WHGIX

Westwood Income Opport-InstETF$13.49 0.22%
UnclassifiedCUSIP 90386K506· EOD Sep 8, 2026

Among active 13F managers last quarter, 1 added and none reduced or exited; the largest holder to move was Financial Gravity Companies, Inc. (+2.9%).

Tracked 13F holders
1
13F value (tracked)
$478
13F moves · latest Q
1 added
0 reduced

Price & smart-money activity

$13.49 0.22%5Y -3.5%
$9.93$11.05$12.16$13.27$14.39202120222023202420252026
13F activity markers unavailable right nowEnd-of-day closing prices52w $12.54 – $13.71

Who owns WHGIX?

1 tracked 13F filers · ranked by shares held

1 tracked 13F filer discloses a position in WHGIX as of the latest SEC 13F filings, a combined $478 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.

#FundSharesPosition valueLast moveAs ofHistory
1Financial Gravity Companies, Inc.36
$478
+2.9%
Added · +1 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 WHGIX being bought or sold by institutions?

Last quarter, 1 fund added to an existing position in WHGIX, while none reduced or exited. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Added
1
added to an existing position
Biggest moves · ranked by size of the change, positions above a floor

Share classes

Class13F holdersValue held
MDSTWESTWOOD SALIENT29 funds$113.1M
WEEIWESTWOOD SALIENT15 funds$18.1M
QVOYQ3 ALL SEASN ACT12 funds$7.1M
QTACQ3 ALL SEASON8 funds$36.9M
YLDWWESTWOOD ENHANCE2 funds$29.7M
90386K712OPEN END TAXABLE LOAD FUND1 funds$4K
WHGIXthis pageBOND FUNDS1 funds$478

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

Recent filings

0 most recent

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

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Ask your agent what changed in WHGIX

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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/WHGIX/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for WHGIX.
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 WHGIX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.