Axs Esoterica Nextg Eco ETFWUGIETF
13F holders, Q2 2026 (June 30)6holders −1
1new positions
2sold out
1famous investor
$96.19avg. 13F price*
At the end of Q2 2026, 6 institutions reported holding Axs Esoterica Nextg Eco ETF (WUGI) in their 13F filings, down 1 from Q1 2026. 1 opened new positions and 2 sold out. The largest holders were WealthBridge Capital Management, LLC ($933K), Citadel Advisors ($261K) and Federation des caisses Desjardins du Quebec ($30K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Axs Esoterica Nextg Eco ETF
- Filed as
- INVESTMENT MANAGERS SER TR I (Q2 2026)
- CUSIP
- 46144X495
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $14K |
| Exits | 2 | $985K |
All 13F filers, Q1 2026 → Q2 2026: 143 shares bought and 24,541 shares sold, net −24,398 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| WealthBridge Capital Management, LLC | 0.19% | Reduce -7.7% | 9,699 | $933K |
| Citadel Advisors | 0.00% | Reduce -76.2% | 2,713 | $261K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 311 | $30K |
| Osaic Holdings, Inc. | 0.00% | No change | 300 | $29K |
| UBS Group AG | 0.00% | New | 143 | $14K |
| AdvisorNet Financial, Inc | 0.00% | No change | 100 | $10K |
"% of holder's portfolio" is WUGI's weight in each manager's 13F, not the share of Axs Esoterica Nextg Eco ETF the manager owns.