Who owns WDS
Which tracked institutional funds hold WDS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See WDS company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on WDS is one-sided between 2026-Q1 and 2026-Q2: 4 added or opened and 111 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
WDS’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in WDS 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 318 tracked filers holding WDS, 203 increased or opened the position and 83 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
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 WDS between the 2026-Q1 and 2026-Q2 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.
New buyers 1
- ExodusPoint Capital Management, LP$2M
Full exits 109
- MORGAN STANLEY$116M
- GOLDMAN SACHS GROUP INC$94M
- NORTHERN TRUST CORP$40M
- FIRST TRUST ADVISORS LP$27M
- Clearbridge Investments, LLC$23M
- UBS Group AG$17M
Largest adds
- FMR LLC$2M
- MILLENNIUM MANAGEMENT LLC$2M
- AQR CAPITAL MANAGEMENT LLC$1M
Largest trims
- BlackRock, Inc.$5M
- Grantham, Mayo, Van Otterloo & Co. LLC$2M
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 4,873,014 | $116M | 17.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 3,917,444 | $94M | 13.8% | 2026-Q1 |
| BlackRock, Inc. added | 2,860,793 | $55M | 8.1% | 2026-Q2 |
| NORTHERN TRUST CORP added | 1,684,725 | $40M | 5.9% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 1,119,202 | $27M | 3.9% | 2026-Q1 |
| Clearbridge Investments, LLC new | 951,220 | $23M | 3.3% | 2026-Q1 |
| UBS Group AG trimmed | 730,300 | $17M | 2.6% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. added | 669,453 | $16M | 2.4% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 630,144 | $15M | 2.2% | 2026-Q1 |
| Quantinno Capital Management LP added | 613,278 | $15M | 2.2% | 2026-Q1 |
| FMR LLC added | 694,480 | $13M | 2.0% | 2026-Q2 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 487,503 | $12M | 1.7% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 457,196 | $11M | 1.6% | 2026-Q1 |
| Creative Planning added | 405,049 | $10M | 1.4% | 2026-Q1 |
| Trek Financial, LLC new | 349,810 | $8M | 1.2% | 2026-Q1 |
| EARNEST PARTNERS LLC added | 340,408 | $8M | 1.2% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 331,458 | $8M | 1.2% | 2026-Q1 |
| HOURGLASS CAPITAL, LLC added | 324,360 | $8M | 1.1% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 295,239 | $7M | 1.0% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 263,103 | $6M | 0.9% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 248,581 | $6M | 0.9% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 237,815 | $6M | 0.8% | 2026-Q1 |
| BARCLAYS PLC added | 225,516 | $5M | 0.8% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 204,144 | $5M | 0.7% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 205,879 | $4M | 0.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 155,266 | $4M | 0.5% | 2026-Q1 |
| NICHOLS & PRATT ADVISERS LLP /MA trimmed | 136,788 | $3M | 0.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 133,698 | $3M | 0.5% | 2026-Q1 |
| Bank of New York Mellon Corp added | 127,545 | $3M | 0.4% | 2026-Q1 |
| Vident Advisory, LLC added | 126,330 | $3M | 0.4% | 2026-Q1 |
| Fisher Asset Management, LLC trimmed | 118,604 | $3M | 0.4% | 2026-Q1 |
| Vanguard Personalized Indexing Management, LLC trimmed | 110,462 | $3M | 0.4% | 2026-Q1 |
| SEI INVESTMENTS CO added | 109,776 | $3M | 0.4% | 2026-Q1 |
| McAlvany Wealth Management LLC added | 107,005 | $3M | 0.4% | 2026-Q1 |
| Mariner, LLC added | 107,642 | $3M | 0.4% | 2026-Q1 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC added | 106,722 | $3M | 0.4% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 127,789 | $2M | 0.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 103,277 | $2M | 0.4% | 2026-Q1 |
| Cerity Partners LLC added | 98,094 | $2M | 0.3% | 2026-Q1 |
| US BANCORP \DE\ added | 92,165 | $2M | 0.3% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 91,035 | $2M | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 90,857 | $2M | 0.3% | 2026-Q1 |
