WUGI INVESTMENT MANAGERS SER TR I: institutional ownership and insider trading

6 funds reported holding $1.44M of INVESTMENT MANAGERS SER TR I in their latest 13F filings; in Q2 2026 funds net sold $2.35M, with 1 new positions and 2 funds selling out.

Famous investors holding WUGI

Largest institutional holders of WUGI

  1. WealthBridge Capital Management, LLC — $876K
  2. CITADEL ADVISORS LLC — $261K
  3. SAX WEALTH ADVISORS, LLC — $227K
  4. Federation des caisses Desjardins du Quebec — $29.8K
  5. OSAIC HOLDINGS, INC. — $28.9K
  6. UBS Group AG (UBS) — $13.8K

All WUGI 13F holders