Who owns WIP (WIP)
Which tracked institutional funds hold WIP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See WIP 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
The tracked-fund tape on WIP is one-sided between 2025-Q4 and 2026-Q1: 14 added or opened and 4 trimmed or exited — on balance accumulating.
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
WIP’s largest tracked holder by dollar value, STATE STREET CORP, 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 WIP more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in WIP 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 64 tracked filers holding WIP, 38 increased or opened the position and 31 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 WIP 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 4
- OneAscent Financial Services LLC$3M
- Sidoxia Capital Management, LLC$1M
- OLD MISSION CAPITAL LLC$1M
- Equitable Holdings, Inc.$504K
Full exits 3
- JANE STREET GROUP, LLC$6M
- SYKON CAPITAL LLC$3M
- FLOW TRADERS U.S. LLC$837K
Largest adds
- STATE STREET CORP$56M
- BANK OF AMERICA CORP /DE/$13M
- HANTZ FINANCIAL SERVICES, INC.$6M
- LPL Financial LLC$3M
- CARY STREET PARTNERS FINANCIAL LLC$2M
- RAYMOND JAMES FINANCIAL INC$763K
Largest trims
- Beacon Pointe Advisors, LLC$2M
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 |
|---|---|---|---|---|
| STATE STREET CORP added | 2,170,666 | $86M | 36.1% | 2026-Q1 |
| HANTZ FINANCIAL SERVICES, INC. added | 463,651 | $18M | 7.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 418,976 | $17M | 7.0% | 2026-Q1 |
| GenTrust, LLC trimmed | 269,313 | $11M | 4.5% | 2026-Q1 |
| LBJ Family Wealth Advisors, Ltd. added | 249,380 | $10M | 4.1% | 2026-Q1 |
| CARY STREET PARTNERS FINANCIAL LLC added | 197,835 | $8M | 3.3% | 2026-Q1 |
| LPL Financial LLC added | 163,267 | $6M | 2.7% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 154,058 | $6M | 2.6% | 2026-Q1 |
| MORGAN STANLEY added | 136,750 | $5M | 2.3% | 2026-Q1 |
| UBS Group AG added | 129,961 | $5M | 2.2% | 2026-Q1 |
| Cambria Investment Management, L.P. added | 97,436 | $4M | 1.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 87,234 | $3M | 1.5% | 2026-Q1 |
| Lifetime Wealth Management P.C. added | 77,391 | $3M | 1.3% | 2026-Q1 |
| OneAscent Financial Services LLC trimmed | 72,476 | $3M | 1.2% | 2026-Q1 |
| Idaho Trust Co added | 61,514 | $2M | 1.0% | 2026-Q1 |
| Beacon Pointe Advisors, LLC trimmed | 48,717 | $2M | 0.8% | 2026-Q1 |
| Comprehensive Money Management Services LLC added | 37,792 | $1M | 0.6% | 2026-Q1 |
| Sidoxia Capital Management, LLC new | 37,009 | $1M | 0.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 34,719 | $1M | 0.6% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 31,384 | $1M | 0.5% | 2026-Q1 |
| OLD MISSION CAPITAL LLC new | 29,217 | $1M | 0.5% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC trimmed | 23,539 | $932K | 0.4% | 2026-Q1 |
| Mount Lucas Management LP added | 22,138 | $877K | 0.4% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 18,210 | $721K | 0.3% | 2026-Q1 |
| CENTAURUS FINANCIAL, INC. | 16,940 | $671K | 0.3% | 2026-Q1 |
| Lexington Hill Partners, LLC added | 14,410 | $571K | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 13,795 | $546K | 0.2% | 2026-Q1 |
| CALTON & ASSOCIATES, INC. added | 13,519 | $535K | 0.2% | 2026-Q1 |
| Equitable Holdings, Inc. new | 12,803 | $504K | 0.2% | 2026-Q1 |
| Bristlecone Value Partners, LLC added | 12,042 | $477K | 0.2% | 2026-Q1 |
| Empirical Asset Management, LLC trimmed | 10,938 | $433K | 0.2% | 2026-Q1 |
| Hyundai Investments Co., Ltd. trimmed | 8,702 | $339K | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 8,484 | $336K | 0.1% | 2026-Q1 |
| Global View Capital Management LLC new | 7,123 | $282K | 0.1% | 2026-Q1 |
| 4Thought Financial Group Inc. trimmed | 7,042 | $279K | 0.1% | 2026-Q1 |
| Baker Ellis Asset Management LLC new | 7,000 | $277K | 0.1% | 2026-Q1 |
| Summit Global Investments | 6,731 | $267K | 0.1% | 2026-Q1 |
| RFG Advisory, LLC added | 6,486 | $257K | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 6,145 | $242K | 0.1% | 2026-Q1 |
| TWO SIGMA SECURITIES, LLC new | 6,017 | $238K | 0.1% | 2026-Q1 |
