Affinity World Leaders Equity ETF
WLDR
WLDR
12 hedge funds and large institutions have $44.2M invested in Affinity World Leaders Equity ETF in 2025 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 6 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
more capital invested
Capital invested by funds: $ → $
more funds holding in top 10
Funds holding in top 10: →
less ownership
Funds ownership: →
less funds holding
Funds holding: →
67% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 6
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Holders
12
Holding in Top 10
1
Calls
–
Puts
–
Top Sellers
| 1 | -$440K | |
| 2 | -$267K | |
| 3 | -$104K | |
| 4 |
NS
NBC Securities
Birmingham,
Alabama
|
-$56.5K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$41.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SFS
1
Sowell Financial Services
North Little Rock,
Arkansas
| $37.8M |
|
|||
|
GM
2
GeoWealth Management
Chicago,
Illinois
| $2.77M |
|
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|
SL
3
Systelligence LLC
Bloomington,
Minnesota
| $2.58M |
|
|||
4
Citadel Advisors
Miami,
Florida
| $305K |
|
|||
5
Cetera Investment Advisers
Schaumburg,
Illinois
| $302K |
|
|||
|
NG
6
Norden Group
Provo,
Utah
| $222K |
|
|||
|
7
Osaic Holdings
Scottsdale,
Arizona
| $154K |
|
|||
8
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $56K |
|
|||
|
NS
9
NBC Securities
Birmingham,
Alabama
| $14.1K |
|
|||
10
Morgan Stanley
New York
| $9.89K |
|
|||
11
AssetMark Inc
Concord,
California
| $7.43K |
|
|||
|
GRP
12
Global Retirement Partners
San Rafael,
California
| $5.76K |
|
|||
13
Jane Street
New York
| – |
|