13F institutional ownership facts

Institutions tracked

35

Reported value

$5,285,892.00

Reported shares

108,965

Latest filing period

Q2 2026

Top institutional holders

  1. Mike Hankin - Brown Advisory INC · $61,445,318 · 0.1%
  2. Neuberger Berman · $146,463,217 · 0.1%
  3. Josef Lakonishok - Lsv Asset Management · $49,607,000 · 0.09%
  4. PSP Investments · $6,771,996 · 0.02%
  5. Charles Schwab · $34,628,669 · <0.01%%
  6. Larry Fink - BlackRock · $300,766,181 · <0.01%%

Data source and limitations

This page uses public SEC Form 13F disclosures and related institutional filing data. 13F reports are periodic disclosures and may not represent current real-time holdings.

13F Hub provides research and education data only. It does not provide personalized investment advice.

$WLY

Institutional Holdings

35

Top Institutions

Top Institutions

1

Mike Hankin - Brown Advisory INC

1,266,653 shares

0.10%

% of Portfolio

2

Neuberger Berman

3,019,238 shares

0.10%

% of Portfolio

3

Josef Lakonishok - Lsv Asset Management

1,022,604 shares

0.09%

% of Portfolio

4

PSP Investments

139,600 shares

0.02%

% of Portfolio

5

Charles Schwab

713,846 shares

NaN%

% of Portfolio

6

Larry Fink - BlackRock

6,200,086 shares

NaN%

% of Portfolio

7

New York State Teachers Retirement System - New York State Teachers Retirement System

49,800 shares

NaN%

% of Portfolio

8

Ken Griffin - Citadel Advisors

124,434 shares

NaN%

% of Portfolio

9

Jane Street Group

111,606 shares

NaN%

% of Portfolio

10

State Street Corp

2,263,854 shares

NaN%

% of Portfolio

11

David Solomon - Goldman Sachs

576,223 shares

NaN%

% of Portfolio

12

Nuveen

240,231 shares

NaN%

% of Portfolio

13

David E. Shaw - D.E. Shaw & Co.

82,145 shares

NaN%

% of Portfolio

14

Geode Capital Management

1,006,220 shares

NaN%

% of Portfolio

15

Northern Trust Corp

424,616 shares

NaN%

% of Portfolio

16

Invesco

545,369 shares

NaN%

% of Portfolio

17

Cliff Asness - AQR Capital Management

114,451 shares

NaN%

% of Portfolio

18

Morgan Stanley

665,627 shares

NaN%

% of Portfolio

19

Franklin Resources

153,316 shares

NaN%

% of Portfolio

20

UBS Group

168,257 shares

NaN%

% of Portfolio

21

Jamie Dimon - JPMorgan Chase

459,003 shares

NaN%

% of Portfolio

22

Legal & General

95,633 shares

NaN%

% of Portfolio

23

Joel Greenblatt - Gotham Asset Management

4,386 shares

NaN%

% of Portfolio

24

Ensign Peak Advisors

5,140 shares

NaN%

% of Portfolio

25

Voya Investment Mgmt

7,507 shares

NaN%

% of Portfolio

26

T. Rowe Price

55,508 shares

NaN%

% of Portfolio

27

SG Americas Securities

8,998 shares

NaN%

% of Portfolio

28

Israel Englander - Millennium Management

4,966 shares

NaN%

% of Portfolio

29

BNP Paribas

5,991 shares

NaN%

% of Portfolio

30

PNC Financial Services

5,945 shares

NaN%

% of Portfolio

31

Amundi

4,445 shares

NaN%

% of Portfolio

32

Stephen Schwarzman - Blackstone

10,502 shares

NaN%

% of Portfolio

33

Ray Dalio - Bridgewater Associates

0 shares

0.00%

% of Portfolio

34

Dmitry Balyasny - Balyasny Asset Management

0 shares

0.00%

% of Portfolio

35

Ben Whitmore - Brickwood Asset Management L

26,820 shares

0.93%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

37%

LARGE

24%

MEDIUM

31%

SMALL

8%

Geographic Distribution

North America
67%
Europe
29%
Asia Pacific
8%
Other
5%

Institutional Activity

Buyers

52

Sellers

19

Holders

96

New

21

Exited

13

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Insider TradingPRO

Trading Statistics

Insider Buyers

15

Insider Sellers

19

Purchase Value

$20.6M

Role Distribution

CEO
22%
CFO
15%
Director
30%
VP
12%
Other
5%
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RatingPRO

77

B+

Overall Score

Strong institutional support with positive momentum

Rating Dimensions

Institutional Ownership
72
Recent Activity
74
Concentration
71
Momentum
93
Stability
64

Recent Actions

New

7

Increased

19

Decreased

14

Exited

6

Total

50

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