeat.com WLTH ETF - Frequently Asked Questions How have WLTH shares performed this year? LifeGoal Wealth Builder ETF's stock was trading at $8.33 at the start of the year. Since then, WLTH shares have increased by 0.0% and is now trading at $8.33. How do I buy shares of LifeGoal Wealth Builder ETF? Shares of WLTH stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services. Fund Details IssuerLifeGoal Investments Fund NameLifeGoal Wealth Builder ETF Tax ClassificationRegulated Investment Company Stock ExchangeNYSEARCACurrent SymbolNYSEARCA:WLTH Inception Date9/9/2021 Fund ManagerBrett Sohns, Taylor Sohns WebN/A PhoneN/AFund Focus Asset ClassMulti Asset BenchmarkN/A CategoryAsset Allocation FocusTarget Outcome Development LevelBlended Development RegionGlobal Number of Holdings1 Fund Statistics Assets Under Management$7.91 million Average Daily Volume$0.00 Discount/Premium0.39% Administrator, Advisor and Custodian AdministratorUltimus Fund Solutions, LLC AdvisorLifeGoal Investments, LLC CustodianBrown Brothers Harriman & Co. DistributorForeside Fund Services, LLC Transfer AgentBrown Brothers Harriman & Co. TrusteeN/A Lead Market MakerCitadel Miscellaneous Outstanding Shares950,000Beta0.67 Creation Unit25,000 Creation Fee$250.00 10 Best Stocks to Own: Fall 2025Enter your email address and we'll send you MarketBeat's list of ten stocks that are set to soar in Fall 2025, despite the threat of tariffs and other economic uncertainty. These ten stocks are incredibly resilient and are likely to thrive in any economic environment.Get This Free Report Top 1 WLTH HoldingsUs DollarsHolding Weight: 100.00%Full Holdings Details This page (NYSEARCA:WLTH) was last updated on 8/20/2025 by MarketBeat.com Staff From Our PartnersWinning the AI WarWhat’s really driving the trade wars, reshoring, and sweeping executive orders? According to Porter Stansberry...Porter & Company | SponsoredElon’s BIGGEST warning yet?Tesla's About to Prove Everyone Wrong... 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