WLDR TWO RDS SHARED TR
FollowSIMP AF WORL ETF (fund)
13 managers (13 13F filers) reported a position in WLDR shares at 2025-09-30, 1,166,873 shares in all. 1 filer opened a position and 1 filer sold out during the quarter.
- Managers
- 13
- 13F filers
- 13
- New
- 1
- Added
- 3
- Reduced
- 4
- Sold out
- 1
- Shares held by filers
- 1,166,873
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, Q3 2025
Filers in the available 13F reports with a share position at 2025-09-30, 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 | 960,923 | $35.6M | 1.37% | +44,103 | 13F-HRTimeline |
| GeoWealth Management, LLC | 80,704 | $2.99M | 0.11% | -1,192 | 13F-HRTimeline |
| Systelligence, LLC | 73,123 | $2.71M | 0.51% | +47,981 | 13F-HRTimeline |
| CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC | 20,667 | $766K | <0.01% | -11,246 | 13F-HRTimelineGroup |
| Cetera Investment Advisers | 8,318 | $308K | <0.01% | -1 | 13F-HRTimeline |
| JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC | 7,191 | $267K | <0.01% | +172 | 13F-HRTimelineGroup |
| NORDEN GROUP LLC | 6,230 | $231K | 0.02% | 0 | 13F-HRTimeline |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 5,481 | $192K | <0.01% | 0 | 13F-HRTimelineGroup |
| LANARK FINANCIAL, INC. | 1,949 | $72.2K | 0.01% | 0 | 13F-HRTimeline |
| CWM, LLCin group CWM, LLC | 1,575 | $58K | <0.01% | 0 | 13F-HRTimelineGroup |
| MORGAN STANLEYin group MORGAN STANLEY | 278 | $10.3K | <0.01% | new | 13F-HR/ATimelineGroup |
| ASSETMARK, INCin group ASSETMARK, INC | 272 | $10.1K | <0.01% | -3 | 13F-HRTimelineGroup |
| Global Retirement Partners, LLC | 162 | $6K | <0.01% | 0 | 13F-HRTimeline |