CUSIP 939330106LOAD EQUITY FUNDAWSHXQ4 2025
Aggregate 13F value by quarter
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9 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Arvest Bank Trust Division | 13.6K | $889.1K | −28 | Reduced |
| 2 | Ethos Financial Group, LLC | 3.7K | $242.7K | −4.7K | Reduced |
| 3 | Westside Investment Management, Inc. | 3.1K | $203.5K | +137 | Added |
| 4 | Financially Speaking Inc | 1.7K | $111.7K |
| +82 |
| Added |
| 5 | Financial Gravity Asset Management, Inc. | 770 | $50.2K | −696 | Reduced |
| 6 | Mcmillan Office, Inc. | 200 | $13.0K | +200 | New Position |
| 7 | Coston, Mcisaac & Partners | 12.6K | $822 | +447 | Added |
| 8 | Chickasaw Capital Management LLC | 3.1K | $202 | +3.1K | New |
| 9 | Motiv8 Investments LLC | 2.4K | $158 | +2.4K | New |