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WMP
Wealth Management Partners’s
Cambria Shareholder Yield ETF
SYLD
Stock Holding History
Wealth Management Partners’s Portfolio
SYLD Stock Details
SYLD Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$517K
Sell
6,856
-41
-0.6%
-$3.06K
0.15%
101
2025
Q4
$479K
Sell
6,897
-855
-11%
-$58.7K
0.14%
100
2025
Q3
$532K
Sell
7,752
-227
-3%
-$15.4K
0.17%
90
2025
Q2
$531K
Sell
7,979
-506
-6%
-$31.5K
0.19%
88
2025
Q1
$541K
Buy
8,485
+92
+1%
+$6.23K
0.25%
75
2024
Q4
$575K
Buy
8,393
+1,850
+28%
+$134K
0.25%
72
2024
Q3
$473K
Sell
6,543
-14
-0.2%
-$978
0.22%
72
2024
Q2
$448K
Buy
6,557
+401
+7%
+$28K
0.22%
69
2024
Q1
$451K
Sell
6,156
-20
-0.3%
-$1.37K
0.23%
74
2023
Q4
$417K
Sell
6,176
-799
-11%
-$49.8K
0.23%
72
2023
Q3
$431K
Buy
6,975
+1,800
+35%
+$113K
0.27%
70
2023
Q2
$317K
Buy
5,175
+100
+2%
+$5.79K
0.2%
85
2023
Q1
$298K
Buy
+5,075
New
+$314K
0.21%
88
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$1.66T AUM
25.57%
1-Year Est. Return
Raymond James Financial
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$324B AUM
22.36%
1-Year Est. Return
LPL Financial
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$376B AUM
19.32%
1-Year Est. Return
Focus Partners Wealth
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$89.9B AUM
20.5%
1-Year Est. Return
RWP
Revolve Wealth Partners
Hackensack, New Jersey
$961M AUM
22.88%
1-Year Est. Return
IA
Intellus Advisors
Naples, Florida
$732M AUM
29.73%
1-Year Est. Return
VA
VestGen Advisors
Inverness, Illinois
$3.57B AUM
26.04%
1-Year Est. Return
RIL
Rothschild Investment LLC
Chicago, Illinois
$1.91B AUM
24.37%
1-Year Est. Return
AFFA
ALM First Financial Advisors
Dallas, Texas
$594M AUM
19.62%
1-Year Est. Return
Cetera Investment Advisers
Schaumburg, Illinois
$94B AUM
20.14%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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