Who owns WLY (WLY)
Which tracked institutional funds hold WLY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See WLY 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 WLY is one-sided between 2025-Q4 and 2026-Q1: 90 added or opened and 30 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
WLY’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 WLY more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in WLY 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 249 tracked filers holding WLY, 140 increased or opened the position and 111 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 WLY 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 18
- VANGUARD PORTFOLIO MANAGEMENT LLC$95M
- VANGUARD CAPITAL MANAGEMENT LLC$66M
- VANGUARD FIDUCIARY TRUST CO$11M
- Ancora Advisors LLC$5M
- Vanguard Global Advisers, LLC$2M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$2M
Full exits 14
- VANGUARD GROUP INC$137M
- INTRINSIC EDGE CAPITAL MANAGEMENT LLC$9M
- SG Capital Management LLC$8M
- HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$3M
- SEIZERT CAPITAL PARTNERS, LLC$2M
- Elo Mutual Pension Insurance Co$2M
Largest adds
- BANK OF MONTREAL /CAN/$47M
- SCHRODER INVESTMENT MANAGEMENT GROUP$35M
- STATE STREET CORP$30M
- NEUBERGER BERMAN GROUP LLC$21M
- DIMENSIONAL FUND ADVISORS LP$21M
- JANE STREET GROUP, LLC$17M
Largest trims
- Clarkston Capital Partners, LLC$44M
- BlackRock, Inc.$19M
- Madison Avenue Partners, LP$9M
- Qube Research & Technologies Ltd$6M
- D. E. Shaw & Co., Inc.$4M
- GOLDMAN SACHS GROUP INC$3M
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 | 4,422,384 | $168M | 9.9% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC trimmed | 3,017,098 | $115M | 6.8% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 2,501,979 | $95M | 5.6% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 2,382,703 | $91M | 5.3% | 2026-Q1 |
| STATE STREET CORP added | 2,175,966 | $83M | 4.9% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 1,829,676 | $70M | 4.1% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,719,532 | $66M | 3.9% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 1,590,468 | $61M | 3.6% | 2026-Q1 |
| BROWN ADVISORY INC added | 1,209,416 | $46M | 2.7% | 2026-Q1 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC added | 972,666 | $37M | 2.2% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 970,757 | $37M | 2.2% | 2026-Q1 |
| Clarkston Capital Partners, LLC trimmed | 942,556 | $36M | 2.1% | 2026-Q1 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC added | 821,987 | $31M | 1.8% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 796,191 | $30M | 1.8% | 2026-Q1 |
| PALISADE CAPITAL MANAGEMENT, LP trimmed | 780,840 | $30M | 1.7% | 2026-Q1 |
| Invesco Ltd. added | 777,577 | $30M | 1.7% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 747,634 | $28M | 1.7% | 2026-Q1 |
| MORGAN STANLEY added | 683,998 | $26M | 1.5% | 2026-Q1 |
| Madison Avenue Partners, LP trimmed | 678,417 | $26M | 1.5% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 614,489 | $23M | 1.4% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 440,652 | $17M | 1.0% | 2026-Q1 |
| NEUMEIER POMA INVESTMENT COUNSEL LLC added | 410,565 | $16M | 0.9% | 2026-Q1 |
| FMR LLC added | 407,252 | $16M | 0.9% | 2026-Q1 |
| NORTHERN TRUST CORP added | 403,596 | $15M | 0.9% | 2026-Q1 |
| Access Investment Management LLC added | 366,520 | $14M | 0.8% | 2026-Q1 |
| Allianz Asset Management GmbH added | 366,309 | $14M | 0.8% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 355,657 | $14M | 0.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 353,938 | $13M | 0.8% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND | 300,402 | $11M | 0.7% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 285,132 | $11M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 278,474 | $11M | 0.6% | 2026-Q1 |
| UBS Group AG added | 263,277 | $10M | 0.6% | 2026-Q1 |
| LOOMIS SAYLES & CO L P trimmed | 241,545 | $9M | 0.5% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 196,935 | $8M | 0.4% | 2026-Q1 |
| THOMPSON SIEGEL & WALMSLEY LLC trimmed | 186,420 | $7M | 0.4% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 184,215 | $7M | 0.4% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 175,800 | $7M | 0.4% | 2026-Q1 |
| ProShare Advisors LLC trimmed | 171,756 | $7M | 0.4% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 167,942 | $6M | 0.4% | 2026-Q1 |
