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-Q2 13F filings (latest filed 2026-08-14). 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
37 tracked funds added or opened WDS while 53 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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 gap the other way — the median holder sizes WDS more heavily than its largest holder by dollar value does.
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 2026-Q1 and 2026-Q2, across 295 tracked filers holding WDS, 161 increased or opened the position and 124 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 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 9
- Nuveen, LLC$4M
- XY Capital Ltd$3M
- Voleon Capital Management LP$2M
- ExodusPoint Capital Management, LP$2M
- OLD MISSION CAPITAL LLC$1M
- GTS SECURITIES LLC$903K
Full exits 13
- Connor, Clark & Lunn Investment Management Ltd.$16M
- Trek Financial, LLC$8M
- NATIXIS ADVISORS, LLC$2M
- Walleye Capital LLC$1M
- HighTower Advisors, LLC$1M
- Brooklyn Investment Group$1M
Largest adds
- Clearbridge Investments, LLC$7M
- BNP PARIBAS FINANCIAL MARKETS$6M
- JPMORGAN CHASE & CO$4M
- WELLS FARGO & COMPANY/MN$3M
- FMR LLC$2M
- ENVESTNET ASSET MANAGEMENT INC$2M
Largest trims
- GOLDMAN SACHS GROUP INC$21M
- MORGAN STANLEY$15M
- FIRST TRUST ADVISORS LP$10M
- UBS Group AG$7M
- NORTHERN TRUST CORP$7M
- SCHRODER INVESTMENT MANAGEMENT GROUP$6M
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 | 5,265,345 | $102M | 16.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 3,744,323 | $72M | 11.7% | 2026-Q2 |
| BlackRock, Inc. added | 2,860,793 | $55M | 9.0% | 2026-Q2 |
| NORTHERN TRUST CORP added | 1,713,530 | $33M | 5.4% | 2026-Q2 |
| Clearbridge Investments, LLC added | 1,551,115 | $30M | 4.9% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 848,103 | $16M | 2.7% | 2026-Q2 |
| FMR LLC added | 694,480 | $13M | 2.2% | 2026-Q2 |
| Quantinno Capital Management LP added | 654,779 | $13M | 2.1% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 630,667 | $12M | 2.0% | 2026-Q2 |
| Creative Planning added | 591,873 | $11M | 1.9% | 2026-Q2 |
| UBS Group AG trimmed | 522,176 | $10M | 1.6% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 515,463 | $10M | 1.6% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 517,684 | $10M | 1.6% | 2026-Q2 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 487,503 | $9M | 1.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 415,076 | $8M | 1.3% | 2026-Q2 |
| BARCLAYS PLC added | 371,214 | $7M | 1.2% | 2026-Q2 |
| EARNEST PARTNERS LLC added | 368,611 | $7M | 1.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 336,891 | $7M | 1.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 341,025 | $7M | 1.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 325,448 | $6M | 1.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 290,035 | $6M | 0.9% | 2026-Q2 |
| HOURGLASS CAPITAL, LLC trimmed | 274,960 | $5M | 0.9% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 272,652 | $5M | 0.9% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 205,879 | $4M | 0.6% | 2026-Q2 |
| Nuveen, LLC new | 193,269 | $4M | 0.6% | 2026-Q2 |
| XY Capital Ltd added | 178,011 | $3M | 0.6% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 147,262 | $3M | 0.5% | 2026-Q2 |
| LPL Financial LLC added | 139,472 | $3M | 0.4% | 2026-Q2 |
| Vident Advisory, LLC added | 139,021 | $3M | 0.4% | 2026-Q2 |
| Bank of New York Mellon Corp added | 135,571 | $3M | 0.4% | 2026-Q2 |
| NICHOLS & PRATT ADVISERS LLP /MA trimmed | 135,281 | $3M | 0.4% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 127,789 | $2M | 0.4% | 2026-Q2 |
| Ethic Inc. added | 127,281 | $2M | 0.4% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 126,209 | $2M | 0.4% | 2026-Q2 |
| U S GLOBAL INVESTORS INC added | 125,000 | $2M | 0.4% | 2026-Q2 |
| Vanguard Personalized Indexing Management, LLC added | 121,729 | $2M | 0.4% | 2026-Q2 |
| Cerity Partners LLC added | 116,848 | $2M | 0.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 114,295 | $2M | 0.4% | 2026-Q2 |
| SEI INVESTMENTS CO added | 114,295 | $2M | 0.4% | 2026-Q2 |
| McAlvany Wealth Management LLC added | 110,051 | $2M | 0.3% | 2026-Q2 |
| US BANCORP \DE\ added | 106,975 | $2M | 0.3% | 2026-Q2 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC added | 106,921 | $2M | 0.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 106,663 | $2M | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 106,330 | $2M | 0.3% | 2026-Q2 |
