Institutional Holders (2026 Q1)
2 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in WSGE. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Warren Street Wealth Advisors, LLC | 13.04% | 2,076,785 | $51.2M |
| 2 | GTS SECURITIES LLC | 0.01% | 13,069 | $322K |
| 3 | JANE STREET GROUP, LLC | 0.00% | 8,636 | $213K |
| 4 | UBS Group AG | 0.00% | 73 | $2K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|