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Affinity World Leaders Equity ETF (WLDR) Institutional Ownership

$41.82 +0.69 (+1.68%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Affinity World Leaders Equity ETF (BATS:WLDR)

Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$12.21M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$1.70M
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WLDR Institutional Buying and Selling by Quarter

Affinity World Leaders Equity ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2026Osaic Holdings Inc.4,340$154K0.0%-20.8%0.347%
2/17/2026GeoWealth Management LLC77,856$2.77M0.1%-3.5%6.228%
1/22/2026 Systelligence LLC72,592$2.58M0.5%-0.7%5.807%
1/21/2026 Sowell Financial Services LLC1,061,026$37.75M1.4%+10.4%84.882%
11/21/2025 Tcfg Wealth Management LLC33,877$1.26M0.3%N/A2.710%
11/18/2025 Tcfg Wealth Management LLC33,877$1.26M0.1%N/A2.710%
11/17/2025Citadel Advisors LLC20,667$766K0.0%-35.2%1.653%
11/13/2025GeoWealth Management LLC80,704$2.99M0.1%-1.5%6.456%
10/17/2025 Sowell Financial Services LLC960,923$35.62M1.4%+4.8%76.874%
8/14/2025Jane Street Group LLC7,019$234K0.0%-80.5%0.562%
8/13/2025GeoWealth Management LLC81,896$2.73M0.1%-1.4%6.552%
8/8/2025Cetera 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%
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%


WLDR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WLDR shares?

During the previous two years, 17 institutional investors and hedge funds held shares of Affinity World Leaders Equity ETF. The most heavily invested institutionals were Sowell Financial Services LLC ($37.75M), GeoWealth Management LLC ($2.77M), Systelligence LLC ($2.58M), Flow Traders U.S. LLC ($1.30M), Tcfg Wealth Management LLC ($1.26M), Citadel Advisors LLC ($766K), and Atria Investments Inc ($378K).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 11 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 ($366.82K), Tcfg Wealth Management LLC ($67.75K), 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 358,236 shares in the last 24 months. This purchase volume represents approximately $12.21M in transactions.

Which of Affinity World Leaders Equity ETF's major shareholders have been selling company stock?

The following institutional investors have sold Affinity World Leaders Equity ETF stock in the last 24 months: Jane Street Group LLC ($29.02K), Citadel Advisors LLC ($11.25K), GeoWealth Management LLC ($5.17K), Cetera Investment Advisers ($2.06K), Osaic Holdings Inc. ($1.14K), and Systelligence LLC ($828.00).

How much institutional selling is happening at Affinity World Leaders Equity ETF?

Institutional investors have sold a total of 49,458 shares in the last 24 months. This volume of shares sold represents approximately $1.70M in transactions.


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This page (BATS:WLDR) was last updated on 5/5/2026 by MarketBeat.com Staff.
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