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Institutional Ownership · SEC Form 13F

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.

35
Institutional holders
7M
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
MORGAN STANLEY added2,106,991$22M30.0%2026-Q1
SIT INVESTMENT ASSOCIATES INC trimmed910,502$10M13.0%2026-Q1
Allspring Global Investments Holdings, LLC489,939$5M7.0%2026-Q1
LPL Financial LLC added414,976$4M5.9%2026-Q1
Whipplewood Advisors, LLC added369,988$4M5.3%2026-Q1
RAYMOND JAMES FINANCIAL INC added348,573$4M5.0%2026-Q1
1607 Capital Partners, LLC added321,607$3M4.6%2026-Q1
Private Advisor Group, LLC added225,284$2M3.2%2026-Q1
GUGGENHEIM CAPITAL LLC trimmed224,641$2M3.2%2026-Q1
Fiera Capital Corp trimmed183,679$2M2.6%2026-Q1
Hennion & Walsh Asset Management, Inc. added131,065$1M1.9%2026-Q1
BANK OF AMERICA CORP /DE/ added119,289$1M1.7%2026-Q1
ProVise Management Group, LLC trimmed118,381$1M1.7%2026-Q1
Invesco Ltd. trimmed117,326$1M1.7%2026-Q1
INVICTUS PRIVATE WEALTH, LLC added104,282$1M1.5%2026-Q1
Insight Wealth Partners, LLC trimmed86,574$916K1.2%2026-Q1
Advisory Services Network, LLC trimmed69,938$740K1.0%2026-Q1
Integrated Wealth Concepts LLC trimmed55,191$584K0.8%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added30,453$322K0.4%2026-Q1
M Holdings Securities, Inc. trimmed24,493$259K0.3%2026-Q1
Janney Montgomery Scott LLC added24,075$255K0.3%2026-Q1
Medallion Wealth Advisors, LLC18,413$195K0.3%2026-Q1
Smith Asset Management Co., LLC added18,367$194K0.3%2026-Q1
MELFA WEALTH MANAGEMENT, INC.17,281$183K0.2%2026-Q1
ROYAL BANK OF CANADA added14,712$156K0.2%2026-Q1
Calamos Advisors LLC new13,759$146K0.2%2026-Q1
WELLS FARGO & COMPANY/MN added8,795$93K0.1%2026-Q1
HARBOUR INVESTMENTS, INC. added8,229$87K0.1%2026-Q1
FIFTH THIRD BANCORP new5,050$53K0.1%2026-Q1
UBS Group AG trimmed4,225$45K0.1%2026-Q1
IFP Advisors, Inc trimmed1,082$11K0.0%2026-Q1
OSAIC HOLDINGS, INC. trimmed523$6K0.0%2026-Q1
Geneos Wealth Management Inc.271$3K0.0%2026-Q1
HIGHLINE WEALTH PARTNERS LLC new270$3K0.0%2026-Q1
WOLVERINE ASSET MANAGEMENT LLC trimmed241$3K0.0%2026-Q1
Consolidated Portfolio Review Corp added238,489$3M3.6%2025-Q3 stale
StoneX Group Inc. trimmed67,582$745K1.0%2025-Q4 stale
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. trimmed17,016$191K0.3%2025-Q1 stale
Cetera Investment Advisers trimmed16,920$187K0.3%2025-Q4 stale
BENJAMIN EDWARDS INC trimmed15,200$171K0.2%2025-Q3 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP added14,934$165K0.2%2025-Q4 stale
PFG Investments, LLC trimmed13,083$144K0.2%2025-Q4 stale
Strategic Financial Concepts, LLC added10,724$120K0.2%2025-Q1 stale
COMERICA BANK3,750$41K0.1%2025-Q4 stale
Beacon Capital Management, LLC3,419$37K0.0%2025-Q2 stale
Coston, McIsaac & Partners new2,823$31K0.0%2025-Q4 stale
Ameritas Advisory Services, LLC1,428$16K0.0%2025-Q3 stale
FNY Investment Advisers, LLC300$3K0.0%2025-Q3 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.

Learn how to read institutional ownership