DOSSIER · 13F Holders · Q2 2026
WUGI
INVESTMENT MANAGERS SER TR I
9 institutions still hold INVESTMENT MANAGERS SER TR I as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.
CUSIP 46144X495·9 13F holders·last filed Jun 30, 2026
AI Holders Summary · Q2 2026
9 institutions reported WUGI in Q2 2026. WealthBridge Capital Management, LLC leads at 41.3% of the visible book.
Top holders
Sorted by position value. Source: SEC EDGAR 13F-HR filings.