Affinity World Leaders Equity ETF (WLDR) Institutional Ownership $34.92 +2.51 (+7.74%) Closing price 08/22/2025 03:13 PM EasternExtended Trading$35.00 +0.08 (+0.22%) As of 08/22/2025 07:56 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartHoldingsOwnershipRatingsBuy This Stock Institutional Ownership Changes (13F Filings) for Affinity World Leaders Equity ETF (BATS:WLDR)Number ofInstitutional Buyers(last 12 months)10TotalInstitutional Inflows(last 12 months)$10.74MNumber ofInstitutional Sellers(last 12 months)9TotalInstitutional Outflows(last 12 months)$3.58M Get WLDR Insider Trade Alerts Want to know when executives and insiders are buying or selling Affinity World Leaders Equity ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data WLDR Institutional Buying and Selling by Quarter Affinity World Leaders Equity ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/14/2025 Jane Street Group LLC7,019$234K0.0%-80.5%0.562% 8/13/2025 GeoWealth Management LLC81,896$2.73M0.1%-1.4%6.552% 8/8/2025 Cetera Investment Advisers8,319$277K0.0%-8.4%0.666% 7/29/2025 Systelligence LLC25,142$837K0.2%-1.2%2.011% 7/15/2025 Norden Group LLC6,230$207K0.0%N/A0.498% 7/14/2025 Sowell Financial Services LLC916,820$30.51M1.2%+6.5%73.346% 5/19/2025 Jane Street Group LLC36,035$1.04M0.0%N/A3.432% 5/14/2025 Flow Traders U.S. LLC45,047$1.30M0.1%N/A4.290% 5/6/2025 Assetmark Inc.7,895$228K0.0%+64.6%0.752% 5/6/2025 Cetera Investment Advisers9,084$263K0.0%-12.5%0.865% Get the Latest News and Ratings for WLDR and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Affinity World Leaders Equity ETF and its competitors with MarketBeat's FREE daily newsletter. 4/28/2025 Astoria Portfolio Advisors LLC.8,812$249K0.1%N/A0.839% 4/23/2025 Systelligence LLC25,439$736K0.2%N/A2.423% 4/17/2025 Sowell Financial Services LLC860,955$24.90M1.1%+12.5%68.876% 4/9/2025 NBC Securities Inc.2,012$58K0.0%+100,500.0%0.161% 2/17/2025 Cetera Investment Advisers10,377$307K0.0%+35.0%0.988% 2/14/2025 GeoWealth Management LLC64,133$1.90M0.1%-3.0%6.108% 2/7/2025 Sowell Financial Services LLC765,633$22.65M1.2%+10.3%72.917% 2/6/2025 Atria Investments Inc12,759$378K0.0%-45.4%1.215% 2/3/2025 Private Advisor Group LLC9,856$292K0.0%-15.1%0.939% 11/14/2024 Flow Traders U.S. LLC10,652$352K0.0%-72.3%1.014% 11/13/2024 Townsquare Capital LLC6,230$206K0.0%-50.0%0.593% 11/1/2024 Atria Investments Inc23,373$773K0.0%-4.9%2.226% 11/1/2024 Assetmark Inc.4,547$150K0.0%N/A0.433% 10/22/2024 Private Advisor Group LLC11,611$384K0.0%+27.3%1.106% 10/4/2024 Sowell Financial Services LLC694,203$22.96M1.1%-3.8%66.115% 7/10/2024 CWM LLC1,813$56K0.0%-92.6%0.173% 5/21/2024 Atria Investments Inc64,950$2.03M0.0%-7.9%6.186% 4/10/2024 Signal Advisors Wealth LLC29,551$923K0.2%+15.5%1.970% 2/7/2024 NBC Securities Inc.2,344$64K0.0%+18.5%0.156% 2/1/2024 CWM LLC60,506$1.66M0.0%+8.3%4.034% 1/24/2024 Sowell Financial Services LLC770,306$21.09M1.1%-2.3%51.354% 11/8/2023 Sowell Financial Services LLC788,382$20.02M1.3%+9.8%52.559% 11/7/2023 Atria Investments Inc86,360$2.19M0.0%-15.6%5.757% 11/4/2023 NBC Securities Inc.1,978$50K0.0%N/A0.132% 10/11/2023 CWM LLC55,857$1.42M0.0%+21,890.9%3.724% 8/14/2023 Sowell Financial Services LLC718,225$18.73M1.0%+25.9%47.882% 8/9/2023 Flow Traders U.S. LLC13,678$357K0.0%-57.7%0.912% 8/4/2023 Atria Investments Inc102,330$2.67M0.0%+29.3%6.822% 7/17/2023Silverhawk Asset Management LLC549,145$14.32M11.8%-6.8%36.610% 5/10/2023 Atria Investments Inc79,122$1.95M0.0%+12.4%5.275% BONUS GUIDE - Ben Stein Prepares For the Next Financial Crisis (Ad)With inflation high, debt soaring, and global tensions rising, a financial storm may be brewing. Economist Ben Stein—drawing on insights from his own experience and his father’s time advising two U.S. presidents—just released a new report on how to help protect your retirement from the next major crisis.Claim your free copy of “How to Survive the Next Financial Crisis” today4/27/2023Silverhawk Asset Management LLC589,353$14.53M11.9%+9.5%39.290% 3/6/2023 OLD Mission Capital LLC23,400$552K0.0%+20.7%0.000% 2/13/2023 GeoWealth Management LLC44,768$1.06M0.1%+4.9%0.000% 2/9/2023 Sowell Financial Services LLC629,725$14.85M1.0%+39.0%0.000% 1/18/2023Silverhawk Asset Management LLC538,291$12.69M11.2%-6.8%0.000% 11/15/2022 Sowell Financial Services LLC453,130$9.32M0.9%-8.1%0.000% 11/15/2022 Flow Traders U.S. LLC47,633$979K0.1%+173.6%0.000% 11/1/2022 Atria Investments LLC70,001$1.44M0.0%+29.8%0.000% 10/18/2022Silverhawk Asset Management LLC577,620$11.87M11.9%-11.8%0.000% 8/13/2022 Flow Traders U.S. LLC17,408$386K0.0%-14.6%0.000% 8/11/2022 Atria Investments LLC53,929$1.20M0.0%+24.7%0.000% 7/22/2022Silverhawk Asset Management LLC655,103$14.54M13.5%-1.5%0.000% 5/2/2022 Atria Investments LLC43,231$1.12M0.0%N/A0.000% 