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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | New | 5,200 | 523 | 0.0% | — | 1 | +5,200 | New | Q1 2026 | May 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 4,957 | 498 | 0.0% | — | 2 | +4,957 | New | Q1 2026 | May 04, 2026 |
| JANE STREET GROUP, LLC | History | New | 4,826 | 485 | 0.0% | — | 3 | +4,826 | New | Q1 2026 | May 12, 2026 |
| Delos Wealth Advisors, LLC | History | New | 3,990 | 401 | 0.23% | — | 4 | +3,990 | New | Q1 2026 | May 14, 2026 |