Who owns WMS (WMS)
Which tracked institutional funds hold WMS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See WMS 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
133 tracked funds added or opened WMS while 155 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
WMS’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes WMS more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in WMS 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 574 tracked filers holding WMS, 323 increased or opened the position and 234 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 WMS 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 48
- VANGUARD PORTFOLIO MANAGEMENT LLC$496M
- VANGUARD CAPITAL MANAGEMENT LLC$469M
- VANGUARD FIDUCIARY TRUST CO$62M
- Capital World Investors$36M
- Alyeska Investment Group, L.P.$35M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$17M
Full exits 29
- VANGUARD GROUP INC$1.1B
- MIG Capital, LLC$17M
- Tredje AP-fonden$16M
- MILFORD FUNDS LTD$16M
- Turas Capital Management LP$8M
- Yaupon Capital Management LP$6M
Largest adds
- Pictet Asset Management Holding SA$62M
- ADAGE CAPITAL PARTNERS GP, L.L.C.$54M
- Corient Private Wealth LLC$44M
- Qube Research & Technologies Ltd$43M
- Hill City Capital, LP$28M
- AQR CAPITAL MANAGEMENT LLC$23M
Largest trims
- BlackRock, Inc.$203M
- CITADEL ADVISORS LLC$113M
- Impactive Capital LP$94M
- NORGES BANK$85M
- FIRST TRUST ADVISORS LP$71M
- BALYASNY ASSET MANAGEMENT L.P.$66M
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 | 6,030,446 | $827M | 8.7% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 3,615,687 | $496M | 5.2% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 3,423,703 | $469M | 4.9% | 2026-Q1 |
| STATE STREET CORP added | 2,489,531 | $341M | 3.6% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 2,450,123 | $336M | 3.5% | 2026-Q1 |
| Pictet Asset Management Holding SA added | 2,204,801 | $302M | 3.2% | 2026-Q1 |
| BAILLIE GIFFORD & CO trimmed | 2,047,349 | $281M | 2.9% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 2,044,057 | $280M | 2.9% | 2026-Q1 |
| Impax Asset Management Group plc trimmed | 1,927,510 | $264M | 2.8% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 1,657,753 | $227M | 2.4% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,344,795 | $184M | 1.9% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1,333,340 | $183M | 1.9% | 2026-Q1 |
| Amundi added | 1,288,672 | $177M | 1.9% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 1,191,778 | $163M | 1.7% | 2026-Q1 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed | 1,106,423 | $152M | 1.6% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 1,056,606 | $145M | 1.5% | 2026-Q1 |
| KBC Group NV added | 916,981 | $126M | 1.3% | 2026-Q1 |
| Impactive Capital LP trimmed | 856,492 | $117M | 1.2% | 2026-Q1 |
| Invesco Ltd. trimmed | 842,684 | $116M | 1.2% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 702,650 | $96M | 1.0% | 2026-Q1 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed | 655,684 | $90M | 0.9% | 2026-Q1 |
| Capital International Investors trimmed | 639,021 | $88M | 0.9% | 2026-Q1 |
| Mirova US LLC trimmed | 628,843 | $86M | 0.9% | 2026-Q1 |
| Liontrust Investment Partners LLP | 573,573 | $83M | 0.9% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC trimmed | 592,581 | $81M | 0.9% | 2026-Q1 |
| NORTHERN TRUST CORP added | 589,186 | $81M | 0.8% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 585,972 | $80M | 0.8% | 2026-Q1 |
| WESTWOOD HOLDINGS GROUP INC added | 553,211 | $76M | 0.8% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 550,000 | $75M | 0.8% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 546,406 | $75M | 0.8% | 2026-Q1 |
| Triodos Investment Management BV trimmed | 536,711 | $74M | 0.8% | 2026-Q1 |
| NORGES BANK trimmed | 656,700 | $71M | 0.7% | 2026-Q1 |
| Bank of New York Mellon Corp added | 519,242 | $71M | 0.7% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 525,787 | $69M | 0.7% | 2026-Q1 |
| Schonfeld Strategic Advisors LLC trimmed | 489,307 | $67M | 0.7% | 2026-Q1 |
| BROWN BROTHERS HARRIMAN & CO trimmed | 455,614 | $62M | 0.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 451,763 | $62M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 449,649 | $62M | 0.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 439,577 | $60M | 0.6% | 2026-Q1 |
| ACK Asset Management LLC | 390,000 | $53M | 0.6% | 2026-Q1 |
