Institutional shares held 5.46 Million
1.7K calls
3.5K puts
Total value of holdings $180M
$56K calls
$115K puts
# of Institutions 114


Latest Institutional Activity in WCLD

Top Purchases

Q1 2025
Summit Trail Advisors, LLC Shares Held: 285K ($9.4M)
Q1 2025
Thrive Capital Management, LLC Shares Held: 28.5K ($941K)
Q1 2025
Opal Wealth Advisors, LLC Shares Held: 3.91K ($129K)
Q1 2025
Creative Financial Designs Inc Shares Held: 3.02K ($99.6K)
Q1 2025
Stone Crest Wealth Management, Inc. Shares Held: 95.9K ($3.16M)

Top Sells

Q1 2025
Selective Wealth Management, Inc. Shares Held: 304K ($10M)
Q1 2025
Wolf Group Capital Advisors Shares Held: 7.41K ($244K)
Q1 2025
Perigon Wealth Management, LLC Shares Held: 21K ($692K)
Q1 2025
Wealthfront Advisers LLC Shares Held: 61.4K ($2.03M)
Q1 2025
Cwm, LLC Shares Held: 14.7K ($485K)

About WCLD

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