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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 7,389,129 | $350M | 9.4% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 4,163,393 | $197M | 5.3% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 3,075,398 | $146M | 3.9% | 2026-Q1 |
| STATE STREET CORP added | 3,042,309 | $144M | 3.9% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 2,838,186 | $134M | 3.6% | 2026-Q1 |
| T. Rowe Price Investment Management, Inc. added | 2,692,274 | $128M | 3.4% | 2026-Q1 |
| FMR LLC trimmed | 2,275,814 | $108M | 2.9% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 2,090,619 | $99M | 2.7% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,977,858 | $94M | 2.5% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 1,821,142 | $86M | 2.3% | 2026-Q1 |
| Capital International Investors trimmed | 1,742,451 | $83M | 2.2% | 2026-Q1 |
| JENNISON ASSOCIATES LLC added | 1,713,701 | $81M | 2.2% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 1,719,318 | $80M | 2.2% | 2026-Q1 |
| Capital World Investors added | 1,664,464 | $79M | 2.1% | 2026-Q1 |
| Clearbridge Investments, LLC added | 1,629,906 | $77M | 2.1% | 2026-Q1 |
| WASATCH ADVISORS LP added | 1,349,420 | $64M | 1.7% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP added | 1,317,631 | $62M | 1.7% | 2026-Q1 |
| MORGAN STANLEY added | 969,275 | $46M | 1.2% | 2026-Q1 |
| Webs Creek Capital Management LP trimmed | 959,218 | $45M | 1.2% | 2026-Q1 |
| Boston Trust Walden Corp trimmed | 938,486 | $44M | 1.2% | 2026-Q1 |
| DEPRINCE RACE & ZOLLO INC added | 884,418 | $42M | 1.1% | 2026-Q1 |
| LOOMIS SAYLES & CO L P trimmed | 843,693 | $40M | 1.1% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 824,485 | $39M | 1.0% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 798,109 | $38M | 1.0% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 796,082 | $38M | 1.0% | 2026-Q1 |
| Encompass Capital Advisors LLC added | 765,514 | $36M | 1.0% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 692,483 | $33M | 0.9% | 2026-Q1 |
| NORTHERN TRUST CORP added | 661,468 | $31M | 0.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 659,889 | $31M | 0.8% | 2026-Q1 |
| Capital Research Global Investors | 659,779 | $31M | 0.8% | 2026-Q1 |
| Champlain Investment Partners, LLC new | 646,489 | $31M | 0.8% | 2026-Q1 |
| Paradice Investment Management LLC trimmed | 635,778 | $30M | 0.8% | 2026-Q1 |
| Freestone Grove Partners LP added | 615,704 | $29M | 0.8% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 607,800 | $29M | 0.8% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 598,801 | $27M | 0.7% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 572,099 | $27M | 0.7% | 2026-Q1 |
| BESSEMER GROUP INC added | 559,901 | $27M | 0.7% | 2026-Q1 |
| UBS Group AG added | 516,804 | $24M | 0.7% | 2026-Q1 |
| ROYCE & ASSOCIATES LP added | 496,952 | $24M | 0.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 487,714 | $23M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 477,520 | $23M | 0.6% | 2026-Q1 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ trimmed | 460,878 | $22M | 0.6% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 420,867 | $20M | 0.5% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 406,761 | $19M | 0.5% | 2026-Q1 |
| DANSKE BANK A/S added | 403,024 | $19M | 0.5% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO trimmed | 397,371 | $19M | 0.5% | 2026-Q1 |
| Grantham, Mayo, Van Otterloo & Co. LLC added | 376,109 | $18M | 0.5% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC added | 338,033 | $16M | 0.4% | 2026-Q1 |
| Energy Income Partners, LLC added | 300,759 | $14M | 0.4% | 2026-Q1 |
| Invesco Ltd. added | 293,007 | $14M | 0.4% | 2026-Q1 |
