Loading...
Loading...
Of the 2 tracked institutions holding WGMI, 2 have a 3-year clone track record — 2 of them beat the S&P. Average holder's clone alpha: +6.9pt. It's a gauge of who owns the name, not just how many.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
Among the 2 tracked institutional investors we monitor, WGMI (VALKYRIE ETF TRUST II) is held with a combined value of $7.46M across 118,264 shares. The largest holder is CITADEL ADVISORS LLC with a position worth $4.46M. RENAISSANCE TECHNOLOGIES LLC opened a new position in the most recent quarter. 1 fund increased its holdings.
Total Institutional Value
$7.46M
Total Shares Held
118,264
Institutional Holders
2
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
None this quarter.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | CITADEL ADVISORS LLC | $4.46M | 0.00% | +52.5% |
| 2 | RENAISSANCE TECHNOLOGIES LLC | $3.00M | 0.00% | New |
As of the latest SEC 13F filings, CITADEL ADVISORS LLC is the largest institutional holder of WGMI with a position worth $4.46M, representing 0.00% of their portfolio. In total, 2 institutional investors hold WGMI with a combined value of $7.46M.
In the most recent quarter, 1 fund opened a new position in WGMI. Additionally, 1 increased their holdings.
Institutional investors hold $7.46M worth of WGMI stock across 2 positions. The largest institutional holder is CITADEL ADVISORS LLC with $4.46M in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For WGMI, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their WGMI positions.
Last Close
$45.73
2026-08-21
YTD
+8.8%
42% of 52-week range