| HRT FINANCIAL LP added | 155,140 | $6M | 0.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 149,444 | $6M | 0.3% | 2026-Q1 |
| Public Sector Pension Investment Board added | 144,158 | $5M | 0.3% | 2026-Q1 |
| LSV ASSET MANAGEMENT added | 142,353 | $5M | 0.3% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 139,349 | $5M | 0.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 138,441 | $5M | 0.3% | 2026-Q1 |
| Ancora Advisors LLC added | 135,030 | $5M | 0.3% | 2026-Q1 |
| NORDEA INVESTMENT MANAGEMENT AB trimmed | 134,248 | $5M | 0.3% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 126,060 | $5M | 0.3% | 2026-Q1 |
| Nuveen, LLC added | 120,074 | $5M | 0.3% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 118,678 | $5M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 113,723 | $4M | 0.3% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 111,817 | $4M | 0.3% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 103,974 | $4M | 0.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 101,730 | $4M | 0.2% | 2026-Q1 |
| BESSEMER GROUP INC added | 100,606 | $4M | 0.2% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 98,866 | $4M | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 96,636 | $4M | 0.2% | 2026-Q1 |
| Bridgewater Associates, LP added | 95,586 | $4M | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO added | 94,647 | $4M | 0.2% | 2026-Q1 |
| Kendall Capital Management added | 89,972 | $3M | 0.2% | 2026-Q1 |
| Swiss National Bank | 83,300 | $3M | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 81,249 | $3M | 0.2% | 2026-Q1 |
| Hillsdale Investment Management Inc. added | 76,150 | $3M | 0.2% | 2026-Q1 |
| NORGES BANK added | 63,346 | $3M | 0.2% | 2026-Q1 |
| Jump Financial, LLC added | 71,275 | $3M | 0.2% | 2026-Q1 |
| Cannell & Spears LLC | 67,422 | $3M | 0.2% | 2026-Q1 |
| CLARK ESTATES INC/NY | 67,000 | $3M | 0.2% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 55,997 | $2M | 0.1% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 54,509 | $2M | 0.1% | 2026-Q1 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed | 49,975 | $2M | 0.1% | 2026-Q1 |
| Cardinal Capital Management added | 49,933 | $2M | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 48,366 | $2M | 0.1% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 45,638 | $2M | 0.1% | 2026-Q1 |
| Advisors Asset Management, Inc. added | 40,873 | $2M | 0.1% | 2026-Q1 |
| JUPITER ASSET MANAGEMENT LTD trimmed | 40,674 | $2M | 0.1% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co added | 40,521 | $2M | 0.1% | 2026-Q1 |
| MARTIN & CO INC /TN/ added | 39,891 | $2M | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 38,705 | $1M | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 38,360 | $1M | 0.1% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 37,408 | $1M | 0.1% | 2026-Q1 |
| Creative Planning added | 36,401 | $1M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 4,467,492 | $137M | 8.0% | 2025-Q4 stale |
| Ophir Asset Management Pty Ltd trimmed | 494,257 | $20M | 1.2% | 2025-Q3 stale |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC trimmed | 283,517 | $9M | 0.5% | 2025-Q4 stale |
| SG Capital Management LLC trimmed | 252,596 | $8M | 0.5% | 2025-Q4 stale |
| WESTFIELD CAPITAL MANAGEMENT CO LP trimmed | 169,768 | $8M | 0.4% | 2025-Q2 stale |
| Ceredex Value Advisors LLC trimmed | 154,200 | $7M | 0.4% | 2025-Q2 stale |
| Caption Management, LLC new | 137,267 | $6M | 0.4% | 2025-Q2 stale |
| ExodusPoint Capital Management, LP added | 104,410 | $5M | 0.3% | 2025-Q2 stale |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 100,782 | $3M | 0.2% | 2025-Q4 stale |
| Trexquant Investment LP added | 75,162 | $3M | 0.2% | 2025-Q3 stale |
| Bastion Asset Management Inc. trimmed | 71,857 | $3M | 0.2% | 2025-Q3 stale |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 45,112 | $2M | 0.1% | 2025-Q2 stale |
| SEIZERT CAPITAL PARTNERS, LLC added | 65,596 | $2M | 0.1% | 2025-Q4 stale |
| Edgestream Partners, L.P. trimmed | 43,208 | $2M | 0.1% | 2025-Q1 stale |
| First Pacific Advisors, LP | 39,140 | $2M | 0.1% | 2025-Q2 stale |
| Elo Mutual Pension Insurance Co added | 57,018 | $2M | 0.1% | 2025-Q4 stale |
| DARK FOREST CAPITAL MANAGEMENT LP added | 37,292 | $2M | 0.1% | 2025-Q2 stale |
| Cubist Systematic Strategies, LLC added | 37,071 | $2M | 0.1% | 2025-Q2 stale |
| WEDGE CAPITAL MANAGEMENT L L P/NC added | 35,121 | $2M | 0.1% | 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.
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.