EA Series Trust - WSGE
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Warren Street Wealth Advisors, LLC | History | Added to | 2,076,785 | 51,240 | 13.04% | 9.36% | 1 | +766,402 | 58.49% | Q1 2026 | Apr 16, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -70,455 | -100.0% | Q4 2025 | Feb 13, 2026 |