Who owns 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-Q2 13F filings (latest filed 2026-08-17). 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
5 tracked funds added or opened WOOD while 8 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
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 2026-Q1 and 2026-Q2, across 76 tracked filers holding WOOD, 31 increased or opened the position and 34 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 2026-Q1 and 2026-Q2 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
- AMERIPRISE FINANCIAL INC$2M
- Alliance Wealth Advisors, LLC /UT$2M
Full exits 2
- JANE STREET GROUP, LLC$5M
- FLOW TRADERS U.S. LLC$2M
Largest adds
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- LPL Financial LLC$479K
- MANUFACTURERS LIFE INSURANCE COMPANY, THE$326K
Largest trims
- UBS Group AG$4M
- BANK OF AMERICA CORP /DE/$2M
- 1832 Asset Management L.P.$2M
- Farther Finance Advisors, LLC$314K
- WELLS FARGO & COMPANY/MN$297K
- OSAIC HOLDINGS, INC.$281K
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 |
|---|---|---|---|---|
| 1832 Asset Management L.P. | 325,118 | $22M | 30.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 95,554 | $6M | 9.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 62,431 | $4M | 5.9% | 2026-Q2 |
| Comprehensive Money Management Services LLC trimmed | 36,745 | $2M | 3.5% | 2026-Q2 |
| Lynx Investment Advisory added | 31,861 | $2M | 3.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 30,009 | $2M | 2.8% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 29,146 | $2M | 2.7% | 2026-Q2 |
| UBS Group AG trimmed | 26,478 | $2M | 2.5% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC new | 25,822 | $2M | 2.4% | 2026-Q2 |
| Alliance Wealth Advisors, LLC /UT new | 25,315 | $2M | 2.4% | 2026-Q2 |
| LPL Financial LLC added | 22,292 | $1M | 2.1% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 17,552 | $1M | 1.7% | 2026-Q2 |
| ECLECTIC ASSOCIATES INC /ADV added | 14,048 | $931K | 1.3% | 2026-Q2 |
| MORGAN STANLEY trimmed | 13,687 | $907K | 1.3% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 11,844 | $785K | 1.1% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 9,683 | $641K | 0.9% | 2026-Q2 |
| Cordoba Advisory Partners LLC added | 9,326 | $618K | 0.9% | 2026-Q2 |
| Endowment Wealth Management, Inc. added | 8,622 | $571K | 0.8% | 2026-Q2 |
| Arkadios Wealth Advisors added | 8,428 | $558K | 0.8% | 2026-Q2 |
| Stamos Capital Partners, L.P. added | 7,957 | $527K | 0.7% | 2026-Q2 |
| Brookstone Capital Management added | 6,997 | $464K | 0.7% | 2026-Q2 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 6,915 | $458K | 0.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 6,804 | $451K | 0.6% | 2026-Q2 |
| CIBC Bancorp USA Inc. | 5,560 | $368K | 0.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 5,243 | $348K | 0.5% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 5,170 | $342K | 0.5% | 2026-Q2 |
| HORIZON KINETICS ASSET MANAGEMENT LLC trimmed | 4,915 | $326K | 0.5% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 4,889 | $324K | 0.5% | 2026-Q2 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC trimmed | 4,765 | $316K | 0.4% | 2026-Q2 |
| Virtue Capital Management, LLC new | 4,682 | $310K | 0.4% | 2026-Q2 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 4,412 | $292K | 0.4% | 2026-Q2 |
| Breakwater Investment Management trimmed | 4,184 | $277K | 0.4% | 2026-Q2 |
| Boston Standard Wealth Management, LLC added | 3,765 | $249K | 0.4% | 2026-Q2 |
| Fifth Third Securities, Inc. added | 3,521 | $233K | 0.3% | 2026-Q2 |
| Coppell Advisory Solutions LLC new | 75 | $221K | 0.3% | 2026-Q2 |
| Prospera Financial Services Inc | 3,293 | $218K | 0.3% | 2026-Q2 |
| Global Retirement Partners, LLC added | 2,754 | $182K | 0.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 2,369 | $157K | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 2,324 | $154K | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 2,217 | $147K | 0.2% | 2026-Q2 |
| FIFTH THIRD BANCORP | 2,000 | $132K | 0.2% | 2026-Q2 |
| Clearstead Advisors, LLC added | 1,595 | $106K | 0.2% | 2026-Q2 |
| Manchester Capital Management LLC | 700 | $46K | 0.1% | 2026-Q2 |
| SBI Securities Co., Ltd. trimmed | 465 | $31K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 415 | $28K | 0.0% | 2026-Q2 |
| LRI Investments, LLC | 362 | $24K | 0.0% | 2026-Q2 |
