Who Owns WLDR?
Affinity World Leaders Equity ETF — Institutional Ownership & 13F Holdings
$40.33
+0.22 (+0.55%)
Market Cap
$62.2M
Shares Outstanding
1,571,106
Institutional Holders
13
Total Inst. Value
$31.4M
% of Float Held
—
QoQ Holder Change
+3
Institutional data as of Q1 2025
New Positions
6
Closed Positions
7
Increased
5
Decreased
1
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Sowell Financial Services LLC | $24.9M | 860,955 |
| 2 | GeoWealth Management, LLC | $2.4M | 83,025 |
| 3 | FLOW TRADERS U.S. LLCNew | $1.3M | 45,047 |
| 4 | JANE STREET GROUP, LLCNew | $1.0M | 36,035 |
| 5 | Systelligence, LLCNew | $735K | 25,439 |
| 6 | Cetera Investment Advisers | $263K | 9,084 |
| 7 | Astoria Portfolio Advisors LLC.New | $249K | 8,812 |
| 8 | ASSETMARK, INC | $228K | 7,895 |
| 9 | OSAIC HOLDINGS, INC.New | $159K | 5,481 |
| 10 | NBC SECURITIES, INC.New | $58K | 2,012 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Sowell Financial Services LLC | +95K | $24.9M |
| GeoWealth Management, LLC | +19K | $2.4M |
| FLOW TRADERS U.S. LLCNew | +45K | $1.3M |
| JANE STREET GROUP, LLCNew | +36K | $1.0M |
| Systelligence, LLCNew | +25K | $735K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Cetera Investment Advisers | -1K | $263K |
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Frequently Asked Questions
How many institutional investors hold WLDR?
As of Q1 2025, 13 institutional investors report holding WLDR (Affinity World Leaders Equity ETF) in their 13F filings.
Which hedge fund owns the most WLDR?
The largest institutional holder of WLDR is Sowell Financial Services LLC with $24.9M in shares.
Are institutions buying or selling WLDR?
This quarter, 6 institutions opened new positions in WLDR and 7 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.