DOSSIER · 13F Holders · Q2 2026
WISD
SPEND LIFE WISELY FUNDS INVT
5 institutions still hold SPEND LIFE WISELY FUNDS INVT as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.
CUSIP 75281Y867·5 13F holders·last filed Jun 30, 2026
AI Holders Summary · Q2 2026
5 institutions reported WISD in Q2 2026. Delos Wealth Advisors, LLC leads at 66.7% of the visible book.
Top holders
Sorted by position value. Source: SEC EDGAR 13F-HR filings.