W ADVISORS, LLC THRO β€” BLACKROCK ETF TRUST

Ownership history in W ADVISORS, LLC  Β·  4 quarters on record

AI Ownership Summary

W ADVISORS, LLC reported BLACKROCK ETF TRUST (THRO) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.47% in 2026 Q1. The latest visible filing shows THRO at 0.47% 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 THRO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was W ADVISORS, LLC's position in BLACKROCK ETF TRUST, 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

THRO was reported at 0.47% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.47% in 2026 Q1

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

Time in book
Holding Window
2025 Q2 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.

THRO stock page W ADVISORS, LLC fund profile W ADVISORS, LLC full holdings
How W ADVISORS, LLC held THRO β€” position size vs. price
% of Fund (quarterly)    THRO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 25,230 +6,068 +31.7% 0.47% $914K 2026-04-29 $40.33
2025 Q4 ADDED β€” β€” β€” 19,162 +1,710 +9.8% 0.37% $739K 2026-02-13 $37.96
2025 Q3 ADDED β€” β€” β€” 17,452 +66 +0.4% 0.35% $661K 2025-11-14 $38.00
2025 Q2 INITIATED β€” β€” β€” 17,386 β€” β€” 0.35% $619K 2025-08-07 $36.15

🏒 Other funds also holding THRO

As of 2026 Q1 β€” sorted by position size

Hobbs Wealth Management, LLC 4.4% EQ LLC 3Y 4.35% LiftPoint Family Wealth Advisors LLC 4.05% SOFI WEALTH, LLC 3Y 4.02% Midwest Capital Advisors, LLC 3.69% Goldstein Advisors, LLC 3Y 3.61% CORE WEALTH ADVISORS, LLC 3.19% Intentional Wealth Strategies, LLC 3.14% MA Private Wealth 3Y 7Y 2.97% Keystone Financial Services 3Y 2.96%

FAQ About W ADVISORS, LLC and THRO

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

How long has W ADVISORS, LLC reported owning THRO?

W ADVISORS, LLC reported THRO across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported THRO position in W ADVISORS, LLC's portfolio?

The largest reported portfolio weight for THRO was 0.47% in 2026 Q1.

What is the latest reported THRO position on this page?

The most recent filing on this page is 2026 Q1, when W ADVISORS, LLC reported 25,230 shares, equal to 0.47% of portfolio, with an estimated market value of $914K.

What does the chart on this THRO ownership page compare?

The chart compares W ADVISORS, LLC's quarterly THRO 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 W ADVISORS, LLC time their THRO position?

Based on 13F filing dates vs. subsequent THRO price moves, W ADVISORS, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on THRO relative to SPY over the holding period was -2.3%.

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