YieldMax MSTR Short Option Income Strategy ETF
WNTR
8 hedge funds and large institutions have $2.91M invested in YieldMax MSTR Short Option Income Strategy ETF in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 4 closing their positions.
61% more capital invested
Capital invested by funds: $1.81M → $2.91M (+$1.1M)
0% more funds holding
Funds holding: 8 → 8 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
2.32% less ownership
Funds ownership: 6.34% → 4.03% (-2.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$960K |
| 2 |
SAW
Signal Advisors Wealth
Detroit,
Michigan
|
+$212K |
| 3 |
ZI
ZEGA Investments
Palm Beach Gardens,
Florida
|
+$181K |
| 4 |
Jane Street
New York
|
+$166K |
| 5 |
WWA
Wealth Watch Advisors
Englewood,
Colorado
|
+$69.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWM
Prosperity Wealth Management
San Ramon,
California
|
-$496K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$255K |
| 3 |
HF
HRT Financial
New York
|
-$230K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$25.9K |
| 5 |
Simplex Trading
Chicago,
Illinois
|
-$16K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IWC
1
Integrated Wealth Concepts
Waltham,
Massachusetts
| $1.11M | +$960K | +28,054 | New |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $655K | -$255K | -7,457 | -31% |
|
|
3
Jane Street
New York
| $610K | +$166K | +4,844 | +46% |
|
|
SAW
4
Signal Advisors Wealth
Detroit,
Michigan
| $246K | +$212K | +6,199 | New |
|
|
ZI
5
ZEGA Investments
Palm Beach Gardens,
Florida
| $210K | +$181K | +5,284 | New |
|
|
WWA
6
Wealth Watch Advisors
Englewood,
Colorado
| $80.1K | +$69.1K | +2,020 | New |
|
7
Fidelity Investments
Boston,
Massachusetts
| $159 | -$3.9K | -114 | -97% |
|
8
Wells Fargo
San Francisco,
California
| $60 | +$34 | +1 | +100% |
|
|
PWM
9
Prosperity Wealth Management
San Ramon,
California
| – | -$496K | -16,527 | Closed |
|
|
HF
10
HRT Financial
New York
| – | -$230K | -7,681 | Closed |
|
|
11
UBS Group
Zurich,
Switzerland
| – | -$25.9K | -861 | Closed |
|
|
12
Simplex Trading
Chicago,
Illinois
| – | -$16K | -563 | Closed |
|
WNTR Hedge Fund Activity: Q4 2025 in Review
8 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in YieldMax MSTR Short Option Income Strategy ETF (WNTR) for Q4 2025, worth a combined $2.91M — up 61% from $1.81M a quarter earlier.
Fund positioning in WNTR was balanced in Q4 2025: 4 funds opened new positions, 4 closed out, 2 added to existing stakes and 2 trimmed.
The largest buyer was Integrated Wealth Concepts, opening a new position worth an estimated $960K. The largest seller was Prosperity Wealth Management, exiting entirely with an estimated $496K sold.
- 8 institutional investors held YieldMax MSTR Short Option Income Strategy ETF (WNTR) as of Q4 2025, unchanged from Q3 2025.
- Funds reported $2.91M of YieldMax MSTR Short Option Income Strategy ETF stock for Q4 2025, up 61% quarter-over-quarter.
- 4 funds opened new YieldMax MSTR Short Option Income Strategy ETF positions in Q4 2025 and 4 closed out, a net change of 0 holders.
- The largest YieldMax MSTR Short Option Income Strategy ETF buyer in Q4 2025 was Integrated Wealth Concepts, an estimated $960K added.
- The largest YieldMax MSTR Short Option Income Strategy ETF seller in Q4 2025 was Prosperity Wealth Management, an estimated $496K sold.
Based on aggregated 13F filings for Q4 2025.