| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | Sowell Financial Services LLC | $40.2M | 1.08M | Added | Q1 2026 |
| 2 | GeoWealth Management, LLC | $3.0M | 79.8K | New | Q1 2026 |
| 3 | CITADEL ADVISORS LLC | $1.3M | 34.6K | Added | Q1 2026 |
| 4 | Equitable Holdings, Inc. | $847K | 23.8K | New | Q1 2026 |
| 5 | CWM, LLC | $47K | 1.3K | Reduced | Q1 2026 |
| 6 | ASSETMARK, INC | $18K | 474 | Added | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPORATIONNVDA | 6 funds | $5.2B |
| ISHARES TRIVV | 6 funds | $4.2B |
| APPLE INCAAPL | 6 funds | $3.2B |
| AMAZON COM INCAMZN | 6 funds | $2.6B |
| MICROSOFT CORPMSFT | 6 funds | $2.4B |
| ALPHABET INCGOOGL | 6 funds | $2.0B |
| META PLATFORMS INCMETA | 6 funds | $1.9B |
| BROADCOM INCAVGO | 6 funds | $1.8B |
| MICRON TECHNOLOGY INCMU | 6 funds | $1.8B |
| TAIWAN SEMICONDUCTOR MANUFACTSM | 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. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + 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. Every panel above is one call to the Arkolith API & MCP server.