WEG
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World Equity Group’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

World Equity Group’s Portfolio HEGD Stock Details HEGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.74M Buy
102,912
+68,615
+200% +$1.8M 0.61% 33
2026
Q1 		$847K Buy
34,297
+12,235
+55% +$309K 0.22% 105
2025
Q4 		$556K Buy
22,062
+9,703
+79% +$245K 0.16% 151
2025
Q3 		$308K Buy
+12,359
New +$298K 0.07% 265

Other funds holding HEGD

FD
Financial Designs Claremont, California $187M AUM 14.59% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

World Equity Group's HEGD Position: Q2 2026 in Review

World Equity Group increased its Swan Hedged Equity US Large Cap ETF (HEGD) stake by 200% in Q2 2026, buying an estimated $1.8M and bringing the position to 102,912 shares worth $2.74M. The position accounts for 0.61% of the portfolio, ranked #33.

World Equity Group first reported a position in HEGD in Q3 2025 and has held it in 4 quarters since. 7 funds tracked by Wall St. Rank hold HEGD as of Q2 2026.

  • World Equity Group held 102,912 shares of Swan Hedged Equity US Large Cap ETF worth $2.74M as of Q2 2026.
  • World Equity Group bought 68,615 Swan Hedged Equity US Large Cap ETF shares in Q2 2026, an estimated $1.8M.
  • Swan Hedged Equity US Large Cap ETF made up 0.61% of World Equity Group's portfolio in Q2 2026, its #33 holding.
  • World Equity Group first reported a position in Swan Hedged Equity US Large Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 7 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.