Zacks Trust shares owned by Wayfinding Financial
Quarter-by-quarter ownership of Zacks Trust (SMIZ) shares owned by Wayfinding Financial
from 13F filings
Historical chart of Wayfinding Financial investment in Zacks Trust
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Quarterly reported holdings in Zacks Trust by Wayfinding Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.6M | 149k | 37.35 |
| 2025-06-30 | $5.2M | 149k | 34.65 |
| 2025-03-31 | $4.3M | 142k | 30.25 |
| 2024-12-31 | $4.8M | 139k | 34.21 |
| 2024-09-30 | $4.7M | 143k | 33.10 |
| 2024-06-30 | $4.4M | 144k | 30.49 |
| 2024-03-31 | $4.4M | 144k | 30.50 |