| &PARTNERS new | 80,697 | $2M | 0.3% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 87,661 | $2M | 0.3% | 2026-Q1 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC added | 87,146 | $2M | 0.3% | 2026-Q1 |
| Cetera Investment Advisers added | 85,765 | $2M | 0.3% | 2026-Q1 |
| IEQ CAPITAL, LLC added | 85,681 | $2M | 0.3% | 2026-Q1 |
| Ethic Inc. added | 84,319 | $2M | 0.3% | 2026-Q1 |
| OPPENHEIMER & CO INC trimmed | 82,754 | $2M | 0.3% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 79,469 | $2M | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 78,321 | $2M | 0.3% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC | 75,877 | $2M | 0.3% | 2026-Q1 |
| U S GLOBAL INVESTORS INC added | 75,000 | $2M | 0.3% | 2026-Q1 |
| PKO Investment Management Joint-Stock Co added | 69,000 | $2M | 0.2% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 67,818 | $2M | 0.2% | 2026-Q1 |
| BAROMETER CAPITAL MANAGEMENT INC. trimmed | 66,800 | $2M | 0.2% | 2026-Q1 |
| ExodusPoint Capital Management, LP new | 78,467 | $2M | 0.2% | 2026-Q2 |
| Walleye Capital LLC new | 60,638 | $1M | 0.2% | 2026-Q1 |
| Sequoia Financial Advisors, LLC added | 59,891 | $1M | 0.2% | 2026-Q1 |
| SIGNATUREFD, LLC trimmed | 58,904 | $1M | 0.2% | 2026-Q1 |
| LPL Financial LLC added | 58,197 | $1M | 0.2% | 2026-Q1 |
| EVERGREEN CAPITAL MANAGEMENT LLC trimmed | 56,177 | $1M | 0.2% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC added | 53,947 | $1M | 0.2% | 2026-Q1 |
| Grantham, Mayo, Van Otterloo & Co. LLC trimmed | 65,899 | $1M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 51,124 | $1M | 0.2% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 50,741 | $1M | 0.2% | 2026-Q1 |
| Abel Hall, LLC trimmed | 50,581 | $1M | 0.2% | 2026-Q1 |
| Pathstone Holdings, LLC added | 49,885 | $1M | 0.2% | 2026-Q1 |
| Laird Norton Wetherby Trust Company, LLC added | 49,676 | $1M | 0.2% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP added | 48,692 | $1M | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC added | 48,378 | $1M | 0.2% | 2026-Q1 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed | 46,798 | $1M | 0.2% | 2026-Q1 |
| 180 WEALTH ADVISORS, LLC added | 46,563 | $1M | 0.2% | 2026-Q1 |
| SYON CAPITAL LLC added | 46,037 | $1M | 0.2% | 2026-Q1 |
| Brooklyn Investment Group added | 45,114 | $1M | 0.2% | 2026-Q1 |
| KORNITZER CAPITAL MANAGEMENT INC /KS added | 44,626 | $1M | 0.2% | 2026-Q1 |
| QRG CAPITAL MANAGEMENT, INC. added | 44,015 | $1M | 0.2% | 2026-Q1 |
| Corient Private Wealth LLC added | 43,095 | $1M | 0.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 41,383 | $989K | 0.1% | 2026-Q1 |
| Associated Banc-Corp trimmed | 40,842 | $975K | 0.1% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 40,781 | $974K | 0.1% | 2026-Q1 |
| SUMMIT SECURITIES GROUP LLC added | 40,500 | $967K | 0.1% | 2026-Q1 |
| Callan Family Office, LLC trimmed | 40,372 | $964K | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 37,337 | $892K | 0.1% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 36,171 | $864K | 0.1% | 2026-Q1 |
| Hikari Tsushin, Inc. | 35,381 | $845K | 0.1% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 451,787 | $7M | 1.0% | 2025-Q4 stale |
| D. E. Shaw & Co., Inc. added | 311,626 | $5M | 0.7% | 2025-Q1 stale |
| MACQUARIE GROUP LTD added | 274,664 | $4M | 0.6% | 2025-Q3 stale |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 247,444 | $4M | 0.5% | 2025-Q1 stale |
| Cubist Systematic Strategies, LLC added | 194,541 | $3M | 0.4% | 2025-Q3 stale |
| HSBC HOLDINGS PLC new | 169,290 | $3M | 0.4% | 2025-Q2 stale |
| XY Capital Ltd added | 150,417 | $2M | 0.3% | 2025-Q4 stale |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. new | 137,332 | $2M | 0.3% | 2025-Q4 stale |
| OLD MISSION CAPITAL LLC trimmed | 132,381 | $2M | 0.3% | 2025-Q4 stale |
| GTS SECURITIES LLC trimmed | 93,524 | $1M | 0.2% | 2025-Q2 stale |
| SIH Partners, LLLP | 93,167 | $1M | 0.2% | 2025-Q2 stale |
| BALYASNY ASSET MANAGEMENT L.P. added | 84,825 | $1M | 0.2% | 2025-Q3 stale |
| Forum Financial Management, LP | 69,905 | $1M | 0.2% | 2025-Q4 stale |
| Ovata Capital Management Ltd new | 55,600 | $858K | 0.1% | 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.
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.