CITADEL ADVISORS LLC WBND — LEGG MASON ETF INVESTMENT TR

Ownership history in CITADEL ADVISORS LLC  ·  18 quarters on record

AI Ownership Summary

CITADEL ADVISORS LLC reported LEGG MASON ETF INVESTMENT TR (WBND) in 18 quarterly 13F filings from 2024 Q3 through 2025 Q2. The latest visible filing shows WBND at 0.00% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WBND ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CITADEL ADVISORS LLC's position in LEGG MASON ETF INVESTMENT 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
2025 Q2

WBND was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

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

Time in book
Holding Window
2024 Q3 to 2025 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.

WBND stock page CITADEL ADVISORS LLC fund profile CITADEL ADVISORS LLC full holdings
How CITADEL ADVISORS LLC held WBND — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 REDUCED — — — 18,104 -174,641 -90.6% 0.00% $366K 2025-08-14 $20.20
2024 Q4 ADDED — — — 192,745 +107,048 +124.9% 0.00% $3.8M 2025-02-14 $19.67
2024 Q3 ADDED — — — 85,697 +69,400 +425.8% 0.00% $1.8M 2024-11-14 $19.49
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding WBND

As of 2025 Q2 — sorted by position size

Allworth Financial LP 3Y 7Y 0.02% JANE STREET GROUP, LLC 3Y 7Y 0.0% JPMORGAN CHASE & CO 3Y 7Y 0.0% LPL Financial LLC 3Y 7Y 0.0% SUSQUEHANNA INTERNATIONAL GROUP, LLP 3Y 7Y 0.0% ROYAL BANK OF CANADA 3Y 7Y 0.0% American Capital Advisory, LLC 0.0% Global Retirement Partners, LLC 3Y 7Y 0.0% MORGAN STANLEY 3Y 7Y 0.0% WELLS FARGO & COMPANY/MN 3Y 7Y 0.0%

FAQ About CITADEL ADVISORS LLC and WBND

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

How long has CITADEL ADVISORS LLC reported owning WBND?

CITADEL ADVISORS LLC reported WBND across 3 quarterly 13F filings, from 2024 Q3 through 2025 Q2.

What was the largest reported WBND position in CITADEL ADVISORS LLC's portfolio?

The largest reported portfolio weight for WBND was 0.00% in 2024 Q4.

What is the latest reported WBND position on this page?

The most recent filing on this page is 2025 Q2, when CITADEL ADVISORS LLC reported 18,104 shares, equal to 0.00% of portfolio, with an estimated market value of $366K.

What does the chart on this WBND ownership page compare?

The chart compares CITADEL ADVISORS LLC's quarterly WBND 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.

How well did CITADEL ADVISORS LLC time their WBND position?

Based on 13F filing dates vs. subsequent WBND price moves, CITADEL ADVISORS LLC correctly timed 12 out of 17 reported position changes (71%). The annualised alpha on WBND relative to SPY over the holding period was -13.0%.

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