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 | 1.1M | $40M | 2% | Mar 2026 |
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| GeoWealth Management | 80k | $3.0M | 2% | Mar 2026 |
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| Citadel Advisors | 35k | $1.3M | 303% | Mar 2026 |
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| LPL Financial | 35k | $1.3M | 100% | Mar 2026 |
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| Flow Traders US | 33k | $1.2M | 100% | Mar 2026 |
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| Equitable Holdings | 24k | $847k | 100% | Mar 2026 |
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| Huntington Asset Advisors | 24k | $875k | 100% | Mar 2026 |
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| Cetera Investment Advisers | 11k | $401k | 27% | Mar 2026 |
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| Independent Advisor Alliance | 6.9k | $256k | 100% | Mar 2026 |
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| Norden Group | 6.2k | $232k | 0% | Mar 2026 |
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| Advisor Group Holdings | 4.3k | $154k | -21% | Dec 2025 |
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| CWM | 1.6k | $56k | 0% | Dec 2025 |
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| Assetmark | 474.00 | $18k | 127% | Mar 2026 |
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| UBS Group | 401.00 | $15k | 100% | Mar 2026 |
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| Nbc Securities | 397.00 | $15k | 0% | Mar 2026 |
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| Morgan Stanley | 278.00 | $10k | 100% | Mar 2026 |
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| Global Retirement Partners | 162.00 | $5.8k | 0% | Dec 2025 |
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Who sold out of Affinity World Leaders Equity?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Systelligence | Dec 2025 | 73k | $2.6M |