WDIV

ST STR SPD S&P Glo Div-US In
UnclassifiedUSCUSIP 78463X459◍ Confluence graph
Tracked 13F Holders
79
-37 QoQ
13F Value (tracked)
$109.6M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)19 adding · 7 trimming
Insider net (180d)$0

Who owns WDIV?

79 tracked 13F filers

79 tracked 13F filers disclose a position in WDIV as of the latest SEC 13F filings, a combined $109.6M 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.

#FundPosition valueSharesLast moveAs ofHistory
1AE Wealth Management LLC
$19.7M
255K
−26%
Reduced · −90K sh
Q1 2026
2LPL Financial LLC
$10.1M
131K
+1.4%
Added · +2K sh
Q1 2026
3Kingsview Wealth Management, LLC
$9.5M
119K
New
+119K sh
Q2 2026
4MORGAN STANLEY
$9.2M
119K
+8.1%
Added · +9K sh
Q1 2026
5BANK OF AMERICA CORP /DE/
$6.8M
88K
−4.7%
Reduced · −4K sh
Q1 2026
6STATE STREET CORP
$7.0M
88K
Held
Q2 2026
7GTS SECURITIES LLC
$4.5M
59K
+889%
Added · +53K sh
Q1 2026
8KKM Financial LLC
$4.2M
55K
Held
Q1 2026
9Corient Private Wealth LP
$3.9M
51K
~0%
Added · +25 sh
Q1 2026
10RAYMOND JAMES FINANCIAL INC
$3.2M
42K
+22%
Added · +8K sh
Q1 2026
11AMERIPRISE FINANCIAL INC
$3.0M
39K
−0.9%
Reduced · −352 sh
Q1 2026
12Wealthspire Advisors, LLC
$2.7M
36K
Held
Q1 2026
13ROYAL BANK OF CANADA
$2.4M
31K
+0.2%
Added · +63 sh
Q1 2026
14Mariner, LLC
$2.3M
30K
−6.7%
Reduced · −2K sh
Q1 2026
15JANE STREET GROUP, LLC
$1.5M
19K
New
+19K sh
Q1 2026
16Seneca Financial Advisors LLC
$1.5M
18K
+0.7%
Added · +122 sh
Q2 2026
17KINGSWOOD WEALTH ADVISORS, LLC
$1.3M
16K
+0.2%
Added · +34 sh
Q2 2026
18CITIGROUP INC
$1.2M
16K
+32%
Added · +4K sh
Q1 2026
19RICHARDS, MERRILL & PETERSON, INC.
$1.3M
16K
+7.9%
Added · +1K sh
Q2 2026
20ENVESTNET ASSET MANAGEMENT INC
$1.2M
15K
−12%
Reduced · −2K sh
Q1 2026
21TRUIST FINANCIAL CORP
$1.1M
14K
−6.2%
Reduced · −908 sh
Q1 2026
22Key Capital Management, INC
$1.1M
13K
+12%
Added · +1K sh
Q2 2026
23AQR CAPITAL MANAGEMENT LLC
$967K
13K
New
+13K sh
Q1 2026
24Crescent Sterling, Ltd.
$830K
10K
+5.0%
Added · +491 sh
Q2 2026
25WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$793K
10K
−2.9%
Reduced · −295 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.

Is WDIV being bought or sold by institutions?

Last quarter, 7 funds opened a new position in WDIV and 12 added to an existing one, while 7 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
7
funds
Added
12
funds
Reduced
7
funds
Exited
0
funds

Funds that own WDIV also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA34 funds$8.2B
MICROSOFT CORPMSFT34 funds$5.3B
ISHARES CORE S&P 500 ETFIVV34 funds$3.5B
AMAZON.COM INCAMZN34 funds$3.4B
ALPHABET INC-CL AGOOGL34 funds$3.1B
APPLE INCAAPL33 funds$6.2B
META PLATFORMS INC-CLASS AMETA33 funds$1.6B
SS SPDR S&P 500 ETF TRUST-USSPY33 funds$1.6B
ELI LILLY & COLLY33 funds$1.5B
HOME DEPOT INCHD33 funds$345.3M
VANGUARD S&P 500 ETFVOO32 funds$2.3B
ALPHABET INC-CL CGOOG32 funds$2.2B

Ranked by how many of WDIV's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Institutional ownership over time

41 funds-10 since Q3 2024
03978Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $28.2M

Share classes

Class13F holdersValue held
SPDWcs1129 funds$29.3B
SPEMcs951 funds$11.0B
FEZcommon316 funds$2.1B
GNRmc272 funds$3.5B
CWIcommon253 funds$2.0B
GWXcs243 funds$553.8M
RWOcs196 funds$921.2M
EDIVmc196 funds$805.3M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in WDIV

This stock 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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/WDIV/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for WDIV.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for WDIV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.