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-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
5 tracked funds added or opened WEA while 4 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
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 2026-Q1 and 2026-Q2, across 36 tracked filers holding WEA, 16 increased or opened the position and 17 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 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 2
- Kestra Advisory Services, LLC$1M
- RIVERBRIDGE PARTNERS LLC$532K
Full exits 2
- SIT INVESTMENT ASSOCIATES INC$10M
- Integrated Wealth Concepts LLC$584K
Largest adds
- MORGAN STANLEY$1M
- WOLVERINE ASSET MANAGEMENT LLC$437K
- Calamos Advisors LLC$252K
Largest trims
- GUGGENHEIM CAPITAL LLC$958K
- 1607 Capital Partners, LLC$622K
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 | 2,194,208 | $23M | 30.7% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC | 489,939 | $5M | 6.9% | 2026-Q2 |
| LPL Financial LLC added | 421,073 | $4M | 5.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 363,067 | $4M | 5.1% | 2026-Q2 |
| Whipplewood Advisors, LLC trimmed | 357,034 | $4M | 5.0% | 2026-Q2 |
| 1607 Capital Partners, LLC trimmed | 261,056 | $3M | 3.7% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 208,789 | $2M | 2.9% | 2026-Q2 |
| Fiera Capital Corp added | 189,721 | $2M | 2.7% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC trimmed | 133,201 | $1M | 1.9% | 2026-Q2 |
| Hennion & Walsh Asset Management, Inc. trimmed | 129,183 | $1M | 1.8% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 119,116 | $1M | 1.7% | 2026-Q2 |
| Invesco Ltd. trimmed | 114,442 | $1M | 1.6% | 2026-Q2 |
| ProVise Management Group, LLC trimmed | 112,412 | $1M | 1.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 110,907 | $1M | 1.6% | 2026-Q2 |
| INVICTUS PRIVATE WEALTH, LLC added | 107,395 | $1M | 1.5% | 2026-Q2 |
| Insight Wealth Partners, LLC trimmed | 79,951 | $851K | 1.1% | 2026-Q2 |
| Advisory Services Network, LLC added | 69,941 | $745K | 1.0% | 2026-Q2 |
| RIVERBRIDGE PARTNERS LLC new | 49,913 | $532K | 0.7% | 2026-Q2 |
| WOLVERINE ASSET MANAGEMENT LLC added | 41,242 | $439K | 0.6% | 2026-Q2 |
| Calamos Advisors LLC added | 37,330 | $398K | 0.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 31,057 | $331K | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC new | 28,238 | $301K | 0.4% | 2026-Q2 |
| Smith Asset Management Co., LLC | 18,367 | $196K | 0.3% | 2026-Q2 |
| MELFA WEALTH MANAGEMENT, INC. | 17,281 | $184K | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 14,264 | $152K | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 10,052 | $107K | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 8,543 | $91K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 8,229 | $88K | 0.1% | 2026-Q2 |
| Medallion Wealth Advisors, LLC trimmed | 6,280 | $67K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP | 5,050 | $54K | 0.1% | 2026-Q2 |
| UBS Group AG added | 4,303 | $46K | 0.1% | 2026-Q2 |
| Noble Wealth Management PBC new | 3,650 | $39K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 3,023 | $32K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 894 | $10K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. | 271 | $3K | 0.0% | 2026-Q2 |
| HIGHLINE WEALTH PARTNERS LLC | 270 | $3K | 0.0% | 2026-Q2 |
| SIT INVESTMENT ASSOCIATES INC trimmed | 910,502 | $10M | 12.7% | 2026-Q1 stale (1 quarter behind) |
| Integrated Wealth Concepts LLC trimmed | 55,191 | $584K | 0.8% | 2026-Q1 stale (1 quarter behind) |
| M Holdings Securities, Inc. trimmed | 24,493 | $259K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC added | 24,075 | $255K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| StoneX Group Inc. trimmed | 67,582 | $745K | 1.0% | 2025-Q4 stale (2 quarters behind) |
| Cetera Investment Advisers trimmed | 16,920 | $187K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| PFG Investments, LLC trimmed | 13,083 | $144K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK | 3,750 | $41K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Coston, McIsaac & Partners new | 2,823 | $31K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Consolidated Portfolio Review Corp added | 238,489 | $3M | 3.5% | 2025-Q3 stale (3 quarters behind) |
| BENJAMIN EDWARDS INC trimmed | 15,200 | $171K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Ameritas Advisory Services, LLC | 1,428 | $16K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| FNY Investment Advisers, LLC | 300 | $3K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Beacon Capital Management, LLC | 3,419 | $37K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.