ARK & TLK INVESTMENTS, LLC USFR β€” WISDOMTREE TR

Ownership history in ARK & TLK INVESTMENTS, LLC  Β·  3 quarters on record

AI Ownership Summary

ARK & TLK INVESTMENTS, LLC reported WISDOMTREE TR (USFR) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.27% in 2026 Q2. The latest visible filing shows USFR at 0.27% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this USFR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ARK & TLK INVESTMENTS, LLC's position in WISDOMTREE TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

USFR was reported at 0.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.27% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ARK & TLK INVESTMENTS, LLC held USFR β€” position size vs. price
% of Fund (quarterly)    USFR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 21,545 +5,369 +33.2% 0.27% $1.1M 2026-07-20 $50.47
2026 Q1 ADDED β€” β€” β€” 16,176 +4,270 +35.9% 0.22% $814K 2026-05-12 $50.11
2025 Q4 INITIATED β€” β€” β€” 11,906 β€” β€” 0.16% $599K 2026-02-10 $49.64

FAQ About ARK & TLK INVESTMENTS, LLC and USFR

These are the practical questions this page is built to answer before you even open the full history table.

How long has ARK & TLK INVESTMENTS, LLC reported owning USFR?

ARK & TLK INVESTMENTS, LLC reported USFR across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported USFR position in ARK & TLK INVESTMENTS, LLC's portfolio?

The largest reported portfolio weight for USFR was 0.27% in 2026 Q2.

What is the latest reported USFR position on this page?

The most recent filing on this page is 2026 Q2, when ARK & TLK INVESTMENTS, LLC reported 21,545 shares, equal to 0.27% of portfolio, with an estimated market value of $1.1M.

What does the chart on this USFR ownership page compare?

The chart compares ARK & TLK INVESTMENTS, LLC's quarterly USFR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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