WLDR TWO RDS SHARED TR
FollowSIMP AF WORL ETF (fund)
14 managers (14 13F filers) reported a position in WLDR shares at 2025-06-30, 1,088,255 shares in all. 2 filers opened a position and 3 filers sold out during the quarter.
- Managers
- 14
- 13F filers
- 14
- New
- 2
- Added
- 2
- Reduced
- 7
- Sold out
- 3
- Shares held by filers
- 1,088,255
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 2025
Filers in the available 13F reports with a share position at 2025-06-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Sowell Financial Services LLC | 916,820 | $30.5M | 1.24% | +55,865 | 13F-HRTimeline |
| GeoWealth Management, LLC | 81,896 | $2.73M | 0.11% | -1,129 | 13F-HRTimeline |
| CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC | 31,913 | $1.06M | <0.01% | new | 13F-HRTimelineGroup |
| Systelligence, LLC | 25,142 | $837K | 0.15% | -297 | 13F-HRTimeline |
| Cetera Investment Advisers | 8,319 | $277K | <0.01% | -765 | 13F-HRTimeline |
| JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC | 7,019 | $234K | <0.01% | -29,016 | 13F-HRTimelineGroup |
| NORDEN GROUP LLC | 6,230 | $207K | 0.02% | new | 13F-HRTimeline |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 5,481 | $182K | <0.01% | 0 | 13F-HR/ATimelineGroup |
| LANARK FINANCIAL, INC. | 1,949 | $64K | 0.01% | -63 | 13F-HRTimeline |
| CWM, LLCin group CWM, LLC | 1,575 | $52K | <0.01% | -167 | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 1,474 | $49K | <0.01% | +983 | 13F-HRTimelineGroup |
| ASSETMARK, INCin group ASSETMARK, INC | 275 | $9.14K | <0.01% | -7,620 | 13F-HRTimelineGroup |
| Global Retirement Partners, LLC | 162 | $5.39K | <0.01% | 13F-HRTimeline | |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |