Institutional shares held 4.79 Million
69.8K calls
3.5K puts
Total value of holdings $167M
$2.44M calls
$122K puts
# of Institutions 111


Latest Institutional Activity in WCLD

Top Purchases

Q3 2025
Milestone Asset Management, LLC Shares Held: 8.64K ($301K)
Q3 2025
Cypress Point Wealth Management, LLC Shares Held: 17.6K ($615K)
Q3 2025
Comprehensive Financial Consultants Institutional, Inc. Shares Held: 5.89K ($206K)
Q3 2025
Joseph P. Lucia & Associates, LLC Shares Held: 34.2K ($1.19M)
Q3 2025
North Star Investment Management Corp. Shares Held: 1.73K ($60.2K)

Top Sells

Q3 2025
Yarbrough Capital, LLC Shares Held: 38.6K ($1.35M)
Q3 2025
Selective Wealth Management, Inc. Shares Held: 279K ($9.75M)
Q3 2025
Lodestar Private Asset Management LLC Shares Held: 6.1K ($213K)
Q3 2025
Cwm, LLC Shares Held: 13.9K ($486K)
Q3 2025
Sfi Advisors, LLC Shares Held: 13.5K ($471K)

About WCLD

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