Who Owns Affinity World Leaders Equity ETF (WLDR)?Hedge Fund & Institutional Holders
Institutional Holders
12
as of Q4 2025
Total Institutional Value
$3.775100020000002e+28T
% of Float Held
—
QoQ Change in Holders
+3 / -2
Price History
WLDR — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Sowell Financial Services LLC | New Position | +1.1M | +$37.8B |
| CWM, LLC | New Position | +2K | +$56K |
| Global Retirement Partners, LLC | New Position | +162 | +$0 |
| Cetera Investment Advisers | Increased | +172 | +$-308.3M |
WLDR — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| GeoWealth Management, LLC | Decreased | -3K | -$991.3M |
| CITADEL ADVISORS LLC | Decreased | -12K | -$766.0M |
| JANE STREET GROUP, LLC | Closed Position | -7K | -$266.5M |
| OSAIC HOLDINGS, INC. | Decreased | -1K | -$191.9M |
| ASSETMARK, INC | Decreased | -63 | -$3.1M |
| TCFG WEALTH MANAGEMENT, LLC | Closed Position | -34K | -$902K |
| Systelligence, LLC | Decreased | -531 | -$128K |
| NBC SECURITIES, INC. | Decreased | -2K | -$58K |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Sowell Financial Services LLC | 1,061,026 | $37.8B | 1.39% | Share |
| 2 | GeoWealth Management, LLC | 77,856 | $2.0B | 0.07% | Share |
| 3 | NORDEN GROUP LLC | 6,230 | $221.0M | 0.02% | Share |
| 4 | ASSETMARK, INC | 209 | $7.0M | 0.00% | Share |
| 5 | Systelligence, LLC | 72,592 | $2.6M | 0.49% | Share |
| 6 | CWM, LLC | 1,575 | $56K | 0.00% | Share |
| 7 | NBC SECURITIES, INC. | 397 | $14K | 0.00% | Share |
| 8 | MORGAN STANLEY | 278 | $0 | 0.00% | Share |
| 9 | Global Retirement Partners, LLC | 162 | $0 | 0.00% | Share |
| 10 | CITADEL ADVISORS LLC | 8,584 | $0 | 0.00% | Share |
| 11 | OSAIC HOLDINGS, INC. | 4,340 | $0 | 0.00% | Share |
| 12 | Cetera Investment Advisers | 8,490 | $0 | 0.00% | Share |
WLDR Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 12 | $40.0B | +1 |
| Q3 2025 | 11 | $4.8B | -1 |
| Q2 2025 | 12 | $32.4B | -1 |
| Q1 2025 | 13 | $29.3B | -1 |
| Q4 2024 | 14 | $26.9B | +2 |
| Q3 2024 | 12 | $26.7B | +2 |
| Q2 2024 | 10 | $25.0B | +0 |
| Q1 2024 | 10 | $311.6T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 12 institutional investors hold WLDR (Affinity World Leaders Equity ETF). The largest holder is Sowell Financial Services LLC with $37.8B in shares. This quarter, 3 institutions opened new positions and 2 closed their positions.
Frequently Asked Questions
How many hedge funds own WLDR?
As of Q4 2025, 12 institutional investors report holding WLDR (Affinity World Leaders Equity ETF) in their 13F filings.
Who is the largest institutional holder of WLDR?
The largest institutional holder of WLDR is Sowell Financial Services LLC with $37.8B in shares.
Is institutional ownership of WLDR increasing or decreasing?
This quarter, 3 institutions opened new positions in WLDR and 2 closed their positions.