Ownership history in WEALTH EFFECTS LLC · 14 quarters on record
This page tracks every 13F SEC filing in which WEALTH EFFECTS LLC reported a position in TEKLA WORLD HEALTHCARE FD (THW). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 30,300 | +200 | +0.7% | 0.12% | $387K | $12.55 |
| 2025 Q3 | ADDED | 30,100 | +1,400 | +4.9% | 0.12% | $379K | $12.04 |
| 2025 Q2 | ADDED | 28,700 | +700 | +2.5% | 0.11% | $294K | $9.50 |
| 2025 Q1 | ADDED | 28,000 | +1,600 | +6.1% | 0.14% | $323K | $10.32 |
| 2024 Q4 | REDUCED | 26,400 | -2,300 | -8.0% | 0.10% | $291K | $9.57 |
| 2024 Q3 | REDUCED | 28,700 | -33,400 | -53.8% | 0.13% | $381K | $11.20 |
| 2024 Q2 | REDUCED | 62,100 | -4,350 | -6.5% | 0.30% | $815K | $10.79 |
| 2024 Q1 | ADDED | 66,450 | +200 | +0.3% | 0.32% | $879K | $10.58 |
| 2023 Q4 | ADDED | 66,250 | +3,850 | +6.2% | 0.29% | $773K | $9.08 |
| 2023 Q3 | ADDED | 62,400 | +7,350 | +13.4% | 0.36% | $731K | $8.84 |
As of 2025 Q4 — sorted by position size