WUGI INVESTMENT MANAGERS SER TR I
FollowAXS ES NE EC ETF (fund)
9 managers (9 13F filers) reported a position in WUGI shares at 2025-12-31, 58,819 shares in all. 2 filers opened a position and 2 filers sold out during the quarter.
- Managers
- 9
- 13F filers
- 9
- New
- 2
- Added
- 3
- Reduced
- 1
- Sold out
- 2
- Shares held by filers
- 58,819
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 |
|---|---|---|---|---|---|
| CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC | 31,484 | $2.28M | <0.01% | +11,296 | 13F-HRTimelineGroup |
| WealthBridge Capital Management, LLC | 10,582 | $766K | 0.17% | -7 | 13F-HRTimeline |
| JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC | 8,021 | $580K | <0.01% | +994 | 13F-HRTimelineGroup |
| FLOW TRADERS U.S. LLC | 5,996 | $434K | 0.01% | +3,426 | 13F-HRTimeline |
| Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC | 1,898 | $137K | <0.01% | new | 13F-HRTimelineGroup |
| Federation des caisses Desjardins du Qu… | 311 | $22.5K | <0.01% | 0 | 13F-HRTimeline |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 300 | $21.7K | <0.01% | 0 | 13F-HRTimelineGroup |
| Cape Investment Advisory, Inc. | 127 | $9.22K | <0.01% | new | 13F-HRTimeline |
| AdvisorNet Financial, Inc | 100 | $7.24K | <0.01% | 0 | 13F-HRTimeline |