Skip to content

WLDR TWO RDS SHARED TR

Follow

SIMP AF WORL ETF (fund)

16 managers (16 13F filers) reported a position in WLDR shares at 2024-12-31, 917,733 shares in all. 4 filers opened a position and 4 filers sold out during the quarter.

Managers
16
13F filers
16
New
4
Added
5
Reduced
4
Sold out
4
Shares held by filers
917,733

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Sowell Financial Services LLC765,633$22.7M1.19%+71,43013F-HRTimeline
GeoWealth Management, LLC64,133$1.9M0.06%-1,99413F-HRTimeline
Signal Advisors Wealth, LLC17,141$507K0.06%+18013F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC16,937$501K0.3%+46513F-HRTimeline
Atria Investments, Inc12,759$378K<0.01%-10,61413F-HRTimeline
Cetera Investment Advisers10,377$307K<0.01%+2,69313F-HRTimeline
Private Advisor Group, LLC9,856$292K<0.01%-1,75513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,340$217K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,203$184K<0.01%013F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC4,796$142K<0.01%+24913F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,742$52K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO719$21.3K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG94$2.78K<0.01%new13F-HRTimelineGroup
LANARK FINANCIAL, INC.2$810.01%-2,60013F-HRTimeline
FMR LLCin group FMR LLC1$30<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.