Position in WDH
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$77,311
-$8,354 QoQ
Shares Held
47,723
+5.8% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#13
of 35 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WDH Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Mar 31, 2026SmartHarvest Portfolios, LLC holds $4,330,282 across 5 Insurance - Diversified names. WDH ranks #5 (1.8% of the industry book) .
All Filings in WDH
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $77,311 | 47,723 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $85,665 | 45,087 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||