Who owns Affinity World Leaders Equity?
- Ticker: WLDR
- CUSIP Number: 90214q105
Tip: Access positions for across all investors
Analyze quarterly positions in Affinity World Leaders Equity with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Affinity World Leaders Equity stock
Who bought or sold Affinity World Leaders Equity this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Sowell Financial Services | 961k | $36M | 5% | Sep 2025 |
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| GeoWealth Management | 81k | $3.0M | -1% | Sep 2025 |
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| Systelligence | 73k | $2.7M | 191% | Sep 2025 |
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| Citadel Advisors | 21k | $766k | -35% | Sep 2025 |
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| Cetera Investment Advisers | 8.3k | $308k | 0% | Sep 2025 |
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| Jane Street | 7.2k | $267k | 2% | Sep 2025 |
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| Norden Group | 6.2k | $231k | 0% | Sep 2025 |
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| Advisor Group Holdings | 5.5k | $192k | 0% | Sep 2025 |
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| Nbc Securities | 1.9k | $72k | 0% | Sep 2025 |
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| CWM | 1.6k | $58k | 0% | Sep 2025 |
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| Assetmark | 272.00 | $10k | -1% | Sep 2025 |
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| Global Retirement Partners | 162.00 | $6.0k | 0% | Sep 2025 |
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Who sold out of Affinity World Leaders Equity?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| UBS Group | Jun 2025 | 1.5k | $49k |
| Jpmorgan Chase & Co | Mar 2025 | 909.00 | $26k |