§ EQUITY
USDWLDR
SIMPL AFFI WOR LE EQU ETF-UI
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
OPEN 40.26HIGH 40.51LOW 40.10
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
8 increased/new, 3 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Sowell Financial Services LLC | 1.1M | 1.5% | +2% |
| GeoWealth Management, LLC | 80K | 0.1% | +2% |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | 43K | n/a | n/a |
| Citadel Advisors | 35K | 0.0% | +303% |
| LPL Financial LLC | 35K | 0.0% | n/a |
| RATIONAL ADVISORS, INC. | 24K | 0.1% | n/a |
◇ AC INTELLIGENCE
Top institutional owners for WLDR as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER97.4% · 14 holders
TACTICAL / MACRO2.6% · 1 holder
DEALER / BANK0.1% · 2 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for WLDR in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention WLDR yet.