WAG
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Wiser Advisor Group’s NYLI FTSE International Equity Currency Neutral ETF HFXI Stock Holding History

Wiser Advisor Group’s Portfolio HFXI Stock Details HFXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.87M Buy
85,561
+1,218
+1% +$41.9K 3.47% 6
2025
Q4 		$2.74M Buy
84,343
+1,992
+2% +$63.8K 3.13% 7
2025
Q3 		$2.55M Buy
82,351
+2,869
+4% +$86.8K 3.18% 7
2025
Q2 		$2.34M Sell
79,482
-3,154
-4% -$89.1K 4.07% 7
2025
Q1 		$2.27M Buy
82,636
+470
+0.6% +$12.9K 3.36% 5
2024
Q4 		$2.14M Sell
82,166
-410
-0.5% -$11K 3.11% 9
2024
Q3 		$2.28M Sell
82,576
-1,977
-2% -$53.3K 3.41% 6
2024
Q2 		$2.26M Buy
84,553
+302
+0.4% +$8.09K 3.55% 6
2024
Q1 		$2.26M Sell
84,251
-278
-0.3% -$7.12K 3.54% 6
2023
Q4 		$2.1M Buy
+84,529
New +$1.99M 3.5% 6

Other funds holding HFXI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return