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Affinity World Leaders Equity shares owned by CWM

Quarter-by-quarter ownership of Affinity World Leaders Equity (WLDR) shares owned by CWM from 13F filings

Historical chart of CWM investment in Affinity World Leaders Equity

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All positions including Affinity World Leaders Equity held by CWM consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Affinity World Leaders Equity by CWM

Quarter filed Position value Share count Share price at filing
2025-09-30 $58k 1.6k 36.83
2025-06-30 $52k 1.6k 33.02
2025-03-31 $50k 1.7k 28.70
2024-12-31 $52k 1.7k 29.85
2024-09-30 $58k 1.7k 33.30
2024-06-30 $56k 1.8k 30.89
2024-03-31 $765k 25k 31.24
2023-12-31 $1.7M 61k 27.39
2023-09-30 $1.4M 56k 25.39
2023-06-30 $7.0k 254 27.56

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Spdr Series Trust Portfolio S&p500 (SPLG)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust Portfolio Agrgte (SPAB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 100 Etf (OEF)
Pimco Etf Tr Active Bd Etf (BOND)
Amazon (AMZN)

View all positions for CWM

Top funds holding Affinity World Leaders Equity

Sowell Financial Services
GeoWealth Management
Systelligence
Citadel Advisors
Cetera Investment Advisers
Jane Street
Norden Group
Advisor Group Holdings
Nbc Securities
CWM
Assetmark
Global Retirement Partners

View all funds holding Affinity World Leaders Equity