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Institutional Ownership · SEC Form 13F

Who owns WDH (WDH)


Which tracked institutional funds hold WDH, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See WDH company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

35
Institutional holders
24,462,394
Shares held (tracked funds)
0.7%
Of shares outstanding

How the tape is positioned

The tracked-fund tape on WDH is one-sided between 2025-Q4 and 2026-Q1: 0 added or opened and 6 trimmed or exited — on balance reducing.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

WDH’s largest tracked holder by dollar value, Boundless Plain Holdings Ltd, sizes it at 6.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 6.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in WDH divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 35 tracked filers holding WDH, 13 increased or opened the position and 16 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in WDH between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

Largest trims

  • Boundless Plain Holdings Ltd$4M
  • IDG China Capital Fund III Associates L.P.$2M
  • MORGAN STANLEY$1M
  • ACADIAN ASSET MANAGEMENT LLC$867K
  • Baader Bank Aktiengesellschaft$449K
  • MARSHALL WACE, LLP$403K

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
Boundless Plain Holdings Ltd trimmed11,485,432$18M45.0%2026-Q1
IDG China Capital Fund III Associates L.P.5,729,041$9M22.9%2026-Q1
MORGAN STANLEY trimmed3,399,027$6M13.6%2026-Q1
Baader Bank Aktiengesellschaft trimmed1,603,508$3M6.4%2026-Q1
Avenir Tech Ltd859,202$1M3.4%2026-Q1
IDG China Capital Fund GP III Associates Ltd.283,175$459K1.1%2026-Q1
MARSHALL WACE, LLP trimmed187,968$305K0.7%2026-Q1
GOLDMAN SACHS GROUP INC trimmed168,213$273K0.7%2026-Q1
ACADIAN ASSET MANAGEMENT LLC trimmed126,632$203K0.5%2026-Q1
Invesco Ltd. trimmed111,236$180K0.4%2026-Q1
STATE STREET CORP trimmed73,333$119K0.3%2026-Q1
RENAISSANCE TECHNOLOGIES LLC trimmed57,957$94K0.2%2026-Q1
SmartHarvest Portfolios, LLC added47,723$77K0.2%2026-Q1
Ethos Financial Group, LLC38,401$73K0.2%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP39,372$64K0.2%2026-Q1
Centiva Capital, LP added37,595$61K0.1%2026-Q1
CITADEL ADVISORS LLC trimmed30,467$49K0.1%2026-Q1
JANE STREET GROUP, LLC added28,179$46K0.1%2026-Q1
SEI INVESTMENTS CO24,920$40K0.1%2026-Q1
Police & Firemen's Retirement System of New Jersey added23,970$39K0.1%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added21,500$35K0.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added21,211$34K0.1%2026-Q1
WELLS FARGO & COMPANY/MN20,000$32K0.1%2026-Q1
RHUMBLINE ADVISERS15,359$25K0.1%2026-Q1
Virtu Financial LLC trimmed10,409$17K0.0%2026-Q1
Spire Wealth Management new5,000$8K0.0%2026-Q1
SBI Securities Co., Ltd.3,000$5K0.0%2026-Q1
UBS Group AG trimmed2,828$5K0.0%2026-Q1
JNBA Financial Advisors2,808$5K0.0%2026-Q1
JPMORGAN CHASE & CO trimmed2,230$4K0.0%2026-Q1
ROYAL BANK OF CANADA added1,289$2K0.0%2026-Q1
NISA INVESTMENT ADVISORS, LLC added1,101$2K0.0%2026-Q1
FIRST HORIZON CORP250$4050.0%2026-Q1
BlackRock, Inc.56$910.0%2026-Q1
Caitong International Asset Management Co., Ltd new2$30.0%2026-Q1
E Fund Management (Hong Kong) Co., Ltd. new275,323$372K0.9%2025-Q2 stale
E Fund Management Co., Ltd. new275,323$372K0.9%2025-Q2 stale
MILLENNIUM MANAGEMENT LLC added160,943$240K0.6%2025-Q1 stale
GSA CAPITAL PARTNERS LLP added46,065$87K0.2%2025-Q3 stale
Cubist Systematic Strategies, LLC added26,218$50K0.1%2025-Q3 stale
Russell Investments Group, Ltd.18,613$35K0.1%2025-Q4 stale
Point72 Asset Management, L.P. new16,718$32K0.1%2025-Q4 stale
Point72 Asia (Singapore) Pte. Ltd. new11,975$23K0.1%2025-Q3 stale
HRT FINANCIAL LP added11,705$22K0.1%2025-Q4 stale
XTX Topco Ltd new13,254$20K0.0%2025-Q1 stale
TWO SIGMA SECURITIES, LLC trimmed10,000$19K0.0%2025-Q3 stale
StoneX Group Inc. trimmed13,506$18K0.0%2025-Q2 stale
OSAIC HOLDINGS, INC. new4,750$9K0.0%2025-Q4 stale
NewEdge Advisors, LLC trimmed3,921$7K0.0%2025-Q4 stale
First Horizon Advisors, Inc.250$3380.0%2025-Q2 stale
KELLEHER FINANCIAL ADVISORS120$2280.0%2025-Q4 stale
RAYMOND JAMES FINANCIAL INC new25$340.0%2025-Q2 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%2025-Q2 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

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