SPEND LIFE WISELY FUNDS INVESTMENT TRUST - WISD
Sector:
Funds
· Industry:
ETF / Fund
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Company profile
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Quarter snapshot
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Q2 2026
· Q1 2026
Value (USD)
Total reported value ($000)
$4.641M
QoQ value delta ($000)
+$2.734M
(+143.37%)
Implied price effect (QoQ)
+0.45%
Shares
Total shares
45,965
QoQ shares delta
+26,992
(+142.27%)
Total shares held by funds (by quarter)
Market chart (WISD)
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Top holders (Q2 2026)
Top 25 only
Full list
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| Delos Wealth Advisors, LLC | 3,084 | 30,535 | 1.58% |
| ENVESTNET ASSET MANAGEMENT INC | 528 | 5,233 | 0.0% |
| MML INVESTORS SERVICES, LLC | 526 | 5,214 | 0.0% |
| JANE STREET GROUP, LLC | 503 | 4,981 | 0.0% |
| UBS Group AG | 0 | 2 | 0.0% |