SEC 13F Intelligence

Wayfinding Financial, LLC / SMIZ

Wayfinding Financial, LLC’s Zacks Trust Position

Does Wayfinding Financial, LLC own Zacks Trust (SMIZ)? Yes — 149.4K shares worth $6M (+2.40% of its 13F portfolio) as of Q1 2026, down from 151.0K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
149.4K
% of Portfolio
+2.40%
Quarters Held
9
currently held

Position History SMIZ

Reported value by quarter
Q1 ’24: $4MQ1 ’24Q2 ’24: $4MQ3 ’24: $5MQ3 ’24Q4 ’24: $5MQ1 ’25: $4MQ1 ’25Q2 ’25: $5MQ3 ’25: $6MQ3 ’25Q4 ’25: $6MQ1 ’26: $6MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026149.4K$6M+2.40%
Q4 2025151.0K$6M+2.38%
Q3 2025149.1K$6M+2.40%
Q2 2025148.9K$5M+2.31%
Q1 2025142.0K$4M+1.88%
Q4 2024139.2K$5M+2.55%
Q3 2024142.6K$5M+3.51%
Q2 2024143.6K$4M+2.46%
Q1 2024144.3K$4M+2.57%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wayfinding Financial, LLC’s full portfolio or all institutional holders of SMIZ.