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Institutional Ownership · SEC Form 13F

Who owns WHD (WHD)


Which tracked institutional funds hold WHD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See WHD company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

322
Institutional holders
71,921,394
Shares held (tracked funds)
96.0%
Of shares outstanding

How the tape is positioned

100 tracked funds added or opened WHD while 45 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

WHD’s largest tracked holder by dollar value, BlackRock, Inc., 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 WHD more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in WHD 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 322 tracked filers holding WHD, 204 increased or opened the position and 114 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 WHD 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.

New buyers 30

  • VANGUARD PORTFOLIO MANAGEMENT LLC$197M
  • VANGUARD CAPITAL MANAGEMENT LLC$146M
  • Capital World Investors$79M
  • DEPRINCE RACE & ZOLLO INC$42M
  • Encompass Capital Advisors LLC$36M
  • Champlain Investment Partners, LLC$31M

Full exits 14

  • VANGUARD GROUP INC$319M
  • Merewether Investment Management, LP$23M
  • BROWN ADVISORY INC$20M
  • J. Goldman & Co LP$15M
  • Makaira Partners LLC$6M
  • Heights Point Management, LP$5M

Largest adds

  • T. Rowe Price Investment Management, Inc.$97M
  • JENNISON ASSOCIATES LLC$55M
  • Clearbridge Investments, LLC$36M
  • AMERICAN CENTURY COMPANIES INC$34M
  • WASATCH ADVISORS LP$29M
  • Freestone Grove Partners LP$21M

Largest trims

  • FMR LLC$295M
  • BlackRock, Inc.$108M
  • WELLINGTON MANAGEMENT GROUP LLP$47M
  • BALYASNY ASSET MANAGEMENT L.P.$29M
  • JPMORGAN CHASE & CO$29M
  • Capital International Investors$25M

