Institutional shares held 5.77 Million
68.3K calls
2.3K puts
Total value of holdings $209M
$2.47M calls
$83K puts
# of Institutions 114


Latest Institutional Activity in WCLD

Top Purchases

Q2 2025
Old National Bancorp Shares Held: 129K ($4.67M)
Q2 2025
Opal Wealth Advisors, LLC Shares Held: 5.63K ($204K)
Q2 2025
North Star Investment Management Corp. Shares Held: 1.63K ($58.8K)
Q2 2025
Team Financial Group, LLC Shares Held: 105 ($3.8K)
Q2 2025
Carolina Wealth Advisors, LLC Shares Held: 442 ($16K)

Top Sells

Q2 2025
Perigon Wealth Management, LLC Shares Held: 12.2K ($440K)
Q2 2025
Selective Wealth Management, Inc. Shares Held: 295K ($10.7M)
Q2 2025
O'Rourke & Company, Inc Shares Held: 6.74K ($244K)
Q2 2025
First Premier Bank Shares Held: 664 ($24K)
Q2 2025
Halbert Hargrove Global Advisors, LLC Shares Held: 5.37K ($194K)

About WCLD

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