WLDR TWO RDS SHARED TR
FollowSIMP AF WORL ETF (fund)
12 managers (12 13F filers) reported a position in WLDR shares at 2025-12-31, 1,241,739 shares in all. 0 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 12
- 13F filers
- 12
- New
- 0
- Added
- 2
- Reduced
- 6
- Sold out
- 1
- Shares held by filers
- 1,241,739
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 2025
Filers in the available 13F reports with a share position at 2025-12-31, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Sowell Financial Services LLC | 1,061,026 | $37.8M | 1.39% | +100,103 | 13F-HRTimeline |
| GeoWealth Management, LLC | 77,856 | $2.77M | 0.1% | -2,848 | 13F-HRTimeline |
| Systelligence, LLC | 72,592 | $2.58M | 0.49% | -531 | 13F-HRTimeline |
| CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC | 8,584 | $305K | <0.01% | -12,083 | 13F-HRTimelineGroup |
| Cetera Investment Advisers | 8,490 | $302K | <0.01% | +172 | 13F-HRTimeline |
| NORDEN GROUP LLC | 6,230 | $222K | 0.02% | 0 | 13F-HRTimeline |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 4,340 | $154K | <0.01% | -1,141 | 13F-HRTimelineGroup |
| CWM, LLCin group CWM, LLC | 1,575 | $56K | <0.01% | 0 | 13F-HRTimelineGroup |
| LANARK FINANCIAL, INC. | 397 | $14.1K | <0.01% | -1,552 | 13F-HRTimeline |
| MORGAN STANLEYin group MORGAN STANLEY | 278 | $9.89K | <0.01% | 0 | 13F-HR/ATimelineGroup |
| ASSETMARK, INCin group ASSETMARK, INC | 209 | $7.43K | <0.01% | -63 | 13F-HRTimelineGroup |
| Global Retirement Partners, LLC | 162 | $5.76K | <0.01% | 0 | 13F-HRTimeline |