Position in WWD
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$334,297
-$65,067 QoQ
Shares Held
934
-29.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in WWD Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026Optimize Financial Inc holds $3,753,351 across 12 Aerospace & Defense names. WWD ranks #2 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AIR |
Aar Corp
|
3,237 | $354,322 | |
| 2 | WWD |
Woodward, Inc.
This page
|
934 | $334,297 | |
| 3 | FTAI |
FTAI Aviation Ltd.
|
1,341 | $328,545 | |
| 4 | HXL |
Hexcel Corp /De/
|
3,965 | $320,887 | |
| 5 | HEI |
Heico Corp
|
1,157 | $317,249 | |
| 6 | NOC |
Northrop Grumman Corp /De/
|
464 | $316,559 | |
| 7 | LMT |
Lockheed Martin Corp
|
522 | $315,491 | |
| 8 | HII |
Huntington Ingalls Industries, Inc.
|
818 | $310,758 |
All Filings in WWD
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $334,297 | 934 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $399,364 | 1,321 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $329,786 | 1,305 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $295,333 | 1,205 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $221,360 | 1,213 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $217,843 | 1,309 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||