Among active 13F managers last quarter, 4 opened and 2 added, while 1 reduced; the largest holder to move was Citadel Advisors LLC (+91%).
36 tracked 13F filers disclose a position in WDEF as of the latest SEC 13F filings, a combined $18.6M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Marks Group Wealth Management, Inc | 204K | $5.6M | ▼−22% Reduced · −57K sh | Q2 2026 | |
| 2 | Raymond James Financial Inc | 85K | $2.6M | ▲+395% Added · +68K sh | Q1 2026 | |
| 3 | Royal Bank Of Canada | 58K | $1.8M | ▲+7.5% Added · +4K sh | Q1 2026 | |
| 4 | Security National Bank | 52K | $1.4M | ▼−29% Reduced · −21K sh | Q2 2026 | |
| 5 | Osaic Holdings, Inc. | 36K | $1.1M | ▲+326% Added · +28K sh | Q1 2026 | |
| 6 | Jane Street Group, LLC | 35K | $1.1M | ▲+218% Added · +24K sh | Q1 2026 | |
| 7 | Corient Private Wealth LP | 35K | $1.1M | —Held | Q1 2026 | |
| 8 | LPL Financial LLC | 17K | $534K | ▲New +17K sh | Q1 2026 | |
| 9 | Citadel Advisors LLC | 16K | $429K | ▲+91% Added · +8K sh | Q2 2026 | |
| 10 | Wealth Enhancement Advisory Services, LLC | 15K | $408K | ▲+1.2% Added · +175 sh | Q2 2026 | |
| 11 | Forthright Family Wealth Advisory LLC | 10K | $282K | ▲Added Added · +10K sh | Q2 2026 | |
| 12 | SFMG, LLC | 10K | $282K | ▼−3.7% Reduced · −403 sh | Q2 2026 | |
| 13 | Integrated Investment Consultants, LLC | 9K | $249K | ▲New +9K sh | Q2 2026 | |
| 14 | CreativeOne Wealth, LLC | 9K | $242K | ▼−18% Reduced · −2K sh | Q2 2026 | |
| 15 | Susquehanna International Group, LLP | 8K | $252K | ▲New +8K sh | Q1 2026 | |
| 16 | Bison Wealth, LLC | 8K | $234K | ▲New +8K sh | Q2 2026 | |
| 17 | National Bank Of Canada | 7K | $200K | ▲+115% Added · +3K sh | Q1 2026 | |
| 18 | Smartleaf Asset Management LLC | 5K | $137K | —Held | Q2 2026 | |
| 19 | Bank Of Montreal | 4K | $124K | ▲New +4K sh | Q1 2026 | |
| 20 | Halbert Hargrove Global Advisors, LLC | 4K | $109K | ▲+13% Added · +406 sh | Q1 2026 | |
| 21 | Federation des caisses Desjardins du Quebec | 3K | $75K | ▼−7.6% Reduced · −225 sh | Q2 2026 | |
| 22 | Huntington National Bank | 2K | $62K | —Held | Q2 2026 | |
| 23 | PNC Financial Services Group, Inc. | 2K | $57K | ▲+206% Added · +1K sh | Q1 2026 | |
| 24 | Harbour Investments, Inc. | 2K | $48K | ▲New +2K sh | Q1 2026 | |
| 25 | GFS Advisors, LLC | 1K | Withheld | ▲New +1K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 4 funds opened a new position in WDEF and 2 added to an existing one, while 1 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 10 funds | $13.9B |
| Nvidia CorpNVDA | 10 funds | $2.7B |
| Microsoft CorpMSFT | 10 funds | $1.7B |
| Broadcom IncAVGO | 10 funds | $1.3B |
| Alphabet Inc-CL AGOOGL | 10 funds | $1.2B |
| Eli Lilly & CoLLY | 10 funds | $1.2B |
| Alphabet Inc-CL CGOOG | 10 funds | $1.1B |
| Abbvie IncABBV | 10 funds | $946.0M |
| JPMorgan Chase & CoJPM | 10 funds | $887.7M |
| Walmart IncWMT | 10 funds | $739.1M |
| Oracle CorpORCL | 10 funds | $720.1M |
| Meta Platforms Inc-Class AMETA | 10 funds | $705.3M |
Ranked by how many of WDEF's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in WDEF.
No filings captured for this ticker in the live stream yet.
Connected entities for WDEF
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/WDEF/capital-change-brief"
Use Arkolith's capital_change_brief for WDEF. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for WDEF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.