| Mariner, LLC trimmed | 102,932 | $2M | 0.3% | 2026-Q2 |
| &PARTNERS added | 103,323 | $2M | 0.3% | 2026-Q2 |
| Fisher Asset Management, LLC trimmed | 98,042 | $2M | 0.3% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 92,952 | $2M | 0.3% | 2026-Q2 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC added | 90,282 | $2M | 0.3% | 2026-Q2 |
| Voleon Capital Management LP new | 89,638 | $2M | 0.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 87,538 | $2M | 0.3% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 81,074 | $2M | 0.3% | 2026-Q2 |
| Perpetual Ltd added | 81,067 | $2M | 0.3% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 79,952 | $2M | 0.3% | 2026-Q2 |
| ExodusPoint Capital Management, LP new | 78,467 | $2M | 0.2% | 2026-Q2 |
| OPPENHEIMER & CO INC trimmed | 78,462 | $2M | 0.2% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC | 75,877 | $1M | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 75,062 | $1M | 0.2% | 2026-Q2 |
| BAROMETER CAPITAL MANAGEMENT INC. added | 71,600 | $1M | 0.2% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 68,917 | $1M | 0.2% | 2026-Q2 |
| QUADRANT CAPITAL GROUP LLC trimmed | 68,203 | $1M | 0.2% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 67,395 | $1M | 0.2% | 2026-Q2 |
| IEQ CAPITAL, LLC trimmed | 66,397 | $1M | 0.2% | 2026-Q2 |
| QRG CAPITAL MANAGEMENT, INC. added | 66,264 | $1M | 0.2% | 2026-Q2 |
| Grantham, Mayo, Van Otterloo & Co. LLC trimmed | 65,899 | $1M | 0.2% | 2026-Q2 |
| SIGNATUREFD, LLC added | 63,235 | $1M | 0.2% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 62,580 | $1M | 0.2% | 2026-Q2 |
| Sequoia Financial Advisors, LLC added | 62,187 | $1M | 0.2% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 62,477 | $1M | 0.2% | 2026-Q2 |
| PKO Investment Management Joint-Stock Co trimmed | 58,500 | $1M | 0.2% | 2026-Q2 |
| Savant Capital, LLC added | 51,796 | $1M | 0.2% | 2026-Q2 |
| EVERGREEN CAPITAL MANAGEMENT LLC added | 56,595 | $1M | 0.2% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 55,175 | $1M | 0.2% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC added | 54,950 | $1M | 0.2% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 54,234 | $1M | 0.2% | 2026-Q2 |
| Laird Norton Wetherby Trust Company, LLC added | 51,246 | $990K | 0.2% | 2026-Q2 |
| Pathstone Holdings, LLC added | 51,021 | $986K | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 49,664 | $960K | 0.2% | 2026-Q2 |
| Corient Private Wealth LP added | 47,372 | $915K | 0.1% | 2026-Q2 |
| GTS SECURITIES LLC trimmed | 46,760 | $903K | 0.1% | 2026-Q2 |
| 180 WEALTH ADVISORS, LLC trimmed | 45,825 | $885K | 0.1% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP trimmed | 45,456 | $878K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 44,606 | $862K | 0.1% | 2026-Q2 |
| KORNITZER CAPITAL MANAGEMENT INC /KS trimmed | 44,413 | $858K | 0.1% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 669,453 | $16M | 2.6% | 2026-Q1 stale (1 quarter behind) |
| Trek Financial, LLC new | 349,810 | $8M | 1.4% | 2026-Q1 stale (1 quarter behind) |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 451,787 | $7M | 1.1% | 2025-Q4 stale (2 quarters behind) |
| MACQUARIE GROUP LTD added | 274,664 | $4M | 0.7% | 2025-Q3 stale (3 quarters behind) |
| Cubist Systematic Strategies, LLC added | 194,541 | $3M | 0.5% | 2025-Q3 stale (3 quarters behind) |
| HSBC HOLDINGS PLC new | 169,290 | $3M | 0.4% | 2025-Q2 stale (4 quarters behind) |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. new | 137,332 | $2M | 0.3% | 2025-Q4 stale (2 quarters behind) |
| NATIXIS ADVISORS, LLC added | 79,469 | $2M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Walleye Capital LLC new | 60,638 | $1M | 0.2% | 2026-Q1 stale (1 quarter behind) |
| SIH Partners, LLLP | 93,167 | $1M | 0.2% | 2025-Q2 stale (4 quarters behind) |
| BALYASNY ASSET MANAGEMENT L.P. added | 84,825 | $1M | 0.2% | 2025-Q3 stale (3 quarters behind) |
| HighTower Advisors, LLC added | 48,378 | $1M | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Forum Financial Management, LP | 69,905 | $1M | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Brooklyn Investment Group added | 45,114 | $1M | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 37,337 | $892K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Ovata Capital Management Ltd new | 55,600 | $858K | 0.1% | 2025-Q2 stale (4 quarters behind) |
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.