WRD β€” WERIDE INC

Ownership history in CoreCap Advisors, LLC  Β·  5 quarters on record

AI Ownership Summary

CoreCap Advisors, LLC reported WERIDE INC (WRD) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. The latest visible filing shows WRD 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.

What this WRD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CoreCap Advisors, LLC's position in WERIDE INC, 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 Q1

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

High-water mark
Peak Conviction
0.0% in 2025 Q1

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

Time in book
Holding Window
2025 Q1 to 2026 Q1

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 CoreCap Advisors, LLC held WRD β€” position size vs. price
% of Fund (quarterly)    WRD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 60 β€” 0% 0.00% $485 2026-04-07 $7.47
2025 Q4 UNCHANGED 60 β€” 0% 0.00% $521 2026-01-13 $8.81
2025 Q3 UNCHANGED 60 β€” 0% 0.00% $594 2025-10-22 $9.83
2025 Q2 UNCHANGED 60 β€” 0% 0.00% $473 2025-08-14 $9.65
2025 Q1 INITIATED 60 β€” β€” 0.00% $814 2025-05-09 $8.01

FAQ About CoreCap Advisors, LLC and WRD

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

How long has CoreCap Advisors, LLC reported owning WRD?

CoreCap Advisors, LLC reported WRD across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported WRD position in CoreCap Advisors, LLC's portfolio?

The largest reported portfolio weight for WRD was 0.00% in 2025 Q1.

What is the latest reported WRD position on this page?

The most recent filing on this page is 2026 Q1, when CoreCap Advisors, LLC reported 60 shares, equal to 0.00% of portfolio, with an estimated market value of $485.

What does the chart on this WRD ownership page compare?

The chart compares CoreCap Advisors, LLC's quarterly WRD 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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