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Institutional Ownership · SEC Form 13F

Who owns WOOD (WOOD)


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

85
Institutional holders
998,559
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on WOOD is one-sided between 2025-Q4 and 2026-Q1: 7 added or opened and 2 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

WOOD’s largest tracked holder by dollar value, 1832 Asset Management L.P., 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 conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in WOOD 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 85 tracked filers holding WOOD, 33 increased or opened the position and 25 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 WOOD 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 2

  • ECLECTIC ASSOCIATES INC /ADV$988K
  • CITADEL ADVISORS LLC$965K

Largest adds

  • UBS Group AG$6M
  • BANK OF AMERICA CORP /DE/$3M
  • JANE STREET GROUP, LLC$2M
  • 1832 Asset Management L.P.$504K
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$319K

Largest trims

  • WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$7M
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1M

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
1832 Asset Management L.P. added325,118$23M30.8%2026-Q1
BANK OF AMERICA CORP /DE/ added121,529$9M11.5%2026-Q1
UBS Group AG added79,401$6M7.5%2026-Q1
JANE STREET GROUP, LLC added64,307$5M6.1%2026-Q1
Comprehensive Money Management Services LLC added37,205$3M3.5%2026-Q1
Lynx Investment Advisory29,991$2M2.8%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed28,046$2M2.7%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added27,468$2M2.6%2026-Q1
TRUIST FINANCIAL CORP added27,383$2M2.6%2026-Q1
FLOW TRADERS U.S. LLC trimmed25,490$2M2.4%2026-Q1
MORGAN STANLEY added14,221$1M1.3%2026-Q1
LPL Financial LLC added14,065$998K1.3%2026-Q1
ECLECTIC ASSOCIATES INC /ADV added13,918$988K1.3%2026-Q1
CITADEL ADVISORS LLC added13,596$965K1.3%2026-Q1
ROYAL BANK OF CANADA added12,370$878K1.2%2026-Q1
Cordoba Advisory Partners LLC added9,325$662K0.9%2026-Q1
OSAIC HOLDINGS, INC. added8,849$628K0.8%2026-Q1
Arkadios Wealth Advisors added8,200$582K0.8%2026-Q1
Endowment Wealth Management, Inc. added8,148$578K0.8%2026-Q1
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC6,915$491K0.7%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed6,887$489K0.7%2026-Q1
Stamos Capital Partners, L.P. trimmed6,610$469K0.6%2026-Q1
Brookstone Capital Management added6,602$468K0.6%2026-Q1
Farther Finance Advisors, LLC added6,576$468K0.6%2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THE6,469$459K0.6%2026-Q1
WELLS FARGO & COMPANY/MN trimmed6,392$454K0.6%2026-Q1
HRT FINANCIAL LP new6,271$444K0.6%2026-Q1
CIBC Bancorp USA Inc. new5,560$394K0.5%2026-Q1
Cullen Capital Management, LLC trimmed5,430$385K0.5%2026-Q1
HORIZON KINETICS ASSET MANAGEMENT LLC trimmed5,260$373K0.5%2026-Q1
LODESTAR PRIVATE ASSET MANAGEMENT LLC trimmed4,787$340K0.5%2026-Q1
CAPTRUST FINANCIAL ADVISORS4,508$320K0.4%2026-Q1
Breakwater Investment Management trimmed4,467$317K0.4%2026-Q1
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC new4,412$313K0.4%2026-Q1
Boston Standard Wealth Management, LLC3,731$266K0.4%2026-Q1
Prospera Financial Services Inc trimmed3,293$234K0.3%2026-Q1
Fifth Third Securities, Inc. added3,148$223K0.3%2026-Q1
