WZRD ETF OPPORTUNITIES TRUST
FollowOPPOR TRADE ETF (fund)
5 managers (5 13F filers) reported a position in WZRD shares at 2025-12-31, 332,753 shares in all. 1 filer opened a position and 0 filers sold out during the quarter.
- Managers
- 5
- 13F filers
- 5
- New
- 1
- Added
- 2
- Reduced
- 1
- Sold out
- 0
- Shares held by filers
- 332,753
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 |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | 202,518 | $4.46M | <0.01% | +2,518 | 13F-HRTimeline |
| Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, … | 120,000 | $2.64M | 0.02% | 13F-HR/ATimelineGroup | |
| Apella Capital, LLC | 10,000 | $220K | <0.01% | new | 13F-HRTimeline |
| EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L… | 190 | $4.19K | <0.01% | -10 | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 45 | $991 | <0.01% | +44 | 13F-HRTimelineGroup |