Ownership history in O'ROURKE & COMPANY, Inc Β· 8 quarters on record
This page tracks every 13F SEC filing in which O'ROURKE & COMPANY, Inc reported a position in WISDOMTREE TR (WCLD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π O'ROURKE & COMPANY, Inc underperformed the S&P 500 by β8.2% annually on this WCLD position. Timing score: 50% (2/4 decisions correct). Average cost basis: $37.16. Maximum drawdown during holding period: β13.5%.
β Significantly underperformed the S&P 500 by 8.2% ann.
6 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
2 of 4 add/trim decisions correct
Best entry: $31.59 (2024 Q2) Β· Worst: $37.52 (2024 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 3 trims. Bought during 0 of 3 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.08% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size