SPEND LIFE WISELY FUNDS INVESTMENT TRUST - WISD
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Delos Wealth Advisors, LLC | History | Added to | 30,535 | 3,084 | 1.58% | 0.23% | 1 | +26,545 | 665.29% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 5,233 | 528 | 0.0% | 0.0% | 2 | +33 | 0.63% | Q2 2026 | Aug 03, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 5,214 | 526 | 0.0% | 0.0% | 3 | +257 | 5.18% | Q2 2026 | Aug 07, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 4,981 | 503 | 0.0% | 0.0% | 4 | +155 | 3.21% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Aug 13, 2026 |