Wedbush Securities’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Wedbush Securities’s Portfolio CWI Stock Details CWI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$719K	Sell	17,793 -5,621	-24%	-$229K	0.02%	585
2026 Q2	$952K	Buy	23,414 +2,230	+11%	+$88.4K	0.02%	496
2026 Q1	$775K	Buy	21,184 +1,022	+5%	+$38.5K	0.02%	544
2025 Q4	$724K	Buy	20,162 +9,126	+83%	+$323K	0.02%	555
2025 Q3	$385K	Buy	11,036 +3,901	+55%	+$131K	0.01%	757
2025 Q2	$233K	Buy	+7,135	New	+$219K	0.01%	967

Other funds holding CWI

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

Atlas Private Wealth Advisors Matawan, New Jersey $462M AUM 14.2% 1-Year Est. Return

AIA

Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Portus Wealth Advisors Charlotte, North Carolina $122M AUM 28.32% 1-Year Est. Return

Wedbush Securities's CWI Position: Q3 2026 in Review

Wedbush Securities reduced its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 24% in Q3 2026, selling an estimated $229K and leaving 17,793 shares worth $719K. The position accounts for 0.02% of the portfolio, ranked #585.

Wedbush Securities first reported a position in CWI in Q2 2025 and has held it in 6 quarters since. The position peaked at $952K in Q2 2026. 77 funds tracked by Wall St. Rank hold CWI as of Q3 2026.

Wedbush Securities held 17,793 shares of State Street SPDR MSCI ACWI ex-US ETF worth $719K as of Q3 2026.
Wedbush Securities sold 5,621 State Street SPDR MSCI ACWI ex-US ETF shares in Q3 2026, an estimated $229K.
State Street SPDR MSCI ACWI ex-US ETF made up 0.02% of Wedbush Securities's portfolio in Q3 2026, its #585 holding.
Wedbush Securities first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q2 2025 and has held it in 6 quarters since.
Wedbush Securities's State Street SPDR MSCI ACWI ex-US ETF position peaked at $952K in Q2 2026.
77 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q3 2026.

Based on Wedbush Securities's 13F filing for Q3 2026, filed 22 Oct 2026.