Opportunistic Trader ETF
WZRD
5 hedge funds and large institutions have $7.33M invested in Opportunistic Trader ETF in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 0 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
25% more funds holding
Funds holding: 4 → 5 (+1)
1.79% more ownership
Funds ownership: 45.74% → 47.54% (+1.8%)
2% less capital invested
Capital invested by funds: $7.5M → $7.33M (-$172K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
Apella Capital
West Hartford,
Connecticut
|
+$245K |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$61.7K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.08K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EverSource Wealth Advisors
Birmingham,
Alabama
|
-$245 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
HighTower Advisors
Chicago,
Illinois
| $4.46M | +$61.7K | +2,518 | +1% |
|
|
PFPG
2
Pinnacle Financial Partners (Georgia)
Atlanta,
Georgia
| $2.64M | +$2.94M | +120,000 | New |
|
|
AC
3
Apella Capital
West Hartford,
Connecticut
| $220K | +$245K | +10,000 | New |
|
|
EWA
4
EverSource Wealth Advisors
Birmingham,
Alabama
| $4.19K | -$245 | -10 | -5% |
|
|
5
UBS Group
Zurich,
Switzerland
| $991 | +$1.08K | +44 | +4,400% |
|
WZRD Hedge Fund Activity: Q4 2025 in Review
5 of the 8,238 institutional investors tracked by Wall St. Rank reported a position in Opportunistic Trader ETF (WZRD) for Q4 2025, worth a combined $7.33M — down 2.3% from $7.5M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new WZRD positions and 0 closed out — a net gain of 2 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Apella Capital, opening a new position worth an estimated $245K. The largest seller was EverSource Wealth Advisors, cutting an estimated $245.
- 5 institutional investors held Opportunistic Trader ETF (WZRD) as of Q4 2025, up from 4 in Q3 2025.
- Funds reported $7.33M of Opportunistic Trader ETF stock for Q4 2025, down 2.3% quarter-over-quarter.
- 2 funds opened new Opportunistic Trader ETF positions in Q4 2025 and 0 closed out, a net change of +2 holders.
- The largest Opportunistic Trader ETF buyer in Q4 2025 was Apella Capital, an estimated $245K added.
- The largest Opportunistic Trader ETF seller in Q4 2025 was EverSource Wealth Advisors, an estimated $245 sold.
Based on aggregated 13F filings for Q4 2025.