WSGE Institutional Ownership & Shareholders
WARREN STREET GLOB EQTY ETF (WSGE) is currently held by 4 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $60.52M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Warren Street Wealth Advisors, Llc is currently the largest disclosed institutional shareholder of WSGE tracked by InsiderSet, reporting ownership valued at approximately $59.62M 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 $59.18M, representing an estimated loss of -0.75% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed WSGE value among the investors covered in this analysis. Major shareholders include Warren Street Wealth Advisors, Llc, Citadel Advisors Llc, Jane Street Group, Llc, and several other long-term asset managers with concentrated positions in WARREN STREET GLOB EQTY ETF (WSGE).
This page ranks the largest institutional WSGE 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
4
Total Reported Value
$60.52M
Largest Holder
Warren Street Wealth Advisors, Llc
Largest Position
$59.62M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
5
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Warren Street Wealth Advisors, Llc | 13.47% | 2,121,729 | $59,620,160 | $59,175,446 | -$444,714 | -0.75% | |
| Citadel Advisors Llc | 0.00% | 22,160 | $622,692 | $618,047 | -$4,645 | -0.75% | |
| Jane Street Group, Llc | 0.00% | 9,964 | $279,986 | $277,898 | -$2,088 | -0.75% | |
| Ubs Group Ag | 0.00% | 74 | $2,079 | $2,064 | -$15 | -0.73% |
Frequently asked questions about WSGE
Who are the largest institutional holders of WSGE?
The largest institutional holders of WSGE reported in the latest SEC Form 13F filings include Warren Street Wealth Advisors, Llc, Citadel Advisors Llc, Jane Street Group, Llc, and Ubs Group Ag. InsiderSet ranks institutional holders by their latest reported WSGE position.
What is WSGE institutional ownership?
This page tracks WSGE positions reported by institutional investment managers through SEC Form 13F. WARREN STREET GLOB EQTY ETF (WSGE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own WSGE?
InsiderSet currently tracks 4 institutional managers reporting WSGE 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 WSGE shareholders.
How much WSGE stock do institutions own?
Institutional investment managers disclosed approximately $60.52M in WSGE holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was WSGE institutional ownership last updated?
The latest WSGE institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 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 WSGE 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 WSGE position after the reporting date.
Are institutions buying or selling WSGE?
Institutional buying and selling can be analyzed by comparing WSGE positions across consecutive 13F reporting periods. InsiderSet's WSGE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View WSGE ownership changes.
How has WSGE institutional ownership changed over time?
InsiderSet tracks WSGE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.