Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Spdr Index Shs Fds (WDIV)

85 + Investors. Track Smart Money conviction in WDIV. See who's accumulating, reducing, or initiating positions.

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
5Q ▲
Buyers last Q
51%

Smart Money Signals — WDIV

Based on 85 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added WDIV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
85 hedge funds hold WDIV right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +23% more funds vs a year ago

fund count last 6Q
+16 new funds entered over the past year (+23% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 51% buying

39 buying37 selling
Last quarter: 39 funds bought or added vs 37 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~14 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 13 → 13 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

56% of holders stayed for 2+ years

56% conviction (2yr+) 15% medium 28% new
48 out of 85 hedge funds have held WDIV for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

4 → 11 → 13 → 13 → 14 new funds/Q
New funds entering each quarter: 11 → 13 → 13 → 14. A growing number of institutions are discovering WDIV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 59% veterans vs 29% newcomers

59% veterans 12% 1-2yr 29% new
Entry-cohort mix of 85 holders: 50 (59%) are 2+ year veterans, 10 entered 1–2 years ago, and 25 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
17 of 84 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in WDIV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — WDIV

In 2026 Q1, 39 hedge funds were net buyers of WDIV (14 opened a new position, 25 added to an existing one), while 37 reduced or exited (25 trimmed, 12 sold completely) — a 51% buyer ratio, indicating a slight buying edge. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 42% of total institutional value in WDIV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 85.

Hedge Fund Ownership: WDIV

How many hedge funds hold WDIV — quarterly history vs. share price
Quarterly hedge fund ownership of WDIV vs. share price

Market Analysis: WDIV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WDIV

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: WDIV
85 + Investors

Track Smart Money conviction in WDIV. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 85 85 -
13F Shares 1M 1M -0.28%
Total Value $108M $104M 3.39%
New Positions 12 14 -2
Increased Positions 30 25 +5
Closed Positions 12 12 -
Reduced Positions 21 25 -4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: WDIV

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

85 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in WDIV. Verified SEC 13F-HR filings.

QUARTER:
Top 25 WDIV holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Crescent Sterling, Ltd. 0.74% 10,385 $830K
2 Key Capital Management, INC 0.55% 13,448 $1.1M
3 Richards, Merrill & Peterson, INC. 0.40% 15,725 $1.3M
4 FLP Wealth Management, LLC 0.39% 2,751 $220K
5 Seneca Financial Advisors LLC 0.38% 18,419 $1.5M
6 Quest 10 Wealth Builders, Inc. 0.31% 5,067 $405K
7 Centennial Advisors, LLC 0.24% 2,515 $201K
8 Accordant Advisory Group Inc 0.16% 2,987 $239K
9 LifeWealth Investments, LLC 0.15% 7,052 $563K
10 Allie Family Office LLC 0.13% 4,455 $356K
11 B.O.S.S. Retirement Advisors, LLC 0.12% 5,667 $453K
12 Kingsview Wealth Management, LLC 0.11% 118,640 $9.5M
13 Buckhead Capital Management LLC 0.11% 4,190 $335K
14 Richardson Capital Management LLC 0.11% 3,086 $247K
15 AE Wealth Management LLC 0.09% 246,742 $19.7M
16 Lloyd Advisory Services, LLC. 0.06% 1,892 $151K
17 Kingdom Financial Group LLC. 0.06% 2,811 $225K
18 Kingswood Wealth Advisors, LLC 0.05% 16,080 $1.3M
19 Raleigh Capital Management Inc. 0.04% 1,625 $130K
20 Key FInancial Inc 0.03% 2,335 $187K
21 Simplicity Wealth,LLC 0.02% 6,661 $532K
22 Montgomery Financial Services LLC 0.02% 244 $19K
23 Compass Financial Management LLC 0.02% 1,642 $136K
24 Wealthspire Advisors, LLC 0.02% 35,593 $2.8M
25 Networth Advisors, LLC 0.01% 229 $18K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Spdr Index Shs Fds (WDIV)

What does the Smart Money Trend signal show for WDIV?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added WDIV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for WDIV?

Slight buying edge — 51% buying: Last quarter: 39 funds bought or added vs 37 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for WDIV holders?

Elite ownership — 42% AUM from top-100 funds: 17 of 84 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in WDIV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held WDIV?

56% of holders stayed for 2+ years: 48 out of 85 hedge funds have held WDIV for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →