Skip to content

WLDR TWO RDS SHARED TR

Follow

SIMP AF WORL ETF (fund)

15 managers (15 13F filers) reported a position in WLDR shares at 2026-06-30, 1,476,514 shares in all. 1 filer opened a position and 4 filers sold out during the quarter.

Managers
15
13F filers
15
New
1
Added
6
Reduced
3
Sold out
4
Shares held by filers
1,476,514

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Sowell Financial Services LLC1,190,369$55.3M1.81%+110,76713F-HRTimeline
LPL Financial LLC84,323$3.92M<0.01%+49,82213F-HRTimeline
GeoWealth Management, LLC80,077$3.72M0.12%+32713F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV43,713$2.03M1.19%+39313F-HRTimeline
RATIONAL ADVISORS, INC.26,563$1.23M0.11%+3,03613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.15,986$743K<0.01%-7,82013F-HRTimelineGroup
Cetera Investment Advisers12,264$570K<0.01%+1,47413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,606$307K<0.01%new13F-HRTimelineGroup
NORDEN GROUP LLC6,230$290K0.02%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,144$236K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,200$195K<0.01%-14013F-HRTimelineGroup
LANARK FINANCIAL, INC.397$18.4K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY278$12.9K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC202$9.38K<0.01%-27213F-HRTimelineGroup
Global Retirement Partners, LLC162$7.53K<0.01%13F-HRTimeline