World Equity Group
HEGD icon

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
Q3 		$418K Sell
15,580
-87,332
-85% -$2.35M 0.17% 129
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

Taylor Securities Services
Taylor Securities Services Harrisburg, Pennsylvania $250M AUM 13.19% 1-Year Est. Return
Laurel Oak Wealth Management
Laurel Oak Wealth Management Marlton, New Jersey $713M AUM 22.47% 1-Year Est. Return
Financial Designs
Financial Designs Claremont, California $194M AUM 10.52% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Spartan Planning & Wealth Management
Spartan Planning & Wealth Management Greensboro, North Carolina $153M AUM 30.75% 1-Year Est. Return
MY Wealth Management
MY Wealth Management Germantown, Maryland $137M AUM 11.24% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Granite Islands Private Wealth
Granite Islands Private Wealth Guilford, Connecticut $170M AUM 25.06% 1-Year Est. Return

World Equity Group's HEGD Position: Q3 2026 in Review

World Equity Group reduced its Swan Hedged Equity US Large Cap ETF (HEGD) stake by 85% in Q3 2026, selling an estimated $2.35M and leaving 15,580 shares worth $418K. The position accounts for 0.17% of the portfolio, ranked #129.

World Equity Group first reported a position in HEGD in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.74M in Q2 2026. 13 funds tracked by Wall St. Rank hold HEGD as of Q3 2026.

  • World Equity Group held 15,580 shares of Swan Hedged Equity US Large Cap ETF worth $418K as of Q3 2026.
  • World Equity Group sold 87,332 Swan Hedged Equity US Large Cap ETF shares in Q3 2026, an estimated $2.35M.
  • Swan Hedged Equity US Large Cap ETF made up 0.17% of World Equity Group's portfolio in Q3 2026, its #129 holding.
  • World Equity Group first reported a position in Swan Hedged Equity US Large Cap ETF in Q3 2025 and has held it in 5 quarters since.
  • World Equity Group's Swan Hedged Equity US Large Cap ETF position peaked at $2.74M in Q2 2026.
  • 13 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.