WORLD FDS TR - APPLIED FIN INST

CUSIP: 98148J188

Q2 2025 13F Holders as of 30 Jun 2025

Type / Class
Equity / APPLIED FIN INST
Total 13F shares
3,327,420
Share change
-71,745
Total reported value
$75,499,183
Price per share
$22.69
Number of holders
1
Value change
-$1,627,895
Number of sells
1

Quarterly Holders Quick Answers

What is CUSIP 98148J188?
CUSIP 98148J188 identifies 98148J188 - WORLD FDS TR - APPLIED FIN INST in SEC institutional holdings data.

Need full ownership history?
Open the full security ownership history page.

Institutional Holders of WORLD FDS TR - APPLIED FIN INST as of Q2 2025

As of 30 Jun 2025, WORLD FDS TR - APPLIED FIN INST was held by 1 institutional shareholder that filed Form 13F with the SEC. Together, they reported ownership of 3,327,420 shares. The largest 1 holders included Fulton Bank, N.A.. This page lists 1 institutional shareholders reporting positions in this security for the Q2 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.