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
BlackRock, Inc. trimmed7,389,129$350M9.4%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new4,163,393$197M5.3%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new3,075,398$146M3.9%2026-Q1
STATE STREET CORP added3,042,309$144M3.9%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP trimmed2,838,186$134M3.6%2026-Q1
T. Rowe Price Investment Management, Inc. added2,692,274$128M3.4%2026-Q1
FMR LLC trimmed2,275,814$108M2.9%2026-Q1
FIRST TRUST ADVISORS LP added2,090,619$99M2.7%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added1,977,858$94M2.5%2026-Q1
DIMENSIONAL FUND ADVISORS LP added1,821,142$86M2.3%2026-Q1
Capital International Investors trimmed1,742,451$83M2.2%2026-Q1
JENNISON ASSOCIATES LLC added1,713,701$81M2.2%2026-Q1
JPMORGAN CHASE & CO trimmed1,719,318$80M2.2%2026-Q1
Capital World Investors added1,664,464$79M2.1%2026-Q1
Clearbridge Investments, LLC added1,629,906$77M2.1%2026-Q1
WASATCH ADVISORS LP added1,349,420$64M1.7%2026-Q1
VAN ECK ASSOCIATES CORP added1,317,631$62M1.7%2026-Q1
MORGAN STANLEY added969,275$46M1.2%2026-Q1
Webs Creek Capital Management LP trimmed959,218$45M1.2%2026-Q1
Boston Trust Walden Corp trimmed938,486$44M1.2%2026-Q1
DEPRINCE RACE & ZOLLO INC added884,418$42M1.1%2026-Q1
LOOMIS SAYLES & CO L P trimmed843,693$40M1.1%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added824,485$39M1.0%2026-Q1
MILLENNIUM MANAGEMENT LLC added798,109$38M1.0%2026-Q1
AMERICAN CENTURY COMPANIES INC added796,082$38M1.0%2026-Q1
Encompass Capital Advisors LLC added765,514$36M1.0%2026-Q1
Bank of New York Mellon Corp trimmed692,483$33M0.9%2026-Q1
NORTHERN TRUST CORP added661,468$31M0.8%2026-Q1
BANK OF AMERICA CORP /DE/ added659,889$31M0.8%2026-Q1
Capital Research Global Investors659,779$31M0.8%2026-Q1
Champlain Investment Partners, LLC new646,489$31M0.8%2026-Q1
Paradice Investment Management LLC trimmed635,778$30M0.8%2026-Q1
Freestone Grove Partners LP added615,704$29M0.8%2026-Q1
FRANKLIN RESOURCES INC added607,800$29M0.8%2026-Q1
ALLIANCEBERNSTEIN L.P. added598,801$27M0.7%2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUP trimmed572,099$27M0.7%2026-Q1
BESSEMER GROUP INC added559,901$27M0.7%2026-Q1
UBS Group AG added516,804$24M0.7%2026-Q1
ROYCE & ASSOCIATES LP added496,952$24M0.6%2026-Q1
GOLDMAN SACHS GROUP INC added487,714$23M0.6%2026-Q1
VANGUARD FIDUCIARY TRUST CO new477,520$23M0.6%2026-Q1
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ trimmed460,878$22M0.6%2026-Q1
PRINCIPAL FINANCIAL GROUP INC added420,867$20M0.5%2026-Q1
VICTORY CAPITAL MANAGEMENT INC added406,761$19M0.5%2026-Q1
DANSKE BANK A/S added403,024$19M0.5%2026-Q1
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO trimmed397,371$19M0.5%2026-Q1
Grantham, Mayo, Van Otterloo & Co. LLC added376,109$18M0.5%2026-Q1
JANUS HENDERSON GROUP PLC added338,033$16M0.4%2026-Q1
Energy Income Partners, LLC added300,759$14M0.4%2026-Q1
Invesco Ltd. added293,007$14M0.4%2026-Q1
PALISADE CAPITAL MANAGEMENT, LP trimmed279,407$13M0.4%2026-Q1
RAYMOND JAMES FINANCIAL INC added268,987$13M0.3%2026-Q1
NEW YORK STATE COMMON RETIREMENT FUND added261,741$12M0.3%2026-Q1
Leeward Investments, LLC - MA trimmed261,607$12M0.3%2026-Q1
Public Sector Pension Investment Board added246,283$12M0.3%2026-Q1
Nuveen, LLC added244,357$12M0.3%2026-Q1
TimesSquare Capital Management, LLC trimmed227,520$11M0.3%2026-Q1
Fulcrum Asset Management LLP new222,480$10M0.3%2026-Q1
BALYASNY ASSET MANAGEMENT L.P. trimmed210,143$10M0.3%2026-Q1
AMERIPRISE FINANCIAL INC trimmed207,437$10M0.3%2026-Q1
RHUMBLINE ADVISERS trimmed200,505$9M0.3%2026-Q1
Russell Investments Group, Ltd. added187,286$9M0.2%2026-Q1
Allspring Global Investments Holdings, LLC trimmed188,516$9M0.2%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added185,812$9M0.2%2026-Q1
Squarepoint Ops LLC added180,781$9M0.2%2026-Q1
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added178,870$8M0.2%2026-Q1
Ceredex Value Advisors LLC trimmed176,250$8M0.2%2026-Q1
SEI INVESTMENTS CO added172,821$8M0.2%2026-Q1
KORNITZER CAPITAL MANAGEMENT INC /KS trimmed172,230$8M0.2%2026-Q1
Legal & General Group Plc trimmed171,054$8M0.2%2026-Q1
SIR Capital Management, L.P. added165,729$8M0.2%2026-Q1
Atom Investors LP added163,868$8M0.2%2026-Q1
CITADEL ADVISORS LLC added157,432$7M0.2%2026-Q1
Vest Financial, LLC added154,689$7M0.2%2026-Q1
VELA Investment Management, LLC trimmed144,703$7M0.2%2026-Q1
Swiss National Bank added136,200$6M0.2%2026-Q1
LAZARD ASSET MANAGEMENT LLC trimmed133,857$6M0.2%2026-Q1
STATE OF WISCONSIN INVESTMENT BOARD trimmed131,798$6M0.2%2026-Q1
DEAN INVESTMENT ASSOCIATES, LLC added116,007$5M0.1%2026-Q1
Covington Investment Advisors Inc. trimmed106,947$5M0.1%2026-Q1
NORGES BANK added110,322$5M0.1%2026-Q1
CRAWFORD INVESTMENT COUNSEL INC trimmed100,054$5M0.1%2026-Q1
XTX Topco Ltd added87,746$4M0.1%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added81,437$4M0.1%2026-Q1
Dean Capital Management added81,280$4M0.1%2026-Q1
SG Americas Securities, LLC added78,748$4M0.1%2026-Q1
VANGUARD GROUP INC trimmed6,990,487$319M8.6%2025-Q4 stale
Fisher Asset Management, LLC added593,696$23M0.6%2025-Q3 stale
Merewether Investment Management, LP new504,900$23M0.6%2025-Q4 stale
BROWN ADVISORY INC trimmed431,882$20M0.5%2025-Q4 stale
CONGRESS ASSET MANAGEMENT CO added351,043$15M0.4%2025-Q2 stale
J. Goldman & Co LP new321,816$15M0.4%2025-Q4 stale
GREAT LAKES ADVISORS, LLC trimmed240,224$11M0.3%2025-Q2 stale
Janney Montgomery Scott LLC trimmed245,911$10M0.3%2025-Q3 stale
CRAMER ROSENTHAL MCGLYNN LLC added153,206$7M0.2%2025-Q1 stale
Cubist Systematic Strategies, LLC added155,755$7M0.2%2025-Q2 stale
Makaira Partners LLC trimmed141,286$6M0.2%2025-Q4 stale
EMERALD MUTUAL FUND ADVISERS TRUST trimmed124,407$6M0.2%2025-Q1 stale
Heights Point Management, LP new105,564$5M0.1%2025-Q4 stale
Trexquant Investment LP trimmed81,600$4M0.1%2025-Q1 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.

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