Northern Lts Fd Tr IV (WWJD) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Northern Lts Fd Tr IV (WWJD) following the 2026 Q2 hedge fund 13F filings?

As of today, WWJD has moved -0.9% since the 2026 Q2 13F filing date (August 14, 2026), compared to -2.3% for the SPY sector ETF — an outperformance of +1.4%. Since the quarter end (June 30, 2026), WWJD gained +5.4% vs +5.2% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Northern Lts Fd Tr IV (WWJD)

119 + Investors. Track Smart Money conviction in WWJD. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — WWJD

Based on 120 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added WWJD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

120 hedge funds hold WWJD right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +33% more funds vs a year ago

fund count last 6Q

+30 new funds entered over the past year (+33% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 69% buying

79 buying36 selling

Last quarter: 79 funds were net buyers (21 opened a brand new position + 58 added to an existing one). Only 36 were sellers (27 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter

Funds opening a new WWJD position: 10 → 20 → 14 → 21. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

42% of holders stayed for 2+ years

■ 42% conviction (2yr+) ■ 27% medium ■ 32% new

50 out of 120 hedge funds have held WWJD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

📈

Growing discovery — still being found

14 → 10 → 20 → 14 → 21 new funds/Q

New funds entering each quarter: 10 → 20 → 14 → 21. A growing number of institutions are discovering WWJD each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 45% veterans vs 35% newcomers

■ 45% veterans ■ 20% 1-2yr ■ 35% new

Entry-cohort mix of 120 holders: 54 (45%) are 2+ year veterans, 24 entered 1–2 years ago, and 42 (35%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

📋

Smaller funds dominant — 5% AUM from top-100

5% from top-100 AUM funds

6 of 120 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

4.2

out of 10

Moderate Exit Risk

Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	119	108	10.19%
13F Shares	10M	10M	4.72%
Total Value	$384M	$356M	8.04%
New Positions	20	14	+6
Increased Positions	58	44	+14
Closed Positions	9	8	+1
Reduced Positions	27	32	-5
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

119

108

10.19%

13F Shares

10M

4.72%

Total Value

$384M

$356M

8.04%

New Positions

Increased Positions

+14

Closed Positions

Reduced Positions

-5

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

119 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in WWJD. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 WWJD holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Inspire Advisors, LLC	8.70%	3,282,710	$125.1M
2	Bare Financial Services, Inc	4.67%	533,340	$20.3M
3	Sound Financial Strategies Group, LLC	4.14%	170,928	$6.5M
4	Turning Point Benefit Group, Inc.	3.80%	232,672	$8.8M
5	PAX Financial Group, LLC	2.57%	452,976	$17.3M
6	Legacy Wealth Asset Management, LLC	2.45%	292,460	$11.2M
7	Faithward Advisors, LLC	2.05%	441,139	$16.8M
8	SageOak Financial, LLC	1.45%	58,611	$2.2M
9	Plan A Wealth LLC	1.33%	81,787	$3.1M
10	OneAscent Financial Services LLC	1.01%	551,263	$21.0M
11	Fiduciary Alliance LLC	0.92%	357,061	$13.6M
12	Range Financial Group LLC	0.73%	70,029	$2.7M
13	Strategic Equity Management	0.71%	55,489	$2.1M
14	Inspire Investing, LLC	0.67%	424,886	$16.2M
15	Moneywise, INC.	0.66%	46,565	$1.8M
16	Frontier Asset Management, LLC	0.60%	87,244	$3.3M
17	LifeGuide Financial Advisors, LLC	0.57%	52,090	$2.0M
18	WorthPointe, LLC	0.55%	57,920	$2.2M
19	Schwallier Wealth Management LLC	0.50%	20,803	$793K
20	Creative Financial Designs Inc /Adv	0.49%	272,496	$10.4M
21	Mission Financial Group, LLC	0.41%	13,029	$497K
22	Silver Oak Securities, Incorporated	0.41%	176,048	$6.7M
23	Optivise Advisory Services LLC	0.38%	19,820	$756K
24	Security Financial Services, INC.	0.35%	66,957	$2.6M
25	Carlson Financial, INC.	0.32%	15,219	$555K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Northern Lts Fd Tr IV (WWJD)

What does the Smart Money Trend signal show for WWJD?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added WWJD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for WWJD?

More buyers than sellers — 69% buying: Last quarter: 79 funds were net buyers (21 opened a brand new position + 58 added to an existing one). Only 36 were sellers (27 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for WWJD holders?

Smaller funds dominant — 5% AUM from top-100: 6 of 120 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held WWJD?

42% of holders stayed for 2+ years: 50 out of 120 hedge funds have held WWJD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Northern Lts Fd Tr IV (WWJD) following the 2026 Q2 hedge fund 13F filings?

As of today, WWJD has moved -0.9% since the 2026 Q2 13F filing date (August 14, 2026), compared to -2.3% for the SPY sector ETF — an outperformance of +1.4%. Since the quarter end (June 30, 2026), WWJD has gained +5.4% vs +5.2% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Northern Lts Fd Tr IV (WWJD)

Smart Money Signals — WWJD

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +33% more funds vs a year ago

More buyers than sellers — 69% buying

More new buyers each quarter (+7 vs last Q)

42% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 45% veterans vs 35% newcomers

Smaller funds dominant — 5% AUM from top-100

Institutional Sentiment Summary — WWJD

Hedge Fund Ownership: WWJD

Market Analysis: WWJD

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: WWJD

Is It Too Late to Buy Northern Lts Fd Tr IV (WWJD) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: WWJD

Statistics: WWJD

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Northern Lts Fd Tr IV (WWJD)

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