Position in WWD
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$11,569,840
+$2,155,471 QoQ
Shares Held
27,195
+3.4% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#166
of 754 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WWD Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026IBEX WEALTH ADVISORS holds $36,108,462 across 5 Aerospace & Defense names. WWD ranks #1 (32.0% of the industry book) .
All Filings in WWD
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,569,840 | 27,195 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $9,414,369 | 26,303 | Shares | Sole | 2026-04-30 | |
| No filing history on record for this holder in this stock. | ||||||