| Private Wealth Asset Management, LLC | 350 | $23K | 0.0% | 2026-Q2 |
| Smartleaf Asset Management LLC | 305 | $20K | 0.0% | 2026-Q2 |
| Topsail Wealth Management, LLC | 300 | $20K | 0.0% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ | 300 | $20K | 0.0% | 2026-Q2 |
| SouthState Bank Corp | 275 | $18K | 0.0% | 2026-Q2 |
| Rossby Financial, LCC added | 264 | $17K | 0.0% | 2026-Q2 |
| Tradewinds Capital Management, LLC | 260 | $17K | 0.0% | 2026-Q2 |
| Larson Financial Group LLC added | 214 | $14K | 0.0% | 2026-Q2 |
| Intesa Sanpaolo Wealth Management | 202 | $13K | 0.0% | 2026-Q2 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | 200 | $13K | 0.0% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec | 200 | $13K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 200 | $13K | 0.0% | 2026-Q2 |
| JFS WEALTH ADVISORS, LLC added | 195 | $13K | 0.0% | 2026-Q2 |
| Mondrian Investment Partners LTD new | 195 | $13K | 0.0% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ | 193 | $13K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC | 192 | $13K | 0.0% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 183 | $12K | 0.0% | 2026-Q2 |
| TRUST CO OF VERMONT new | 150 | $10K | 0.0% | 2026-Q2 |
| EPG Wealth Management LLC | 150 | $10K | 0.0% | 2026-Q2 |
| SIMPLEX TRADING, LLC trimmed | 128 | $8K | 0.0% | 2026-Q2 |
| Basepoint Wealth LLC added | 104 | $7K | 0.0% | 2026-Q2 |
| CENTRAL TRUST Co | 96 | $6K | 0.0% | 2026-Q2 |
| CHILTON CAPITAL MANAGEMENT LLC new | 90 | $6K | 0.0% | 2026-Q2 |
| FMR LLC trimmed | 75 | $5K | 0.0% | 2026-Q2 |
| Medallion Wealth Advisors, LLC | 73 | $5K | 0.0% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 47 | $3K | 0.0% | 2026-Q2 |
| Delos Wealth Advisors, LLC | 30 | $2K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 25 | $2K | 0.0% | 2026-Q2 |
| GAMMA Investing LLC | 2 | $132 | 0.0% | 2026-Q2 |
| Russell Investments Group, Ltd. new | 1 | $88 | 0.0% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 64,307 | $5M | 6.5% | 2026-Q1 stale (1 quarter behind) |
| FLOW TRADERS U.S. LLC trimmed | 25,490 | $2M | 2.6% | 2026-Q1 stale (1 quarter behind) |
| HRT FINANCIAL LP new | 6,271 | $444K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Cullen Capital Management, LLC trimmed | 5,430 | $385K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Cerity Partners LLC added | 3,068 | $218K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 2,986 | $211K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Tortoise Investment Management, LLC | 2,900 | $206K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Wealthfront Advisers LLC trimmed | 2,853 | $202K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 2,846 | $202K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Cherry Tree Wealth Management, LLC | 988 | $70K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| QUADRANT CAPITAL GROUP LLC | 13 | $49K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC | 400 | $28K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC | 312 | $22K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Western Wealth Management, LLC new | 249 | $18K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Cetera Investment Advisers added | 3,855 | $278K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK | 2,000 | $144K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| GTS SECURITIES LLC new | 10,902 | $800K | 1.1% | 2025-Q3 stale (3 quarters behind) |
| Sunbelt Securities, Inc. trimmed | 2,093 | $154K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Wealthspire Advisors, LLC new | 337 | $25K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| ONE Advisory Partners, LLC new | 2,845 | $215K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| Transce3nd, LLC trimmed | 335 | $25K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Briaud Financial Planning, Inc new | 249 | $18K | 0.0% | 2025-Q2 stale (4 quarters behind) |
2 parent filings withheld from the table above, and from the coverage figures, to avoid listing one book twice: CIBC Private Wealth Group LLC (last filed 2025-Q4, 5,560 shares) reconciles to its 1 current affiliate (5,560 shares) — 0.000% apart; TIAA TRUST, NATIONAL ASSOCIATION (last filed 2025-Q4, 4,412 shares) reconciles to its 1 current affiliate (4,412 shares) — 0.000% apart.
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.