WDTE Institutional Ownership & Shareholders
DEFIANCE S&P 500 WEEKLY DIST (WDTE) is currently held by 9 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $3.86M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
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 $1.12M, representing an estimated loss of -11.18% 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
9
Total Reported Value
$3.86M
Largest Holder
Stirlingshire Investments, Inc.
Largest Position
$1.26M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 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 | $1,117,739 | -$140,699 | -11.18% | |
| Anchor Capital Management Group Inc | 0.97% | 40,000 | $1,148,800 | $1,064,412 | -$84,388 | -7.35% | |
| Redhawk Wealth Advisors, Inc. | 0.07% | 24,990 | $717,709 | $664,991 | -$52,718 | -7.35% | |
| Old Mission Capital Llc | 0.01% | 18,923 | $566,933 | $503,547 | -$63,386 | -11.18% | |
| Corecap Advisors, Llc | 0.00% | 5,727 | $164,489 | $152,397 | -$12,092 | -7.35% | |
| Ameritas Advisory Services, Llc | 0.00% | 104 | $3,127 | $2,767 | -$360 | -11.50% | |
| Morgan Stanley | 0.00% | 57 | $1,708 | $1,517 | -$191 | -11.20% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $21 | $27 | +$6 | +26.72% | |
| Cwm, Llc | 0.00% | 0 | $14 | — | — | — |
Frequently asked questions about WDTE
Who are the largest institutional holders of WDTE?
The largest institutional holders of WDTE reported in the latest SEC Form 13F filings include Stirlingshire Investments, Inc., Anchor Capital Management Group Inc, Redhawk Wealth Advisors, Inc., Old Mission Capital Llc, and Corecap Advisors, Llc. InsiderSet ranks institutional holders by their latest reported WDTE position.
What is WDTE institutional ownership?
This page tracks WDTE positions reported by institutional investment managers through SEC Form 13F. DEFIANCE S&P 500 WEEKLY DIST (WDTE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own WDTE?
InsiderSet currently tracks 9 institutional managers reporting WDTE holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of WDTE shareholders.
How much WDTE stock do institutions own?
Institutional investment managers disclosed approximately $3.86M in WDTE holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was WDTE institutional ownership last updated?
The latest WDTE institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional WDTE holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its WDTE position after the reporting date.
Are institutions buying or selling WDTE?
Institutional buying and selling can be analyzed by comparing WDTE positions across consecutive 13F reporting periods. InsiderSet's WDTE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View WDTE ownership changes.
How has WDTE institutional ownership changed over time?
InsiderSet tracks WDTE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.