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Disclosery

CWI SPDR INDEX SHS FDS

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COM (fund)

264 managers (267 13F filers) reported a position in CWI shares at 2026-03-31, 54,291,937 shares in all. 19 filers opened a position and 12 filers sold out during the quarter.

Managers
264
13F filers
267
New
19
Added
85
Reduced
74
Sold out
12
Shares held by filers
54,291,937

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Sharkey, Howes & Javer6,324$231K0.03%-3,13913F-HRTimeline
TODD ASSET MANAGEMENT LLC6,285$230K<0.01%-4,98713F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\6,149$225K<0.01%013F-HRTimelineGroup
First National Trust Co5,918$217K0.01%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC5,775$211K0.15%013F-HRTimeline
Cooke Wealth Management, LLC5,757$211K0.19%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp5,225$191K<0.01%013F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC4,758$174K0.01%-1,88613F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC4,462$165K<0.01%013F-HRTimeline
First Pacific Financial4,346$159K0.02%013F-HRTimeline
Geneos Wealth Management Inc.4,170$153K<0.01%013F-HRTimeline
10Elms LLP3,683$135K0.08%-15013F-HRTimeline
Private Wealth Management Group, LLC3,200$117K0.03%013F-HRTimeline
Napier Financial, LLC3,079$113K0.03%new13F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA3,079$113K<0.01%+413F-HRTimelineGroup
CoreCap Advisors, LLC2,900$106K<0.01%+59513F-HRTimeline
Advisory Services Network, LLC2,510$91.9K<0.01%new13F-HRTimeline
Basepoint Wealth LLC2,505$91.7K0.05%013F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding2,161$79.1KnewTimeline
TSFG, LLC1,969$72K0.01%013F-HRTimeline
Coston, McIsaac & Partners1,717$62K0.01%013F-HRTimeline
Synergy Investment Management, LLC1,668$61K0.02%new13F-HRTimeline
YANKCOM Partnership1,538$56.3K0.02%013F-HRTimeline
Rialto Wealth Management, LLC1,483$54.3K0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC1,397$51.1K<0.01%013F-HRTimeline
Newton One Investments LLC1,318$48.2K0.01%-12613F-HRTimeline
FIRST COMMUNITY TRUST NA1,312$48K0.04%013F-HRTimeline
Main Street Group, LTD1,283$47K0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,153$42.2K<0.01%new13F-HRTimelineGroup
Cassaday & Co Wealth Management LLC960$35.1K<0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.932$34.5K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP946$33.5K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.870$31.8K<0.01%+10513F-HRTimeline
Blue Trust, Inc.858$31.4K<0.01%-31613F-HRTimeline
SBI Securities Co., Ltd.806$29.5K<0.01%+16513F-HRTimeline
Scarborough Advisors, LLC800$29.3K<0.01%013F-HRTimeline
MCF Advisors LLC667$24.4K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.610$22.3K<0.01%-19,78713F-HRTimelineGroup
Tradewinds Capital Management, LLC594$21.7K<0.01%+50013F-HRTimeline
SIGNATUREFD, LLC561$20.5K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC540$19.8K<0.01%-15013F-HRTimelineGroup
MTM Investment Management, LLC528$19.3K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.523$19.1K<0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department468$17.1K<0.01%013F-HRTimelineGroup
Clean Yield Group462$16.9K<0.01%013F-HRTimeline
Investors Research Corp430$15.7K<0.01%-9313F-HRTimeline
GAMMA Investing LLC374$13.7K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…362$13.2K<0.01%-13013F-HR/ATimelineGroup
HAZLETT, BURT & WATSON, INC.360$13K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC331$12.9K<0.01%013F-HRTimeline
Joseph Group Capital Management322$11.8K<0.01%-11313F-HRTimeline
Qube Research & Technologies Ltd320$11.7K<0.01%-52113F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC305$11.2K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC242$8.86K<0.01%new13F-HRTimeline
Davis Capital Management238$8.71K0.01%013F-HRTimeline
Atomic Invest LLC199$7.04K<0.01%-813F-HRTimeline
Crews Bank & Trust181$6.62K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc174$6.37K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management154$5.63K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC146$5.34K<0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources136$4.98K<0.01%013F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC25$1K<0.01%013F-HRTimelineGroup
Wilkerson Advisory Group LLC23$842<0.01%013F-HRTimeline
Grey Ledge Advisors, LLC0$00%-88413F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.