4/14/2022Silverhawk Asset Management LLC665,154$17.28M13.8%+46.0%0.000% 2/11/2022Silverhawk Asset Management LLC455,616$12.25M9.8%N/A0.000% 2/9/2022 Sowell Financial Services LLC463,969$12.49M0.7%+0.5%0.000% 11/4/2021 Sowell Financial Services LLC461,565$12.42M0.8%+2.4%0.000% 8/5/2021 Sowell Financial Services LLC450,966$12.32M0.8%-15.6%0.000% (Data available from 1/1/2016 forward) WLDR Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of WLDR shares? During the previous two years, 15 institutional investors and hedge funds held shares of Affinity World Leaders Equity ETF. The most heavily invested institutionals were Sowell Financial Services LLC ($30.51M), GeoWealth Management LLC ($2.73M), Flow Traders U.S. LLC ($1.30M), Signal Advisors Wealth LLC ($923K), Systelligence LLC ($837K), Atria Investments Inc ($378K), and Private Advisor Group LLC ($292K).Learn more on Affinity World Leaders Equity ETF's institutional investors. Which institutional investors have been buying Affinity World Leaders Equity ETF's stock? Of the 12 institutional investors that purchased Affinity World Leaders Equity ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sowell Financial Services LLC ($292.77K), CWM LLC ($60.25K), Flow Traders U.S. LLC ($45.05K), Jane Street Group LLC ($36.04K), Systelligence LLC ($25.44K), Astoria Portfolio Advisors LLC. ($8.81K), and Assetmark Inc. ($7.65K). How much institutional buying is happening at Affinity World Leaders Equity ETF? Institutional investors have bought a total of 359,022 shares in the last 24 months. This purchase volume represents approximately $10.74M in transactions. Which of Affinity World Leaders Equity ETF's major shareholders have been selling company stock? Of the 9 institutional investors that sold Affinity World Leaders Equity ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($29.02K), Flow Traders U.S. LLC ($27.87K), Sowell Financial Services LLC ($27.75K), Atria Investments Inc ($11.81K), Townsquare Capital LLC ($6.23K), GeoWealth Management LLC ($3.12K), and Cetera Investment Advisers ($2.06K). How much institutional selling is happening at Affinity World Leaders Equity ETF? Institutional investors have sold a total of 109,908 shares in the last 24 months. This volume of shares sold represents approximately $3.58M in transactions. Related Companies AdvisorShares Dorsey Wright ADR ETF Major Shareholders Sound Enhanced Fixed Income ETF Major Shareholders SmartETFs Dividend Builder ETF Major Shareholders iShares MSCI Norway ETF Major Shareholders DoubleLine Multi-Sector Income ETF Major Shareholders Anfield Dynamic Fixed Income ETF Major Shareholders Matthews Emerging Markets Equity Active ETF Major Shareholders Core Alternative ETF Major Shareholders Hartford Multifactor Emerging Markets ETF Major Shareholders SPDR MSCI Emerging Markets StrategicFactors ETF Major Shareholders This page (BATS:WLDR) was last updated on 8/23/2025 by MarketBeat.com Staff From Our PartnersMarket Panic: Trump Just Dropped a Bomb on Your Stockstock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...American Alternative | SponsoredBONUS GUIDE - Ben Stein Prepares For the Next Financial CrisisWith inflation high, debt soaring, and global tensions rising, a financial storm may be brewing. Economist ...Goldco Precious Metals | SponsoredAlex’s “Next Magnificent Seven” stocksThe original “Magnificent Seven” turned $7K into $1.18 million. Now, Alex Green has identified AI’s Next Ma...The Oxford Club | SponsoredGENIUS Act: Cancel Your Money?A new law called the GENIUS Act could quietly trigger the most radical shift in American finance in decades. B...Priority Gold | SponsoredElon’s Secret Social Security BombshellTo All Americans Born Before April 16th, 1963: Did Trump Just Give The Green Light To Radically RE-DO Social S...Banyan Hill Publishing | SponsoredThe $7 company helping Nvidia build the world’s first trillion-dollar robot …Michael Robinson has been at the forefront of the technology market for over 40 years. Spotting some profit...Weiss Ratings | SponsoredINVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting OffRight now, we’re witnessing a monumental shift in the world.Traders Agency | SponsoredOut of 18,347 Cryptocurrencies... This is the ONLY OneThe Single Most Undervalued DeFi Protocol You've Never Heard Of If there's one cryptocurrency you should b...Crypto 101 Media | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added ten stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding Affinity World Leaders Equity ETF Please log in to your account or sign up in order to add this asset to your watchlist. Share Affinity World Leaders Equity ETF With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
MarketBeat All Access