| PALISADE CAPITAL MANAGEMENT, LP trimmed | 279,407 | $13M | 0.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 268,987 | $13M | 0.3% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 261,741 | $12M | 0.3% | 2026-Q1 |
| Leeward Investments, LLC - MA trimmed | 261,607 | $12M | 0.3% | 2026-Q1 |
| Public Sector Pension Investment Board added | 246,283 | $12M | 0.3% | 2026-Q1 |
| Nuveen, LLC added | 244,357 | $12M | 0.3% | 2026-Q1 |
| TimesSquare Capital Management, LLC trimmed | 227,520 | $11M | 0.3% | 2026-Q1 |
| Fulcrum Asset Management LLP new | 222,480 | $10M | 0.3% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 210,143 | $10M | 0.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 207,437 | $10M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 200,505 | $9M | 0.3% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 187,286 | $9M | 0.2% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC trimmed | 188,516 | $9M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 185,812 | $9M | 0.2% | 2026-Q1 |
| Squarepoint Ops LLC added | 180,781 | $9M | 0.2% | 2026-Q1 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added | 178,870 | $8M | 0.2% | 2026-Q1 |
| Ceredex Value Advisors LLC trimmed | 176,250 | $8M | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO added | 172,821 | $8M | 0.2% | 2026-Q1 |
| KORNITZER CAPITAL MANAGEMENT INC /KS trimmed | 172,230 | $8M | 0.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 171,054 | $8M | 0.2% | 2026-Q1 |
| SIR Capital Management, L.P. added | 165,729 | $8M | 0.2% | 2026-Q1 |
| Atom Investors LP added | 163,868 | $8M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 157,432 | $7M | 0.2% | 2026-Q1 |
| Vest Financial, LLC added | 154,689 | $7M | 0.2% | 2026-Q1 |
| VELA Investment Management, LLC trimmed | 144,703 | $7M | 0.2% | 2026-Q1 |
| Swiss National Bank added | 136,200 | $6M | 0.2% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC trimmed | 133,857 | $6M | 0.2% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 131,798 | $6M | 0.2% | 2026-Q1 |
| DEAN INVESTMENT ASSOCIATES, LLC added | 116,007 | $5M | 0.1% | 2026-Q1 |
| Covington Investment Advisors Inc. trimmed | 106,947 | $5M | 0.1% | 2026-Q1 |
| NORGES BANK added | 110,322 | $5M | 0.1% | 2026-Q1 |
| CRAWFORD INVESTMENT COUNSEL INC trimmed | 100,054 | $5M | 0.1% | 2026-Q1 |
| XTX Topco Ltd added | 87,746 | $4M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 81,437 | $4M | 0.1% | 2026-Q1 |
| Dean Capital Management added | 81,280 | $4M | 0.1% | 2026-Q1 |
| SG Americas Securities, LLC added | 78,748 | $4M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 6,990,487 | $319M | 8.6% | 2025-Q4 stale |
| Fisher Asset Management, LLC added | 593,696 | $23M | 0.6% | 2025-Q3 stale |
| Merewether Investment Management, LP new | 504,900 | $23M | 0.6% | 2025-Q4 stale |
| BROWN ADVISORY INC trimmed | 431,882 | $20M | 0.5% | 2025-Q4 stale |
| CONGRESS ASSET MANAGEMENT CO added | 351,043 | $15M | 0.4% | 2025-Q2 stale |
| J. Goldman & Co LP new | 321,816 | $15M | 0.4% | 2025-Q4 stale |
| GREAT LAKES ADVISORS, LLC trimmed | 240,224 | $11M | 0.3% | 2025-Q2 stale |
| Janney Montgomery Scott LLC trimmed | 245,911 | $10M | 0.3% | 2025-Q3 stale |
| CRAMER ROSENTHAL MCGLYNN LLC added | 153,206 | $7M | 0.2% | 2025-Q1 stale |
| Cubist Systematic Strategies, LLC added | 155,755 | $7M | 0.2% | 2025-Q2 stale |
| Makaira Partners LLC trimmed | 141,286 | $6M | 0.2% | 2025-Q4 stale |
| EMERALD MUTUAL FUND ADVISERS TRUST trimmed | 124,407 | $6M | 0.2% | 2025-Q1 stale |
| Heights Point Management, LP new | 105,564 | $5M | 0.1% | 2025-Q4 stale |
| Trexquant Investment LP trimmed | 81,600 | $4M | 0.1% | 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.
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.