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 | 1.2M | $55M | 10% | Jun 2026 |
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| LPL Financial | 84k | $3.9M | 144% | Jun 2026 |
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| GeoWealth Management | 80k | $3.7M | 0% | Jun 2026 |
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| Huntington Asset Advisors | 27k | $1.2M | 13% | Jun 2026 |
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| Equitable Holdings | 16k | $743k | -33% | Jun 2026 |
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| Cetera Investment Advisers | 12k | $570k | 14% | Jun 2026 |
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| Jane Street | 6.6k | $307k | 100% | Jun 2026 |
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| Norden Group | 6.2k | $290k | 0% | Jun 2026 |
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| Jones Financial Companies, L.L | 5.1k | $236k | 0% | Jun 2026 |
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| Advisor Group Holdings | 4.2k | $195k | -3% | Jun 2026 |
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| CWM | 1.3k | $47k | -19% | Mar 2026 |
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| Nbc Securities | 397.00 | $18k | 0% | Jun 2026 |
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| Morgan Stanley | 278.00 | $10k | 0% | Mar 2026 |
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| Assetmark | 202.00 | $9.4k | -57% | Jun 2026 |
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| Global Retirement Partners | 162.00 | $7.5k | 0% | Jun 2026 |
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Who sold out of Affinity World Leaders Equity?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Citadel Advisors | Mar 2026 | 35k | $1.3M |
| Flow Traders US | Mar 2026 | 33k | $1.2M |
| Independent Advisor Alliance | Mar 2026 | 6.9k | $256k |
| UBS Group | Mar 2026 | 401.00 | $15k |