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Institutional Ownership · SEC Form 13F

Who owns WSO-B (WSO-B)


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

777
Institutional holders
37,892,110
Shares held (tracked funds)

How the tape is positioned

233 tracked funds added or opened WSO-B while 105 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

WSO-B’s largest tracked holder by dollar value, Capital International Investors, sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in WSO-B 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 769 tracked filers holding WSO-B, 387 increased or opened the position and 346 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 WSO-B 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 37

  • Capital Research Global Investors$691M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$637M
  • VANGUARD CAPITAL MANAGEMENT LLC$570M
  • VANGUARD FIDUCIARY TRUST CO$79M
  • SG Capital Management LLC$59M
  • Junto Capital Management LP$53M

Full exits 34

  • VANGUARD GROUP INC$1.2B
  • TWO SIGMA ADVISERS, LP$79M
  • VOLORIDGE INVESTMENT MANAGEMENT, LLC$41M
  • D. E. Shaw & Co., Inc.$21M
  • TUDOR INVESTMENT CORP ET AL$21M
  • COMERICA BANK$15M

Largest adds

  • BAILLIE GIFFORD & CO$105M
  • GOLDMAN SACHS GROUP INC$101M
  • UBS Group AG$69M
  • MORGAN STANLEY$46M
  • STATE STREET CORP$45M
  • BlackRock, Inc.$42M

Largest trims

  • Capital International Investors$300M
  • NEUBERGER BERMAN GROUP LLC$81M
  • SCHWARTZ INVESTMENT COUNSEL INC$47M
  • CHARLES SCHWAB INVESTMENT MANAGEMENT INC$38M
  • GW&K Investment Management, LLC$36M
  • M&T Bank Corp$31M

