Who owns WLY
246 institutions reported holding WLY for 2026Q1, together 80% of the company, more than the 233 a quarter earlier.
246
Institutions reporting a position · as of 2026Q1 · up from 233 the quarter before
- Shares held by institutions
- 42.0M
Shares held by institutions · 80% of the company · long US equity positions only, as reported on Form 13F
- Reported value
- $1.60B
Reported value · at 2026-03-31 prices, not today's
- Top 5 holders
- 35%
Top 5 holders · of the whole company, between five filers
Details›
- Reporting quarter2026-03-31
- 2026Q1
- Quarters on record
- 52
- New positions
- 45
- Positions exited
- 37
- Added to
- 85
- Reduced
- 72
- Top 10 holdersof the company
- 47%
| Quarter | Filers | Shares | Reported value |
|---|---|---|---|
| 2026Q1 | 246 | 42.0M | $1.60B |
| 2025Q4 | 233 | 41.4M | $1.27B |
| 2025Q3 | 247 | 41.5M | $1.68B |
| 2025Q2 | 262 | 41.8M | $1.86B |
| 2025Q1 | 250 | 41.4M | $1.85B |
| 2024Q4 | 239 | 41.6M | $1.82B |
| 2024Q3 | 230 | 40.5M | $1.96B |
| 2024Q2 | 238 | 39.1M | $1.59B |
| 2024Q1 | 212 | 40.0M | $1.53B |
| 2023Q4 | 231 | 40.4M | $1.28B |
| 2023Q3 | 235 | 40.2M | $1.50B |
| 2023Q2 | 219 | 41.6M | $1.40B |
| 2023Q1 | 227 | 40.5M | $1.57B |
| 2022Q4 | 220 | 42.1M | $1.64B |
| 2022Q3 | 226 | 40.6M | $1.52B |
| 2022Q2 | 235 | 40.1M | $1.91B |
| Holder | Shares | % of company | Value |
|---|---|---|---|
| BlackRock Inc. | 6.2M | 12% | $235M |
| VANGUARD GROUP INC | 4.6M | 8.7% | $175M |
| Neuberger Berman Group LLC | 3.0M | 5.7% | $115M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 2.4M | 4.5% | $91M |
| STATE STREET CORP | 2.2M | 4.1% | $83M |
| DIMENSIONAL FUND ADVISORS LP | 1.8M | 3.5% | $70M |
| BANK OF MONTREAL /CAN/ | 1.6M | 3.0% | $61M |
| BROWN ADVISORY INC | 1.2M | 2.3% | $46M |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 1.0M | 1.8% | $37M |
| GEODE CAPITAL MANAGEMENT LLC | 1.0M | 1.8% | $37M |
SEC Form 13F data sets (DERA bulk files). 13F is quarterly, filed up to 45 days late, and covers long US equity positions only, no shorts, no derivatives, nothing held below the reporting threshold.
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