Empirical Finance’s Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF WIZ Stock Holding History

Empirical Finance’s Portfolio WIZ Stock Details WIZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-12,442	Closed	-$353K	–	504
2022 Q3	$353K	Sell	12,442 -634	-5%	-$19.1K	0.04%	379
2022 Q2	$401K	Buy	13,076 +96	+0.7%	+$3.09K	0.05%	326
2022 Q1	$448K	Buy	12,980 +1	+0%	+$35	0.05%	334
2021 Q4	$479K	Sell	12,979 -1	-0%	-$37	0.06%	315
2021 Q3	$451K	Sell	12,980 -21	-0.2%	-$752	0.07%	278
2021 Q2	$466K	Sell	13,001 -49,892	-79%	-$1.74M	0.08%	257
2021 Q1	$2.1M	Hold	62,893	–	–	0.37%	67
2020 Q4	$2.1M	Hold	62,893	–	–	0.37%	67
2020 Q3	$2.01M	Hold	62,893	–	–	0.43%	52
2020 Q2	$1.79M	Hold	62,893	–	–	0.46%	50
2020 Q1	$1.4M	Buy	+62,893	New	+$1.62M	0.43%	47

Other funds holding WIZ

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JWM

Janiczek Wealth Management Denver, Colorado $477M AUM 15.17% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MCC

Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

Empirical Finance's WIZ Position: Q4 2022 in Review

Empirical Finance sold out of Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF (WIZ) in Q4 2022, closing a stake of 12,442 shares — an estimated $353K sold.

Empirical Finance first reported a position in WIZ in Q1 2020 and held it in 11 quarters. The position peaked at $2.1M in Q1 2021. 7 funds tracked by Wall St. Rank hold WIZ as of Q4 2022.

Empirical Finance reported no remaining Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF position as of Q4 2022 after selling out during the quarter.
Empirical Finance sold 12,442 Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF shares in Q4 2022, an estimated $353K.
Empirical Finance first reported a position in Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF in Q1 2020 and held it in 11 quarters.
Empirical Finance's Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF position peaked at $2.1M in Q1 2021.
7 funds tracked by Wall St. Rank held Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF as of Q4 2022.

Based on Empirical Finance's 13F filing for Q4 2022, filed 24 Jan 2023.