Who owns WDTE?
Defiance S&P 500 Target 30 Weekly Distribution ETF · Defiance
12 institutions reported holding WDTE, worth $3.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of WDTE
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Stirlingshire Investments, Inc. | New York, NY | $1.3M | 42,004 | +217 shares |
| Anchor Capital Management Group Inc | Aliso Viejo, CA | $1.2M | 40,000 | No change |
| Redhawk Wealth Advisors, Inc. | Minneapolis, MN | $685K | 22,879 | +1,688 shares |
| Old Mission Capital LLC | Chicago, IL | $567K | 18,923 | −1,764 shares |
| CoreCap Advisors, LLC | Southfield, MI | $141K | 4,700 | New position |
| Tucker Asset Management LLC | Littleton, CO | $21K | 712 | New position |
| International Assets Investment Management, LLC | Orlando, FL | $17K | 557 | −216 shares |
| Ameritas Advisory Services, LLC | Lincoln, NE | $3K | 104 | New position |
| Morgan Stanley | New York, NY | $2K | 57 | −1 shares |
| Duncker Streett & Co Inc. | St. Louis, MO | $989 | 33 | No change |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns WDTE?
12 institutional managers reported holding WDTE in Form 13F filings for June 30, 2026, worth $3.9M in total. The largest reported position was held by Stirlingshire Investments, Inc., at $1.3M.
Did institutions buy or sell WDTE last quarter?
Reported 13F value fell 17.0% from March 31, 2026, which includes price moves as well as buying and selling. 3 firms reported a new position and 4 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is WDTE ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.