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
Capital International Investors trimmed3,477,231$1.3B10.5%2026-Q1
Capital Research Global Investors new1,898,603$691M5.8%2026-Q1
FMR LLC trimmed1,866,271$679M5.7%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new1,751,054$637M5.3%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new1,567,499$570M4.8%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed1,340,401$487M4.1%2026-Q1
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed1,329,205$484M4.0%2026-Q1
STATE STREET CORP added1,273,941$463M3.9%2026-Q1
BAILLIE GIFFORD & CO added1,137,258$414M3.5%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added654,030$237M2.0%2026-Q1
BLAIR WILLIAM & CO/IL trimmed582,700$212M1.8%2026-Q1
Markel Group Inc. added582,169$212M1.8%2026-Q1
DAVENPORT & Co LLC added545,278$198M1.7%2026-Q1
RAYMOND JAMES FINANCIAL INC added426,905$155M1.3%2026-Q1
WELLS FARGO & COMPANY/MN trimmed421,188$153M1.3%2026-Q1
UBS Group AG added363,127$132M1.1%2026-Q1
Capital World Investors trimmed339,018$123M1.0%2026-Q1
Hamlin Capital Management, LLC trimmed337,335$123M1.0%2026-Q1
CAPTRUST FINANCIAL ADVISORS trimmed330,883$120M1.0%2026-Q1
NORTHERN TRUST CORP added325,306$118M1.0%2026-Q1
TWO SIGMA INVESTMENTS, LP trimmed300,096$109M0.9%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added292,356$106M0.9%2026-Q1
BAHL & GAYNOR INC added261,924$95M0.8%2026-Q1
NORGES BANK trimmed186,647$95M0.8%2026-Q1
Bank of New York Mellon Corp trimmed251,778$92M0.8%2026-Q1
BANK OF AMERICA CORP /DE/ added239,606$87M0.7%2026-Q1
CALEDONIA INVESTMENTS PLC232,927$85M0.7%2026-Q1
BROWN BROTHERS HARRIMAN & CO trimmed225,996$82M0.7%2026-Q1
VANGUARD FIDUCIARY TRUST CO new216,751$79M0.7%2026-Q1
RENAISSANCE TECHNOLOGIES LLC trimmed216,400$79M0.7%2026-Q1
Welch & Forbes LLC trimmed209,805$76M0.6%2026-Q1
JPMORGAN CHASE & CO trimmed201,299$70M0.6%2026-Q1
PRINCIPAL FINANCIAL GROUP INC added174,551$64M0.5%2026-Q1
Vantage Investment Partners, LLC added171,864$63M0.5%2026-Q1
DONALDSON CAPITAL MANAGEMENT, LLC added162,639$59M0.5%2026-Q1
SG Capital Management LLC added161,191$59M0.5%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added149,692$54M0.5%2026-Q1
JACOBS LEVY EQUITY MANAGEMENT, INC trimmed147,380$54M0.4%2026-Q1
Junto Capital Management LP new145,151$53M0.4%2026-Q1
ROYAL BANK OF CANADA added144,173$52M0.4%2026-Q1
Corient Private Wealth LLC trimmed143,216$52M0.4%2026-Q1
BENJAMIN EDWARDS INC trimmed141,901$52M0.4%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP trimmed140,170$51M0.4%2026-Q1
Epoch Investment Partners, Inc. trimmed133,469$49M0.4%2026-Q1
RIVERBRIDGE PARTNERS LLC added131,738$48M0.4%2026-Q1
NEUBERGER BERMAN GROUP LLC trimmed130,482$48M0.4%2026-Q1
CIBC Bancorp USA Inc. added127,904$47M0.4%2026-Q1
AEGON ASSET MANAGEMENT UK Plc added125,107$45M0.4%2026-Q1
Baird Financial Group, Inc. added122,206$44M0.4%2026-Q1
Conestoga Capital Advisors, LLC added121,904$44M0.4%2026-Q1
STIFEL FINANCIAL CORP added110,760$40M0.3%2026-Q1
Employees Retirement System of Texas trimmed107,201$39M0.3%2026-Q1
RHUMBLINE ADVISERS added107,110$39M0.3%2026-Q1
KING LUTHER CAPITAL MANAGEMENT CORP trimmed106,083$39M0.3%2026-Q1
Legal & General Group Plc added103,754$38M0.3%2026-Q1
BROWN ADVISORY INC added102,900$37M0.3%2026-Q1
Swiss National Bank added102,484$37M0.3%2026-Q1
ANCHOR CAPITAL ADVISORS LLC added91,378$33M0.3%2026-Q1
DEARBORN PARTNERS LLC trimmed89,590$33M0.3%2026-Q1
CITIGROUP INC trimmed85,452$31M0.3%2026-Q1
HOWLAND CAPITAL MANAGEMENT LLC trimmed83,164$30M0.3%2026-Q1
Fenimore Asset Management Inc added80,971$29M0.2%2026-Q1
Wilkinson Global Asset Management LLC trimmed78,084$28M0.2%2026-Q1
Nuveen, LLC added75,300$27M0.2%2026-Q1
ALPS ADVISORS INC added71,467$26M0.2%2026-Q1
CAPITAL ADVISORS INC/OK added71,088$26M0.2%2026-Q1
Sumitomo Mitsui Trust Group, Inc. added69,933$25M0.2%2026-Q1
AMERIPRISE FINANCIAL INC added68,572$25M0.2%2026-Q1
Curi Capital, LLC trimmed65,655$24M0.2%2026-Q1
DEUTSCHE BANK AG\ trimmed63,877$23M0.2%2026-Q1
Gotham Asset Management, LLC added63,568$23M0.2%2026-Q1
Capital International, Inc./CA/ added63,551$23M0.2%2026-Q1
NATIXIS ADVISORS, LLC added63,225$23M0.2%2026-Q1
GENEVA CAPITAL MANAGEMENT LLC trimmed60,059$22M0.2%2026-Q1
Swedbank AB added58,214$21M0.2%2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed57,492$21M0.2%2026-Q1
Russell Investments Group, Ltd. added56,583$21M0.2%2026-Q1
JONES FINANCIAL COMPANIES LLLP added58,665$20M0.2%2026-Q1
DUDLEY & SHANLEY, INC.55,692$20M0.2%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed55,004$20M0.2%2026-Q1
Retirement Systems of Alabama added54,962$20M0.2%2026-Q1
Invesco Ltd. trimmed53,363$19M0.2%2026-Q1
NORDEA INVESTMENT MANAGEMENT AB trimmed54,275$19M0.2%2026-Q1
Handelsbanken Fonder AB added52,738$19M0.2%2026-Q1
Pembroke Management, LTD added51,878$19M0.2%2026-Q1
HEARTLAND ADVISORS INC added51,593$19M0.2%2026-Q1
VANGUARD GROUP INC trimmed3,476,391$1.2B9.8%2025-Q4 stale
TWO SIGMA ADVISERS, LP added234,580$79M0.7%2025-Q4 stale
VOLORIDGE INVESTMENT MANAGEMENT, LLC added120,497$41M0.3%2025-Q4 stale
Holocene Advisors, LP added99,389$40M0.3%2025-Q3 stale
TimesSquare Capital Management, LLC trimmed71,917$29M0.2%2025-Q3 stale
Alyeska Investment Group, L.P. added66,395$27M0.2%2025-Q3 stale
TWINBEECH CAPITAL LP added57,321$25M0.2%2025-Q2 stale
LORD, ABBETT & CO. LLC trimmed61,500$25M0.2%2025-Q3 stale
EULAV Asset Management55,900$23M0.2%2025-Q3 stale
D. E. Shaw & Co., Inc. trimmed62,727$21M0.2%2025-Q4 stale
Broad Bay Capital Management, LP new50,940$21M0.2%2025-Q3 stale
TUDOR INVESTMENT CORP ET AL added61,054$21M0.2%2025-Q4 stale
AXA S.A. added38,781$20M0.2%2025-Q1 stale
Corebridge Financial, Inc. trimmed38,469$20M0.2%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.

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