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Venturi Wealth Management’s Inspire International ETF WWJD Stock Holding History

Venturi Wealth Management’s Portfolio WWJD Stock Details WWJD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-497
Closed -$14.4K – 1866
2024
Q4 		$14.4K Buy
497
+25
+5% +$762 ﹤0.01% 1341
2024
Q3 		$15.2K Buy
472
+17
+4% +$521 ﹤0.01% 1096
2024
Q2 		$13.4K Hold
455
– – ﹤0.01% 1039
2024
Q1 		$13.7K Hold
455
– – ﹤0.01% 845
2023
Q4 		$13.4K Buy
+455
New +$12.4K ﹤0.01% 808

Other funds holding WWJD

IA
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.43B AUM 49.04% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 1-Year Est. Return
TPBG
Turning Point Benefit Group Frederick, Maryland $232M AUM 19.12% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
EverSource Wealth Advisors
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $157M AUM 15.51% 1-Year Est. Return

Venturi Wealth Management's WWJD Position: Q1 2025 in Review

Venturi Wealth Management sold out of Inspire International ETF (WWJD) in Q1 2025, closing a stake of 497 shares — an estimated $14.4K sold.

Venturi Wealth Management first reported a position in WWJD in Q4 2023 and held it in 5 quarters. The position peaked at $15.2K in Q3 2024. 85 funds tracked by Wall St. Rank hold WWJD as of Q1 2025.

  • Venturi Wealth Management reported no remaining Inspire International ETF position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 497 Inspire International ETF shares in Q1 2025, an estimated $14.4K.
  • Venturi Wealth Management first reported a position in Inspire International ETF in Q4 2023 and held it in 5 quarters.
  • Venturi Wealth Management's Inspire International ETF position peaked at $15.2K in Q3 2024.
  • 85 funds tracked by Wall St. Rank held Inspire International ETF as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.