WESPAC Advisors’s Global X Wind Energy ETF WNDY Stock Holding History

WESPAC Advisors’s Portfolio WNDY Stock Details WNDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-60,684	Closed	-$776K	–	169
2023 Q3	$776K	Buy	60,684 +683	+1%	+$9.88K	0.58%	61
2023 Q2	$958K	Buy	60,001 +3,355	+6%	+$56K	0.77%	46
2023 Q1	$984K	Buy	+56,646	New	+$1.02M	0.93%	44

Other funds holding WNDY

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

WESPAC Advisors's WNDY Position: Q4 2023 in Review

WESPAC Advisors sold out of Global X Wind Energy ETF (WNDY) in Q4 2023, closing a stake of 60,684 shares — an estimated $776K sold.

WESPAC Advisors first reported a position in WNDY in Q1 2023 and held it in 3 quarters. The position peaked at $984K in Q1 2023. 7 funds tracked by Wall St. Rank hold WNDY as of Q4 2023.

WESPAC Advisors reported no remaining Global X Wind Energy ETF position as of Q4 2023 after selling out during the quarter.
WESPAC Advisors sold 60,684 Global X Wind Energy ETF shares in Q4 2023, an estimated $776K.
WESPAC Advisors first reported a position in Global X Wind Energy ETF in Q1 2023 and held it in 3 quarters.
WESPAC Advisors's Global X Wind Energy ETF position peaked at $984K in Q1 2023.
7 funds tracked by Wall St. Rank held Global X Wind Energy ETF as of Q4 2023.

Based on WESPAC Advisors's 13F filing for Q4 2023, filed 26 Jan 2024.