WF
HDV

WinCap Financial’s iShares Core High Dividend ETF HDV Stock Holding History

WinCap Financial’s Portfolio HDV Stock Details HDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$202K Buy
+7,375
New +$201K 0.11% 91

Other funds holding HDV

SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
MSCM
McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
ACA
Adirondack Capital Advisors Syracuse, New York $186M AUM
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

WinCap Financial's HDV Position: Q2 2026 in Review

WinCap Financial opened a new position in iShares Core High Dividend ETF (HDV) in Q2 2026: 7,375 shares worth $202K. The stake represents 0.11% of the portfolio and ranks #91 among its holdings.

277 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • WinCap Financial held 7,375 shares of iShares Core High Dividend ETF worth $202K as of Q2 2026.
  • iShares Core High Dividend ETF was a new WinCap Financial position in Q2 2026.
  • iShares Core High Dividend ETF made up 0.11% of WinCap Financial's portfolio in Q2 2026, its #91 holding.
  • 277 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on WinCap Financial's 13F filing for Q2 2026, filed 9 Jul 2026.