WORLD EQUITY GROUP, INC. RITM NEW RESIDENTIAL INVT CORP

Ownership history in WORLD EQUITY GROUP, INC.  ·  9 quarters on record

AI Ownership Summary

WORLD EQUITY GROUP, INC. reported NEW RESIDENTIAL INVT CORP (RITM) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.72% in 2024 Q4. The latest visible filing shows RITM at 0.29% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this RITM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WORLD EQUITY GROUP, INC.'s position in NEW RESIDENTIAL INVT CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

RITM was reported at 0.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.72% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How WORLD EQUITY GROUP, INC. held RITM — position size vs. price
% of Fund (quarterly)    RITM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 138,000 +16,200 +13.3% 0.29% $1.3M 2026-07-09 $9.21
2026 Q1 REDUCED 121,800 -6,000 -4.7% 0.30% $1.2M 2026-05-06 $9.58
2025 Q4 REDUCED 127,800 -3,800 -2.9% 0.39% $1.4M 2026-01-12 $10.81
2025 Q3 REDUCED 131,600 -6,700 -4.8% 0.34% $1.5M 2025-10-24 $10.06
2025 Q2 REDUCED 138,300 -200 -0.1% 0.43% $1.6M 2025-07-15 $10.61
2025 Q1 REDUCED 55.2% +0.8% 138,500 -170,500 -55.2% 0.45% $1.6M 2025-04-22 $9.14
2024 Q4 ADDED 309,000 +144,100 +87.4% 0.72% $3.3M 2025-02-04 $9.94
2024 Q3 ADDED 164,900 +39,400 +31.4% 0.68% $1.9M 2024-10-30 $9.14
2024 Q2 INITIATED 125,500 0.30% $1.4M 2024-09-06 $9.61

FAQ About WORLD EQUITY GROUP, INC. and RITM

These are the practical questions this page is built to answer before you even open the full history table.

How long has WORLD EQUITY GROUP, INC. reported owning RITM?

WORLD EQUITY GROUP, INC. reported RITM across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported RITM position in WORLD EQUITY GROUP, INC.'s portfolio?

The largest reported portfolio weight for RITM was 0.72% in 2024 Q4.

What is the latest reported RITM position on this page?

The most recent filing on this page is 2026 Q2, when WORLD EQUITY GROUP, INC. reported 138,000 shares, equal to 0.29% of portfolio, with an estimated market value of $1.3M.

What does the chart on this RITM ownership page compare?

The chart compares WORLD EQUITY GROUP, INC.'s quarterly RITM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did WORLD EQUITY GROUP, INC. time their RITM position?

Based on 13F filing dates vs. subsequent RITM price moves, WORLD EQUITY GROUP, INC. correctly timed 4 out of 8 reported position changes (50%). The annualised alpha on RITM relative to SPY over the holding period was +295.5%.

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