WEALTHCARE CAPITAL MANAGEMENT LLC
Position in CWI — State Street SPDR MSCI ACWI ex-US ETF
CIK 1516450
RICHMOND, VA
Position in CWI
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$425,395
+$49,529 QoQ
Shares Held
11,626
+11.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CWI Over Time
Shares Held
Position Value (USD)
All Filings in CWI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $425,395 | 11,626 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $375,866 | 10,464 | Shares | Sole | 2026-01-20 | |
| No filing history on record for this holder in this stock. | ||||||