Cerity Partners LLC added3,068$218K0.3%2026-Q1
MML INVESTORS SERVICES, LLC trimmed2,979$211K0.3%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed2,986$211K0.3%2026-Q1
Tortoise Investment Management, LLC2,900$206K0.3%2026-Q1
Wealthfront Advisers LLC trimmed2,853$202K0.3%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed2,846$202K0.3%2026-Q1
JPMORGAN CHASE & CO added2,265$157K0.2%2026-Q1
FIFTH THIRD BANCORP added2,000$142K0.2%2026-Q1
Clearstead Advisors, LLC1,531$109K0.1%2026-Q1
Cherry Tree Wealth Management, LLC988$70K0.1%2026-Q1
Manchester Capital Management LLC700$50K0.1%2026-Q1
QUADRANT CAPITAL GROUP LLC13$49K0.1%2026-Q1
SIMPLEX TRADING, LLC added520$37K0.0%2026-Q1
SBI Securities Co., Ltd. trimmed474$34K0.0%2026-Q1
Advisory Services Network, LLC400$28K0.0%2026-Q1
LRI Investments, LLC362$26K0.0%2026-Q1
Private Wealth Asset Management, LLC350$25K0.0%2026-Q1
CWM, LLC312$22K0.0%2026-Q1
BANK OF MONTREAL /CAN/ trimmed300$21K0.0%2026-Q1
Topsail Wealth Management, LLC300$21K0.0%2026-Q1
Smartleaf Asset Management LLC305$21K0.0%2026-Q1
SouthState Bank Corp275$20K0.0%2026-Q1
FMR LLC added275$19K0.0%2026-Q1
Rossby Financial, LCC261$19K0.0%2026-Q1
Tradewinds Capital Management, LLC260$18K0.0%2026-Q1
Western Wealth Management, LLC new249$18K0.0%2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLC241$17K0.0%2026-Q1
JONES FINANCIAL COMPANIES LLLP added230$16K0.0%2026-Q1
Larson Financial Group LLC trimmed212$15K0.0%2026-Q1
Intesa Sanpaolo Wealth Management202$14K0.0%2026-Q1
Steward Partners Investment Advisory, LLC200$14K0.0%2026-Q1
THOMPSON INVESTMENT MANAGEMENT, INC.200$14K0.0%2026-Q1
Federation des caisses Desjardins du Quebec200$14K0.0%2026-Q1
JFS WEALTH ADVISORS, LLC194$14K0.0%2026-Q1
NATIONAL BANK OF CANADA /FI/193$14K0.0%2026-Q1
CoreCap Advisors, LLC192$14K0.0%2026-Q1
EPG Wealth Management LLC150$11K0.0%2026-Q1
Geneos Wealth Management Inc.125$9K0.0%2026-Q1
Basepoint Wealth LLC added103$7K0.0%2026-Q1
CENTRAL TRUST Co trimmed96$7K0.0%2026-Q1
Medallion Wealth Advisors, LLC73$5K0.0%2026-Q1
GTS SECURITIES LLC new10,902$800K1.1%2025-Q3 stale
Advisor Resource Council9,920$748K1.0%2025-Q1 stale
CIBC Private Wealth Group LLC5,560$400K0.5%2025-Q4 stale
TIAA TRUST, NATIONAL ASSOCIATION4,412$318K0.4%2025-Q4 stale
Ledyard National Bank trimmed4,141$312K0.4%2025-Q1 stale
Cetera Investment Advisers added3,855$278K0.4%2025-Q4 stale
Matrix Trust Co added3,022$228K0.3%2025-Q1 stale
ONE Advisory Partners, LLC new2,845$215K0.3%2025-Q2 stale
Sunbelt Securities, Inc. trimmed2,093$154K0.2%2025-Q3 stale
COMERICA BANK2,000$144K0.2%2025-Q4 stale
Global Retirement Partners, LLC added1,850$133K0.2%2025-Q4 stale
First Horizon Advisors, Inc. trimmed980$74K0.1%2025-Q1 stale
Wealthspire Advisors, LLC trimmed337$25K0.0%2025-Q3 stale
Transce3nd, LLC trimmed335$25K0.0%2025-Q2 stale
Comprehensive Financial Planning, Inc./PA trimmed322$24K0.0%2025-Q1 stale
AE Wealth Management LLC new250$19K0.0%2025-Q1 stale
Briaud Financial Planning, Inc new249$18K0.0%2025-Q2 stale
CGC Financial Services, LLC235$17K0.0%2025-Q4 stale
PRINCIPAL SECURITIES, INC.172$13K0.0%2025-Q3 stale
Aptus Capital Advisors, LLC100$7K0.0%2025-Q3 stale
Riggs Asset Managment Co. Inc.100$7K0.0%2025-Q2 stale
Costello Asset Management, INC64$5K0.0%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.

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.

Learn how to read institutional ownership