| Adalta Capital Management LLC new | 6,000 | $238K | 0.1% | 2026-Q1 |
| APS Management Group, Inc. added | 5,766 | $228K | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 4,445 | $176K | 0.1% | 2026-Q1 |
| AlphaCentric Advisors LLC added | 3,244 | $128K | 0.1% | 2026-Q1 |
| TRUST CO OF TOLEDO NA /OH/ | 2,083 | $82K | 0.0% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. | 1,810 | $72K | 0.0% | 2026-Q1 |
| Western Wealth Management, LLC trimmed | 1,628 | $64K | 0.0% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 1,430 | $56K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 960 | $37K | 0.0% | 2026-Q1 |
| Forum Finance Group S.A. new | 1,150 | $37K | 0.0% | 2026-Q1 |
| Hamrick Investment Counsel, llc added | 750 | $30K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 509 | $20K | 0.0% | 2026-Q1 |
| Clarity Asset Management, Inc. added | 366 | $14K | 0.0% | 2026-Q1 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 350 | $14K | 0.0% | 2026-Q1 |
| Transamerica Financial Advisors, LLC trimmed | 110 | $4K | 0.0% | 2026-Q1 |
| Pflug Koory, LLC | 102 | $4K | 0.0% | 2026-Q1 |
| AE Wealth Management LLC | 100 | $4K | 0.0% | 2026-Q1 |
| Key Financial Inc | 99 | $4K | 0.0% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec | 78 | $3K | 0.0% | 2026-Q1 |
| Quest 10 Wealth Builders, Inc. | 9 | $356 | 0.0% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 9 | $356 | 0.0% | 2026-Q1 |
| Breakwater Investment Management | 5 | $198 | 0.0% | 2026-Q1 |
| Forefront Wealth Partners, LLC new | 229,938 | $9M | 3.8% | 2025-Q3 stale |
| JANE STREET GROUP, LLC added | 158,426 | $6M | 2.6% | 2025-Q4 stale |
| Family Firm, Inc. added | 146,472 | $6M | 2.5% | 2025-Q2 stale |
| NORTHERN TRUST CORP new | 71,384 | $3M | 1.1% | 2025-Q1 stale |
| SYKON CAPITAL LLC trimmed | 64,061 | $3M | 1.1% | 2025-Q4 stale |
| FLOW TRADERS U.S. LLC trimmed | 21,253 | $837K | 0.4% | 2025-Q4 stale |
| SCOTIA CAPITAL INC. added | 12,573 | $501K | 0.2% | 2025-Q2 stale |
| Point Nemo Capital, LLC new | 11,330 | $446K | 0.2% | 2025-Q4 stale |
| Resurgent Financial Advisors LLC new | 11,200 | $439K | 0.2% | 2025-Q3 stale |
| Tidal Investments LLC new | 10,279 | $405K | 0.2% | 2025-Q4 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 8,602 | $339K | 0.1% | 2025-Q4 stale |
| BRIGHTON JONES LLC added | 7,952 | $312K | 0.1% | 2025-Q3 stale |
| McGrath & Associates, Inc. trimmed | 8,033 | $301K | 0.1% | 2025-Q1 stale |
| RETIREMENT CAPITAL STRATEGIES trimmed | 6,828 | $269K | 0.1% | 2025-Q4 stale |
| Addison Capital Co trimmed | 6,315 | $248K | 0.1% | 2025-Q3 stale |
| Advisors Asset Management, Inc. trimmed | 4,639 | $182K | 0.1% | 2025-Q3 stale |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 4,044 | $159K | 0.1% | 2025-Q4 stale |
| Global Retirement Partners, LLC added | 2,917 | $115K | 0.0% | 2025-Q4 stale |
| NewEdge Advisors, LLC trimmed | 2,377 | $94K | 0.0% | 2025-Q4 stale |
| Glass Jacobson Investment Advisors llc | 1,816 | $66K | 0.0% | 2025-Q1 stale |
| eCIO, Inc. added | 1,470 | $58K | 0.0% | 2025-Q4 stale |
| Kestra Advisory Services, LLC trimmed | 1,368 | $54K | 0.0% | 2025-Q4 stale |
| CITIGROUP INC | 1,205 | $47K | 0.0% | 2025-Q3 stale |
| Choate Investment Advisors new | 923 | $37K | 0.0% | 2025-Q2 stale |
| COMERICA BANK | 509 | $20K | 0.0% | 2025-Q4 stale |
| BNP PARIBAS FINANCIAL MARKETS | 415 | $16K | 0.0% | 2025-Q4 stale |
| Continuum Advisory, LLC | 430 | $16K | 0.0% | 2025-Q1 stale |
| MONTAG A & ASSOCIATES INC | 326 | $13K | 0.0% | 2025-Q4 stale |
| Brooklyn Investment Group new | 293 | $12K | 0.0% | 2025-Q2 stale |
| Garton & Associates Financial Advisors LLC new | 285 | $11K | 0.0% | 2025-Q4 stale |
| BARCLAYS PLC new | 203 | $8K | 0.0% | 2025-Q4 stale |
| CoreCap Advisors, LLC new | 163 | $6K | 0.0% | 2025-Q1 stale |
| Park Square Financial Group, LLC | 121 | $5K | 0.0% | 2025-Q2 stale |
| Provenance Wealth Advisors, LLC | 34 | $1K | 0.0% | 2025-Q1 stale |
| CWM, LLC trimmed | 14 | $1K | 0.0% | 2025-Q3 stale |
| NBC SECURITIES, INC. | 50 | $1K | 0.0% | 2025-Q1 stale |
| Blue Trust, Inc. trimmed | 25 | $985 | 0.0% | 2025-Q4 stale |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 10 | $387 | 0.0% | 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.