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William Woolverton

@Tidal Investments Llc

Latest period2024 - Q3ReportedManaged Assets$9.461BTotal holdings1789
Assets growth rate27.12%Assets growth rate (2-Q avg)24.98%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Tidal Investments Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1789 positions.

Assets under management

The assets under management (AUM) of Tidal Investments Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 9.461B in assets, with a quarterly growth rate of 27.12% and a 2-quarter average growth rate of 24.98%. The portfolio is managed by William Woolverton, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
KSPIKaspi Kz Jsc
Recent Activity
New Position
0.05%
$3.952M
37,282 shares@ $105.99 avg price
UWMCUwm Holdings Corporation
Recent Activity
New Position
0.05%
$3.833M
449,907 shares@ $8.52 avg price
TELTe Connectivity Plc
Recent Activity
New Position
0.04%
$3.341M
22,128 shares@ $150.99 avg price
SMHVaneck Etf Trust
Recent Activity
New Position
0.04%
$3.257M
10,283 shares@ $316.77 avg price
VIGVanguard Specialized Funds
Recent Activity
New Position
0.04%
$2.877M
14,526 shares@ $198.06 avg price
COOPMr Cooper Group Inc
Recent Activity
New Position
0.03%
$2.459M
26,678 shares@ $92.18 avg price
VGTVanguard World Fd
Recent Activity
New Position
0.03%
$2.094M
3,571 shares@ $586.53 avg price
XMHQInvesco Exchange Traded Fd T
Recent Activity
New Position
0.03%
$2.033M
19,815 shares@ $102.58 avg price
HCCWarrior Met Coal Inc
Recent Activity
New Position
0.02%
$1.858M
29,084 shares@ $63.9 avg price
MSTIMadison Etfs Trust
Recent Activity
New Position
0.02%
$1.856M
89,581 shares@ $20.72 avg price