DOSSIER · 13F Holders · Q1 2026
WISD
SPEND LIFE WISELY FUNDS INVT
4 institutions still hold SPEND LIFE WISELY FUNDS INVT as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.
CUSIP 75281Y867·4 13F holders·last filed Mar 31, 2026
AI Holders Summary · Q1 2026
4 institutions reported WISD in Q1 2026. ENVESTNET ASSET MANAGEMENT INC leads at 27.4% of the visible book.
Top holders
Sorted by position value. Source: SEC EDGAR 13F-HR filings.