WLDR

Affinity World Leaders Equit

Latest period2026 - Q1Total superinvestors17

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 17 superinvestors own shares of Affinity World Leaders Equit (WLDR), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Affinity World Leaders Equit (WLDR), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Affinity World Leaders Equit (WLDR) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Affinity World Leaders Equit (WLDR) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Ryan Tite@Sowell Financial Services Llc
Recent Activity
Increased 1.76%
1.49%
$40.15M
1.08M shares@ 37.19 avg price
Evan Lieberman@Geowealth Management, Llc
Recent Activity
Increased 2.44%
0.11%
$2.966M
79,750 shares@ 37.19 avg price
Seth Levy@Citadel Advisors Llc
Recent Activity
Increased 303.26%
0.01%
$1.287M
34,615 shares@ 37.2 avg price
Kirk Evangeliou@Lpl Financial Llc
Recent Activity
New Position
0.01%
$1.283M
34,501 shares@ 37.19 avg price
Timothy Leary@Flow Traders U.s. Llc
Recent Activity
New Position
0.04%
$1.226M
32,965 shares@ 37.2 avg price
Anthony Bruccoleri@Equitable Holdings, Inc.
Recent Activity
New Position
0.01%
$847,022
23,806 shares@ 35.59 avg price
Robert Glass@Rational Advisors, Inc.
Recent Activity
New Position
0.09%
$874,969
23,527 shares@ 37.19 avg price
Kristy Haley@Cetera Investment Advisers
Recent Activity
Increased 27.1%
0.01%
$401,280
10,790 shares@ 37.19 avg price
JESSICA SEXTON@Independent Advisor Alliance
Recent Activity
New Position
0.01%
$256,388
6,894 shares@ 37.2 avg price
Tracy Murray@Norden Group Llc
Recent Activity
0.03%
$231,694
6,230 shares@ 37.2 avg price

1-10 of 17