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Disclosery

Shaker Financial Services, LLC: WDI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Shaker Financial Services, LLC on WDI, newest first. How the timeline and the estimate are built.

Shaker Financial Services, LLC held 19,584 WDI shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,584 shares
    Change vs previous 13F -131,882 shares

    0.08% of the 13F portfolio, value $265,560.

    13F-HR 0001172661-26-002630 filed by Shaker Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 151,466 shares
    Change vs previous 13F +18,254 shares

    0.71% of the 13F portfolio, value $2,035,704.

    13F-HR 0001172661-26-001718 filed by Shaker Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 133,212 shares
    Change vs previous 13F +133,212 shares

    0.59% of the 13F portfolio, value $1,858,995.

    13F-HR 0001172661-26-000312 filed by Shaker Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -42,886 shares

    13F-HR 0001172661-25-002882 filed by Shaker Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-03-31
    13F 42,886 shares
    Change vs previous 13F -40,150 shares

    0.24% of the 13F portfolio, value $626,369.

    13F-HR 0001172661-25-001629 filed by Shaker Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 83,036 shares
    Change vs previous 13F +55,698 shares

    0.45% of the 13F portfolio, value $1,183,263.

    13F-HR 0001172661-25-000750 filed by Shaker Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 27,338 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $432,720.

    13F-HR 0001172661-24-004432 filed by Shaker Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).