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TrustWell Financial Advisors’s Vident International Equity Strategy VIDI Stock Holding History

TrustWell Financial Advisors’s Portfolio VIDI Stock Details VIDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$300K Sell
7,695
-4,291
-36% -$168K 0.25% 66
2026
Q1 		$433K Sell
11,986
-837
-7% -$30.5K 0.41% 43
2025
Q4 		$432K Buy
+12,823
New +$423K 0.42% 42

Other funds holding VIDI

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $13.9B AUM 53.47% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
W
WorthPointe La Jolla, California $399M AUM 22.49% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

TrustWell Financial Advisors's VIDI Position: Q2 2026 in Review

TrustWell Financial Advisors reduced its Vident International Equity Strategy (VIDI) stake by 36% in Q2 2026, selling an estimated $168K and leaving 7,695 shares worth $300K. The position accounts for 0.25% of the portfolio, ranked #66.

TrustWell Financial Advisors first reported a position in VIDI in Q4 2025 and has held it in 3 quarters since. The position peaked at $433K in Q1 2026. 31 funds tracked by Wall St. Rank hold VIDI as of Q2 2026.

  • TrustWell Financial Advisors held 7,695 shares of Vident International Equity Strategy worth $300K as of Q2 2026.
  • TrustWell Financial Advisors sold 4,291 Vident International Equity Strategy shares in Q2 2026, an estimated $168K.
  • Vident International Equity Strategy made up 0.25% of TrustWell Financial Advisors's portfolio in Q2 2026, its #66 holding.
  • TrustWell Financial Advisors first reported a position in Vident International Equity Strategy in Q4 2025 and has held it in 3 quarters since.
  • TrustWell Financial Advisors's Vident International Equity Strategy position peaked at $433K in Q1 2026.
  • 31 funds tracked by Wall St. Rank held Vident International Equity Strategy as of Q2 2026.

Based on TrustWell Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.