Who owns WEA
Which tracked institutional funds hold WEA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See WEA 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
4 tracked funds added or opened WEA while 3 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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
WEA’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 WEA more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in WEA 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 WEA, 18 increased or opened the position and 19 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 WEA 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.
Full exits 1
- StoneX Group Inc.$745K
Largest adds
- RAYMOND JAMES FINANCIAL INC$1M
- LPL Financial LLC$810K
- MORGAN STANLEY$595K
- 1607 Capital Partners, LLC$582K
Largest trims
- SIT INVESTMENT ASSOCIATES INC$1M
- GUGGENHEIM CAPITAL LLC$588K
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 | 2,106,991 | $22M | 30.0% | 2026-Q1 |
| SIT INVESTMENT ASSOCIATES INC trimmed | 910,502 | $10M | 13.0% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC | 489,939 | $5M | 7.0% | 2026-Q1 |
| LPL Financial LLC added | 414,976 | $4M | 5.9% | 2026-Q1 |
| Whipplewood Advisors, LLC added | 369,988 | $4M | 5.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 348,573 | $4M | 5.0% | 2026-Q1 |
| 1607 Capital Partners, LLC added | 321,607 | $3M | 4.6% | 2026-Q1 |
| Private Advisor Group, LLC added | 225,284 | $2M | 3.2% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC trimmed | 224,641 | $2M | 3.2% | 2026-Q1 |
| Fiera Capital Corp trimmed | 183,679 | $2M | 2.6% | 2026-Q1 |
| Hennion & Walsh Asset Management, Inc. added | 131,065 | $1M | 1.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 119,289 | $1M | 1.7% | 2026-Q1 |
| ProVise Management Group, LLC trimmed | 118,381 | $1M | 1.7% | 2026-Q1 |
| Invesco Ltd. trimmed | 117,326 | $1M | 1.7% | 2026-Q1 |
| INVICTUS PRIVATE WEALTH, LLC added | 104,282 | $1M | 1.5% | 2026-Q1 |
| Insight Wealth Partners, LLC trimmed | 86,574 | $916K | 1.2% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 69,938 | $740K | 1.0% | 2026-Q1 |
| Integrated Wealth Concepts LLC trimmed | 55,191 | $584K | 0.8% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 30,453 | $322K | 0.4% | 2026-Q1 |
| M Holdings Securities, Inc. trimmed | 24,493 | $259K | 0.3% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 24,075 | $255K | 0.3% | 2026-Q1 |
| Medallion Wealth Advisors, LLC | 18,413 | $195K | 0.3% | 2026-Q1 |
| Smith Asset Management Co., LLC added | 18,367 | $194K | 0.3% | 2026-Q1 |
| MELFA WEALTH MANAGEMENT, INC. | 17,281 | $183K | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 14,712 | $156K | 0.2% | 2026-Q1 |
| Calamos Advisors LLC new | 13,759 | $146K | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 8,795 | $93K | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 8,229 | $87K | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 5,050 | $53K | 0.1% | 2026-Q1 |
| UBS Group AG trimmed | 4,225 | $45K | 0.1% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 1,082 | $11K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 523 | $6K | 0.0% | 2026-Q1 |
| Geneos Wealth Management Inc. | 271 | $3K | 0.0% | 2026-Q1 |
| HIGHLINE WEALTH PARTNERS LLC new | 270 | $3K | 0.0% | 2026-Q1 |
| WOLVERINE ASSET MANAGEMENT LLC trimmed | 241 | $3K | 0.0% | 2026-Q1 |
| Consolidated Portfolio Review Corp added | 238,489 | $3M | 3.6% | 2025-Q3 stale |
| StoneX Group Inc. trimmed | 67,582 | $745K | 1.0% | 2025-Q4 stale |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. trimmed | 17,016 | $191K | 0.3% | 2025-Q1 stale |
| Cetera Investment Advisers trimmed | 16,920 | $187K | 0.3% | 2025-Q4 stale |
| BENJAMIN EDWARDS INC trimmed | 15,200 | $171K | 0.2% | 2025-Q3 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 14,934 | $165K | 0.2% | 2025-Q4 stale |
| PFG Investments, LLC trimmed | 13,083 | $144K | 0.2% | 2025-Q4 stale |
| Strategic Financial Concepts, LLC added | 10,724 | $120K | 0.2% | 2025-Q1 stale |
| COMERICA BANK | 3,750 | $41K | 0.1% | 2025-Q4 stale |
| Beacon Capital Management, LLC | 3,419 | $37K | 0.0% | 2025-Q2 stale |
| Coston, McIsaac & Partners new | 2,823 | $31K | 0.0% | 2025-Q4 stale |
| Ameritas Advisory Services, LLC | 1,428 | $16K | 0.0% | 2025-Q3 stale |
| FNY Investment Advisers, LLC | 300 | $3K | 0.0% | 2025-Q3 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.
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.