Who owns WLDR
Which tracked institutional funds hold WLDR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See WLDR company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-15). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on WLDR is one-sided between 2025-Q4 and 2026-Q1: 6 added or opened and 1 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
WLDR’s largest tracked holder by dollar value, Sowell Financial Services LLC, sizes it at 1.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in WLDR divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 17 tracked filers holding WLDR, 12 increased or opened the position and 3 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in WLDR between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 4
- LPL Financial LLC$1M
- FLOW TRADERS U.S. LLC$1M
- RATIONAL ADVISORS, INC.$875K
- Equitable Holdings, Inc.$847K
Full exits 1
- Systelligence, LLC$3M
Largest adds
- Sowell Financial Services LLC$2M
- CITADEL ADVISORS LLC$982K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Sowell Financial Services LLC added | 1,079,602 | $40M | 75.6% | 2026-Q1 |
| GeoWealth Management, LLC added | 79,750 | $3M | 5.6% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 34,615 | $1M | 2.4% | 2026-Q1 |
| LPL Financial LLC new | 34,501 | $1M | 2.4% | 2026-Q1 |
| FLOW TRADERS U.S. LLC trimmed | 32,965 | $1M | 2.3% | 2026-Q1 |
| RATIONAL ADVISORS, INC. new | 23,527 | $875K | 1.6% | 2026-Q1 |
| Equitable Holdings, Inc. new | 23,806 | $847K | 1.6% | 2026-Q1 |
| Cetera Investment Advisers added | 10,790 | $401K | 0.8% | 2026-Q1 |
| Independent Advisor Alliance new | 6,894 | $256K | 0.5% | 2026-Q1 |
| NORDEN GROUP LLC | 6,230 | $232K | 0.4% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP new | 5,144 | $188K | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. | 4,340 | $161K | 0.3% | 2026-Q1 |
| CWM, LLC trimmed | 1,274 | $47K | 0.1% | 2026-Q1 |
| ASSETMARK, INC added | 474 | $18K | 0.0% | 2026-Q1 |
| UBS Group AG trimmed | 401 | $15K | 0.0% | 2026-Q1 |
| NBC SECURITIES, INC. | 397 | $15K | 0.0% | 2026-Q1 |
| MORGAN STANLEY | 278 | $10K | 0.0% | 2026-Q1 |
| Systelligence, LLC trimmed | 72,592 | $3M | 4.9% | 2025-Q4 stale |
| JANE STREET GROUP, LLC added | 7,191 | $267K | 0.5% | 2025-Q3 stale |
| Astoria Portfolio Advisors LLC. new | 8,812 | $249K | 0.5% | 2025-Q1 stale |
| JPMORGAN CHASE & CO added | 909 | $26K | 0.0% | 2025-Q1 stale |
| Global Retirement Partners, LLC | 162 | $6K | 0.0% | 2025-Q4 stale |
| TCFG WEALTH MANAGEMENT, LLC new | 33,877 | $902 | 0.0% | 2025-Q3 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.