Among active 13F managers last quarter, 4 added and 1 reduced; the largest holder to move was Sowell Financial Services LLC (+10%).
16 tracked 13F filers disclose a position in WLDR as of the latest SEC 13F filings, a combined $65.5M 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 | Sowell Financial Services LLC | 1.2M | $55.3M | ▲+10% Added · +111K sh | Q2 2026 | |
| 2 | GeoWealth Management, LLC | 80K | $3.7M | ▲+0.4% Added · +327 sh | Q2 2026 | |
| 3 | Fig Financial Advisory Services Inc | 44K | $2.0M | ▲+0.9% Added · +393 sh | Q2 2026 | |
| 4 | LPL Financial LLC | 35K | $1.3M | ▲New +35K sh | Q1 2026 | |
| 5 | Rational Advisors, Inc. | 27K | $1.2M | ▲+13% Added · +3K sh | Q2 2026 | |
| 6 | Equitable Holdings, Inc. | 16K | $743K | ▼−33% Reduced · −8K sh | Q2 2026 | |
| 7 | Cetera Investment Advisers | 11K | $401K | ▲+27% Added · +2K sh | Q1 2026 | |
| 8 | Norden Group LLC | 6K | $290K | —Held | Q2 2026 | |
| 9 | Jones Financial Companies LLLP | 5K | $188K | ▲+858% Added · +5K sh | Q1 2026 | |
| 10 | Osaic Holdings, Inc. | 4K | $161K | —Held | Q1 2026 | |
| 11 | CWM, LLC | 1K | $47K | ▼−19% Reduced · −301 sh | Q1 2026 | |
| 12 | UBS Group AG | 401 | $15K | ▼−71% Reduced · −997 sh | Q1 2026 | |
| 13 | Lanark Financial, Inc. | 397 | $18K | —Held | Q2 2026 | |
| 14 | Morgan Stanley | 278 | $10K | —Held | Q1 2026 | |
| 15 | AssetMark, Inc | 202 | $9K | ▼−57% Reduced · −272 sh | Q2 2026 | |
| 16 | Global Retirement Partners, LLC | 162 | $8K | —Held | 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.
Last quarter, 4 funds added to an existing position in WLDR, 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 |
|---|---|---|
| Alphabet Inc-CL AGOOGL | 8 funds | $292.0M |
| SS SPDR BB 1-3M T-Bill ETFBIL | 8 funds | $200.7M |
| Walmart IncWMT | 8 funds | $95.5M |
| Corning IncGLW | 8 funds | $38.5M |
| Welltower IncWELL | 8 funds | $27.7M |
| Apple IncAAPL | 7 funds | $720.7M |
| Ishares Core S&P 500 ETFIVV | 7 funds | $701.8M |
| Nvidia CorpNVDA | 7 funds | $617.8M |
| Vanguard S&P 500 ETFVOO | 7 funds | $594.1M |
| SS SPDR S&P 500 ETF Trust-USSPY | 7 funds | $462.3M |
| Ste STR SPDR PT S&P 500 ETFSPYM | 7 funds | $386.2M |
| Amazon.com IncAMZN | 7 funds | $373.1M |
Ranked by how many of WLDR's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in WLDR.
| Class | 13F holders | Value held |
|---|---|---|
| LSAFUIE | 20 funds | $38.9M |
| LSATUIE | 19 funds | $25.0M |
| AFIFETF | 17 funds | $94.0M |
| WLDRthis pageSIMP AF WORL ETF | 16 funds | $65.5M |
| CGVETF | 13 funds | $74.9M |
| AESRETF | 13 funds | $21.0M |
| DYLDLEADERSHARES DY | 13 funds | $20.1M |
| RPHSREGENTS PK HDGD | 13 funds | $4.2M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for WLDR
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.