Institutional shares held 5.8 Million
68.3K calls
2.3K puts
Total value of holdings $209M
$2.47M calls
$83K puts
# of Institutions 115


Latest Institutional Activity in WCLD

Top Purchases

Q2 2025
Old National Bancorp Shares Held: 129K ($4.66M)
Q2 2025
Ballast, Inc. Shares Held: 34K ($1.23M)
Q2 2025
Endowment Wealth Management, Inc. Shares Held: 8.31K ($300K)
Q2 2025
Opal Wealth Advisors, LLC Shares Held: 5.63K ($204K)
Q2 2025
North Star Investment Management Corp. Shares Held: 1.63K ($58.7K)

Top Sells

Q2 2025
Perigon Wealth Management, LLC Shares Held: 12.2K ($439K)
Q2 2025
Selective Wealth Management, Inc. Shares Held: 295K ($10.7M)
Q2 2025
Lodestar Private Asset Management LLC Shares Held: 8.84K ($319K)
Q2 2025
O'Rourke & Company, Inc Shares Held: 6.74K ($244K)
Q2 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 14.7K ($532K)

About WCLD

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