DEFIANCE S&P 500 WEEKLY DIST (WDTE) Institutional Shareholders
DEFIANCE S&P 500 WEEKLY DIST (WDTE) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $3.87M in WDTE holdings during the latest filing period.
Stirlingshire Investments, Inc. is currently the largest disclosed institutional shareholder of WDTE tracked by InsiderSet, reporting ownership valued at approximately $1.26M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.21M, representing an estimated loss of -3.47% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed WDTE value among the investors covered in this analysis. Major shareholders include Stirlingshire Investments, Inc., Anchor Capital Management Group Inc, Redhawk Wealth Advisors, Inc., and several other long-term asset managers with concentrated positions in DEFIANCE S&P 500 WEEKLY DIST (WDTE).
This page ranks the largest institutional WDTE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
12
Total Reported Value
$3.87M
Largest Holder
Stirlingshire Investments, Inc.
Largest Position
$1.26M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
17
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Stirlingshire Investments, Inc. | 0.93% | 42,004 | $1,258,438 | $1,214,756 | -$43,682 | -3.47% | |
| Anchor Capital Management Group Inc | 0.83% | 40,000 | $1,198,400 | $1,156,800 | -$41,600 | -3.47% | |
| Redhawk Wealth Advisors, Inc. | 0.07% | 22,879 | $685,462 | $661,661 | -$23,801 | -3.47% | |
| Old Mission Capital Llc | 0.01% | 18,923 | $566,933 | $547,253 | -$19,680 | -3.47% | |
| Corecap Advisors, Llc | 0.00% | 4,700 | $140,820 | $135,924 | -$4,896 | -3.48% | |
| International Assets Investment Management, Llc | 0.00% | 557 | $16,710 | $16,108 | -$602 | -3.60% | |
| Ameritas Advisory Services, Llc | 0.00% | 104 | $3,127 | $3,008 | -$119 | -3.82% | |
| Morgan Stanley | 0.00% | 57 | $1,708 | $1,648 | -$60 | -3.49% | |
| Duncker Streett & Co Inc | 0.00% | 33 | $989 | $954 | -$35 | -3.50% | |
| Fmr Llc | 0.00% | 1 | $30 | $29 | -$1 | -3.60% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $21 | $29 | +$8 | +37.71% | |
| Cwm, Llc | 0.00% | 0 | $14 | — | — | — |
Frequently asked questions about WDTE
Who owns the most WDTE stock?
The largest holders of WDTE are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for DEFIANCE S&P 500 WEEKLY DIST (WDTE).
Is WDTE widely held by superinvestors?
Many widely followed stocks like WDTE appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly WDTE is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.