| Interval Partners, LP added | 388,875 | $53M | 0.6% | 2026-Q1 |
| Allianz Asset Management GmbH trimmed | 381,401 | $52M | 0.5% | 2026-Q1 |
| Hill City Capital, LP added | 370,000 | $51M | 0.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 358,948 | $49M | 0.5% | 2026-Q1 |
| Corient Private Wealth LLC added | 342,161 | $47M | 0.5% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 318,746 | $44M | 0.5% | 2026-Q1 |
| Robeco Schweiz AG trimmed | 308,404 | $42M | 0.4% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 298,712 | $41M | 0.4% | 2026-Q1 |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. added | 294,898 | $40M | 0.4% | 2026-Q1 |
| Gotham Asset Management, LLC added | 294,728 | $40M | 0.4% | 2026-Q1 |
| BAMCO INC /NY/ trimmed | 291,152 | $40M | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 292,566 | $38M | 0.4% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 274,556 | $38M | 0.4% | 2026-Q1 |
| TD Asset Management Inc trimmed | 272,240 | $37M | 0.4% | 2026-Q1 |
| Owls Nest Partners IA, LLC added | 264,101 | $36M | 0.4% | 2026-Q1 |
| Capital World Investors added | 262,854 | $36M | 0.4% | 2026-Q1 |
| Alyeska Investment Group, L.P. trimmed | 258,508 | $35M | 0.4% | 2026-Q1 |
| GENEVA CAPITAL MANAGEMENT LLC trimmed | 255,923 | $35M | 0.4% | 2026-Q1 |
| Legal & General Group Plc trimmed | 234,949 | $32M | 0.3% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 223,895 | $31M | 0.3% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 223,622 | $30M | 0.3% | 2026-Q1 |
| UBS Group AG trimmed | 218,057 | $30M | 0.3% | 2026-Q1 |
| Quantinno Capital Management LP added | 213,971 | $29M | 0.3% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 209,806 | $29M | 0.3% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP trimmed | 207,424 | $28M | 0.3% | 2026-Q1 |
| Aberdeen Group plc trimmed | 205,725 | $28M | 0.3% | 2026-Q1 |
| Mediolanum International Funds Ltd added | 212,849 | $28M | 0.3% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 203,969 | $28M | 0.3% | 2026-Q1 |
| Grantham, Mayo, Van Otterloo & Co. LLC trimmed | 197,844 | $27M | 0.3% | 2026-Q1 |
| PGGM Investments trimmed | 190,291 | $26M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 183,319 | $25M | 0.3% | 2026-Q1 |
| LOOMIS SAYLES & CO L P added | 180,670 | $25M | 0.3% | 2026-Q1 |
| SEI INVESTMENTS CO added | 180,395 | $25M | 0.3% | 2026-Q1 |
| MIROVA added | 172,152 | $24M | 0.2% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 154,638 | $23M | 0.2% | 2026-Q1 |
| Mitsubishi UFJ Trust & Banking Corp trimmed | 165,932 | $23M | 0.2% | 2026-Q1 |
| Swedbank AB trimmed | 164,961 | $23M | 0.2% | 2026-Q1 |
| STOREBRAND ASSET MANAGEMENT AS added | 163,525 | $22M | 0.2% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 159,913 | $22M | 0.2% | 2026-Q1 |
| Epoch Investment Partners, Inc. trimmed | 158,803 | $22M | 0.2% | 2026-Q1 |
| OP Asset Management Ltd added | 133,989 | $21M | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 154,436 | $21M | 0.2% | 2026-Q1 |
| J. Safra Sarasin Holding AG trimmed | 152,496 | $21M | 0.2% | 2026-Q1 |
| Nuveen, LLC added | 150,403 | $21M | 0.2% | 2026-Q1 |
| JUPITER ASSET MANAGEMENT LTD | 146,197 | $20M | 0.2% | 2026-Q1 |
| Swiss National Bank added | 146,100 | $20M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System added | 139,885 | $19M | 0.2% | 2026-Q1 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO added | 139,629 | $19M | 0.2% | 2026-Q1 |
| Zurcher Kantonalbank (Zurich Cantonalbank) added | 137,130 | $19M | 0.2% | 2026-Q1 |
| T. Rowe Price Investment Management, Inc. trimmed | 134,917 | $19M | 0.2% | 2026-Q1 |
| Rathbones Group PLC trimmed | 130,792 | $18M | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 127,237 | $17M | 0.2% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 123,643 | $17M | 0.2% | 2026-Q1 |
| CRAMER ROSENTHAL MCGLYNN LLC trimmed | 119,850 | $16M | 0.2% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 7,300,723 | $1.1B | 11.1% | 2025-Q4 stale |
| Zimmer Partners, LP added | 270,000 | $31M | 0.3% | 2025-Q2 stale |
| AXA Investment Managers S.A. new | 176,805 | $25M | 0.3% | 2025-Q3 stale |
| Thematics Asset Management trimmed | 145,500 | $20M | 0.2% | 2025-Q3 stale |
| MIG Capital, LLC trimmed | 119,714 | $17M | 0.2% | 2025-Q4 stale |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 146,695 | $16M | 0.2% | 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.