13 tracked 13F filers disclose a position in WLDR as of the latest SEC 13F filings, a combined $62.6M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Sowell Financial Services LLC | $55.3M | 1.2M | ▲+10% Added · +111K sh | Q2 2026 | |
| 2 | GeoWealth Management, LLC | $3.0M | 80K | ▲+2.4% Added · +2K sh | Q1 2026 | |
| 3 | CITADEL ADVISORS LLC | $1.3M | 35K | ▲+303% Added · +26K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $1.3M | 35K | ▲New +35K sh | Q1 2026 | |
| 5 | Equitable Holdings, Inc. | $847K | 24K | ▲New +24K sh | Q1 2026 | |
| 6 | Cetera Investment Advisers | $401K | 11K | ▲+27% Added · +2K sh | Q1 2026 | |
| 7 | JONES FINANCIAL COMPANIES LLLP | $188K | 5K | ▲+858% Added · +5K sh | Q1 2026 | |
| 8 | OSAIC HOLDINGS, INC. | $161K | 4K | —Held | Q1 2026 | |
| 9 | CWM, LLC | $47K | 1K | ▼−19% Reduced · −301 sh | Q1 2026 | |
| 10 | ASSETMARK, INC | $18K | 474 | ▲+127% Added · +265 sh | Q1 2026 | |
| 11 | UBS Group AG | $15K | 401 | ▼−71% Reduced · −997 sh | Q1 2026 | |
| 12 | LANARK FINANCIAL, INC. | $18K | 397 | —Held | Q2 2026 | |
| 13 | MORGAN STANLEY | $10K | 278 | —Held | Q1 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.
Last quarter, 1 fund opened a new position in WLDR and 3 added to an existing one, while 0 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).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 6 funds | $5.2B |
| ISHARES CORE S&P 500 ETFIVV | 6 funds | $4.2B |
| APPLE INCAAPL | 6 funds | $3.2B |
| AMAZON.COM INCAMZN | 6 funds | $2.6B |
| MICROSOFT CORPMSFT | 6 funds | $2.4B |
| ALPHABET INC-CL AGOOGL | 6 funds | $2.0B |
| META PLATFORMS INC-CLASS AMETA | 6 funds | $1.9B |
| BROADCOM INCAVGO | 6 funds | $1.8B |
| MICRON TECHNOLOGY INCMU | 6 funds | $1.8B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 6 funds | $1.6B |
| JPMORGAN CHASE & COJPM | 6 funds | $1.2B |
| TESLA INCTSLA | 6 funds | $1.2B |
Ranked by how many of WLDR's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/WLDR/capital-change-brief"
Use Arkolith's capital_change_brief for WLDR. 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 WLDR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.