SI
WDTE

Stirlingshire Investments’s Defiance S&P 500 Weekly Distribution ETF WDTE Stock Holding History

Stirlingshire Investments’s Portfolio WDTE Stock Details WDTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.26M Buy
42,004
+217
+0.5% +$6.57K 0.93% 20
2026
Q1 		$1.19M Sell
41,787
-2,301
-5% -$70.3K 1.04% 21
2025
Q4 		$1.4M Buy
+44,088
New +$1.44M 1.24% 17

Other funds holding WDTE

ACMG
Anchor Capital Management Group Aliso Viejo, California $145M AUM 25.76% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $405M AUM 27.41% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DSC
Duncker Streett & Co St. Louis, Missouri $591M AUM 26.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Stirlingshire Investments's WDTE Position: Q2 2026 in Review

Stirlingshire Investments increased its Defiance S&P 500 Weekly Distribution ETF (WDTE) stake by 0.52% in Q2 2026, buying an estimated $6.57K and bringing the position to 42,004 shares worth $1.26M. The position accounts for 0.93% of the portfolio, ranked #20.

Stirlingshire Investments first reported a position in WDTE in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.4M in Q4 2025. 12 funds tracked by Wall St. Rank hold WDTE as of Q2 2026.

  • Stirlingshire Investments held 42,004 shares of Defiance S&P 500 Weekly Distribution ETF worth $1.26M as of Q2 2026.
  • Stirlingshire Investments bought 217 Defiance S&P 500 Weekly Distribution ETF shares in Q2 2026, an estimated $6.57K.
  • Defiance S&P 500 Weekly Distribution ETF made up 0.93% of Stirlingshire Investments's portfolio in Q2 2026, its #20 holding.
  • Stirlingshire Investments first reported a position in Defiance S&P 500 Weekly Distribution ETF in Q4 2025 and has held it in 3 quarters since.
  • Stirlingshire Investments's Defiance S&P 500 Weekly Distribution ETF position peaked at $1.4M in Q4 2025.
  • 12 funds tracked by Wall St. Rank held Defiance S&P 500 Weekly Distribution ETF as of Q2 2026.

Based on Stirlingshire Investments's 13F filing for Q2 2026, filed 31 Jul 2026.