Affinity World Leaders Equity ETF (WLDR) Institutional Ownership $36.20 +3.78 (+11.67%) Closing price 09/12/2025 03:55 PM EasternExtended Trading$36.20 0.00 (0.00%) As of 09/12/2025 04:10 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? 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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% 5/19/2025Jane Street Group LLC36,035$1.04M0.0%N/A3.432% 5/14/2025Flow Traders U.S. LLC45,047$1.30M0.1%N/A4.290% 5/6/2025Assetmark Inc.7,895$228K0.0%+64.6%0.752% 5/6/2025Cetera 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. 4/28/2025Astoria Portfolio Advisors LLC.8,812$249K0.1%N/A0.839% 4/23/2025Systelligence LLC25,439$736K0.2%N/A2.423% 4/17/2025Sowell Financial Services LLC860,955$24.90M1.1%+12.5%68.876% 4/9/2025NBC Securities Inc.2,012$58K0.0%+100,500.0%0.161% 2/17/2025Cetera Investment Advisers10,377$307K0.0%+35.0%0.988% 2/14/2025GeoWealth Management LLC64,133$1.90M0.1%-3.0%6.108% 2/7/2025Sowell Financial Services LLC765,633$22.65M1.2%+10.3%72.917% 2/6/2025Atria Investments Inc12,759$378K0.0%-45.4%1.215% 2/3/2025Private Advisor Group LLC9,856$292K0.0%-15.1%0.939% 11/14/2024Flow Traders U.S. LLC10,652$352K0.0%-72.3%1.014% 11/13/2024Townsquare Capital LLC6,230$206K0.0%-50.0%0.593% 11/1/2024Atria Investments Inc23,373$773K0.0%-4.9%2.226% 11/1/2024Assetmark Inc.4,547$150K0.0%N/A0.433% 10/22/2024Private Advisor Group LLC11,611$384K0.0%+27.3%1.106% 10/4/2024Sowell Financial Services LLC694,203$22.96M1.1%-3.8%66.115% 7/10/2024CWM LLC1,813$56K0.0%-92.6%0.173% 5/21/2024Atria Investments Inc64,950$2.03M0.0%-7.9%6.186% 4/10/2024Signal Advisors Wealth LLC29,551$923K0.2%+15.5%1.970% 2/7/2024NBC Securities Inc.2,344$64K0.0%+18.5%0.156% 2/1/2024CWM LLC60,506$1.66M0.0%+8.3%4.034% 1/24/2024Sowell Financial Services LLC770,306$21.09M1.1%-2.3%51.354% 11/8/2023Sowell Financial Services LLC788,382$20.02M1.3%+9.8%52.559% 11/7/2023Atria Investments Inc86,360$2.19M0.0%-15.6%5.757% 11/4/2023NBC Securities Inc.1,978$50K0.0%N/A0.132% 10/11/2023CWM LLC55,857$1.42M0.0%+21,890.9%3.724% 8/14/2023Sowell Financial Services LLC718,225$18.73M1.0%+25.9%47.882% 8/9/2023Flow Traders U.S. LLC13,678$357K0.0%-57.7%0.912% 8/4/2023Atria Investments Inc102,330$2.67M0.0%+29.3%6.822% 7/17/2023Silverhawk Asset Management LLC549,145$14.32M11.8%-6.8%36.610% 5/10/2023Atria Investments Inc79,122$1.95M0.0%+12.4%5.275% 4/27/2023Silverhawk Asset Management LLC589,353$14.53M11.9%+9.5%39.290% 3/6/2023OLD Mission Capital LLC23,400$552K0.0%+20.7%0.000% 2/13/2023GeoWealth Management LLC44,768$1.06M0.1%+4.9%0.000% 2/9/2023Sowell 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% 11/15/2022Sowell Financial Services LLC453,130$9.32M0.9%-8.1%0.000% 11/15/2022Flow Traders U.S. LLC47,633$979K0.1%+173.6%0.000% 11/1/2022Atria Investments LLC70,001$1.44M0.0%+29.8%0.000% 10/18/2022Silverhawk Asset Management LLC577,620$11.87M11.9%-11.8%0.000% 8/13/2022Flow Traders U.S. LLC17,408$386K0.0%-14.6%0.000% 8/11/2022Atria Investments LLC53,929$1.20M0.0%+24.7%0.000% 7/22/2022Silverhawk Asset Management LLC655,103$14.54M13.5%-1.5%0.000% 5/2/2022Atria 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% 2/9/2022Sowell Financial Services LLC463,969$12.49M0.7%+0.5%0.000% 11/4/2021Sowell Financial Services LLC461,565$12.42M0.8%+2.4%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. 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