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
Download as csv
Download as Excel
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 | 1.1M | $38M | 10% | Dec 2025 |
|
| GeoWealth Management | 78k | $2.8M | -4% | Dec 2025 |
|
| Systelligence | 73k | $2.6M | -1% | Dec 2025 |
|
| Citadel Advisors | 21k | $766k | -35% | Sep 2025 |
|
| Cetera Investment Advisers | 8.5k | $302k | 2% | Dec 2025 |
|
| Norden Group | 6.2k | $222k | 0% | Dec 2025 |
|
| Advisor Group Holdings | 4.3k | $154k | -21% | Dec 2025 |
|
| CWM | 1.6k | $56k | 0% | Dec 2025 |
|
| Assetmark | 209.00 | $7.4k | -23% | Dec 2025 |
|
| Global Retirement Partners | 162.00 | $5.8k | 0% | Dec 2025 |
|
Who sold out of Affinity World Leaders Equity?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jane Street | Sep 2025 | 7.2k | $267k |
| Nbc Securities | Sep 2025 | 1.9k | $72k |