WUGI — Investment Managers Ser Tr I Institutional Holders · Q2 2026
Who owns Investment Managers Ser Tr I (WUGI)? 8 institutions reported holding $1.28M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: WealthBridge Capital Management, LLC ($932,991), Citadel Advisors LLC ($260,988), Federation des caisses Desjardins du Quebec ($29,778).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | WealthBridge Capital Management, LLC | $932,991 | 9,699 | Trimmed |
| 2 | CITADEL ADVISORS LLC | $260,988 | 2,713 | Trimmed |
| 3 | Federation des caisses Desjardins du Quebec | $29,778 | 311 | Hold |
| 4 | OSAIC HOLDINGS, INC. | $28,860 | 300 | Hold |
| 5 | UBS Group AG | $13,756 | 143 | New |
| 6 | AdvisorNet Financial, Inc | $9,620 | 100 | Hold |
| 7 | FLOW TRADERS U.S. LLC | $0 | 0 | Exited |
| 8 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30