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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Capital International Investors trimmed | 3,477,231 | $1.3B | 10.5% | 2026-Q1 |
| Capital Research Global Investors new | 1,898,603 | $691M | 5.8% | 2026-Q1 |
| FMR LLC trimmed | 1,866,271 | $679M | 5.7% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 1,751,054 | $637M | 5.3% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,567,499 | $570M | 4.8% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 1,340,401 | $487M | 4.1% | 2026-Q1 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed | 1,329,205 | $484M | 4.0% | 2026-Q1 |
| STATE STREET CORP added | 1,273,941 | $463M | 3.9% | 2026-Q1 |
| BAILLIE GIFFORD & CO added | 1,137,258 | $414M | 3.5% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 654,030 | $237M | 2.0% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL trimmed | 582,700 | $212M | 1.8% | 2026-Q1 |
| Markel Group Inc. added | 582,169 | $212M | 1.8% | 2026-Q1 |
| DAVENPORT & Co LLC added | 545,278 | $198M | 1.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 426,905 | $155M | 1.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 421,188 | $153M | 1.3% | 2026-Q1 |
| UBS Group AG added | 363,127 | $132M | 1.1% | 2026-Q1 |
| Capital World Investors trimmed | 339,018 | $123M | 1.0% | 2026-Q1 |
| Hamlin Capital Management, LLC trimmed | 337,335 | $123M | 1.0% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 330,883 | $120M | 1.0% | 2026-Q1 |
| NORTHERN TRUST CORP added | 325,306 | $118M | 1.0% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 300,096 | $109M | 0.9% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 292,356 | $106M | 0.9% | 2026-Q1 |
| BAHL & GAYNOR INC added | 261,924 | $95M | 0.8% | 2026-Q1 |
| NORGES BANK trimmed | 186,647 | $95M | 0.8% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 251,778 | $92M | 0.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 239,606 | $87M | 0.7% | 2026-Q1 |
| CALEDONIA INVESTMENTS PLC | 232,927 | $85M | 0.7% | 2026-Q1 |
| BROWN BROTHERS HARRIMAN & CO trimmed | 225,996 | $82M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 216,751 | $79M | 0.7% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 216,400 | $79M | 0.7% | 2026-Q1 |
| Welch & Forbes LLC trimmed | 209,805 | $76M | 0.6% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 201,299 | $70M | 0.6% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 174,551 | $64M | 0.5% | 2026-Q1 |
| Vantage Investment Partners, LLC added | 171,864 | $63M | 0.5% | 2026-Q1 |
| DONALDSON CAPITAL MANAGEMENT, LLC added | 162,639 | $59M | 0.5% | 2026-Q1 |
| SG Capital Management LLC added | 161,191 | $59M | 0.5% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 149,692 | $54M | 0.5% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 147,380 | $54M | 0.4% | 2026-Q1 |
| Junto Capital Management LP new | 145,151 | $53M | 0.4% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 144,173 | $52M | 0.4% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 143,216 | $52M | 0.4% | 2026-Q1 |
| BENJAMIN EDWARDS INC trimmed | 141,901 | $52M | 0.4% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 140,170 | $51M | 0.4% | 2026-Q1 |
| Epoch Investment Partners, Inc. trimmed | 133,469 | $49M | 0.4% | 2026-Q1 |
| RIVERBRIDGE PARTNERS LLC added | 131,738 | $48M | 0.4% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC trimmed | 130,482 | $48M | 0.4% | 2026-Q1 |
| CIBC Bancorp USA Inc. added | 127,904 | $47M | 0.4% | 2026-Q1 |
| AEGON ASSET MANAGEMENT UK Plc added | 125,107 | $45M | 0.4% | 2026-Q1 |
| Baird Financial Group, Inc. added | 122,206 | $44M | 0.4% | 2026-Q1 |
| Conestoga Capital Advisors, LLC added | 121,904 | $44M | 0.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 110,760 | $40M | 0.3% | 2026-Q1 |
| Employees Retirement System of Texas trimmed | 107,201 | $39M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 107,110 | $39M | 0.3% | 2026-Q1 |
| KING LUTHER CAPITAL MANAGEMENT CORP trimmed | 106,083 | $39M | 0.3% | 2026-Q1 |
| Legal & General Group Plc added | 103,754 | $38M | 0.3% | 2026-Q1 |
| BROWN ADVISORY INC added | 102,900 | $37M | 0.3% | 2026-Q1 |
| Swiss National Bank added | 102,484 | $37M | 0.3% | 2026-Q1 |
| ANCHOR CAPITAL ADVISORS LLC added | 91,378 | $33M | 0.3% | 2026-Q1 |
| DEARBORN PARTNERS LLC trimmed | 89,590 | $33M | 0.3% | 2026-Q1 |
| CITIGROUP INC trimmed | 85,452 | $31M | 0.3% | 2026-Q1 |
| HOWLAND CAPITAL MANAGEMENT LLC trimmed | 83,164 | $30M | 0.3% | 2026-Q1 |
| Fenimore Asset Management Inc added | 80,971 | $29M | 0.2% | 2026-Q1 |
| Wilkinson Global Asset Management LLC trimmed | 78,084 | $28M | 0.2% | 2026-Q1 |
| Nuveen, LLC added | 75,300 | $27M | 0.2% | 2026-Q1 |
| ALPS ADVISORS INC added | 71,467 | $26M | 0.2% | 2026-Q1 |
| CAPITAL ADVISORS INC/OK added | 71,088 | $26M | 0.2% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. added | 69,933 | $25M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 68,572 | $25M | 0.2% | 2026-Q1 |
| Curi Capital, LLC trimmed | 65,655 | $24M | 0.2% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 63,877 | $23M | 0.2% | 2026-Q1 |
| Gotham Asset Management, LLC added | 63,568 | $23M | 0.2% | 2026-Q1 |
| Capital International, Inc./CA/ added | 63,551 | $23M | 0.2% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 63,225 | $23M | 0.2% | 2026-Q1 |
| GENEVA CAPITAL MANAGEMENT LLC trimmed | 60,059 | $22M | 0.2% | 2026-Q1 |
| Swedbank AB added | 58,214 | $21M | 0.2% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 57,492 | $21M | 0.2% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 56,583 | $21M | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 58,665 | $20M | 0.2% | 2026-Q1 |
| DUDLEY & SHANLEY, INC. | 55,692 | $20M | 0.2% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 55,004 | $20M | 0.2% | 2026-Q1 |
| Retirement Systems of Alabama added | 54,962 | $20M | 0.2% | 2026-Q1 |
| Invesco Ltd. trimmed | 53,363 | $19M | 0.2% | 2026-Q1 |
| NORDEA INVESTMENT MANAGEMENT AB trimmed | 54,275 | $19M | 0.2% | 2026-Q1 |
| Handelsbanken Fonder AB added | 52,738 | $19M | 0.2% | 2026-Q1 |
| Pembroke Management, LTD added | 51,878 | $19M | 0.2% | 2026-Q1 |
| HEARTLAND ADVISORS INC added | 51,593 | $19M | 0.2% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 3,476,391 | $1.2B | 9.8% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP added | 234,580 | $79M | 0.7% | 2025-Q4 stale |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 120,497 | $41M | 0.3% | 2025-Q4 stale |
| Holocene Advisors, LP added | 99,389 | $40M | 0.3% | 2025-Q3 stale |
| TimesSquare Capital Management, LLC trimmed | 71,917 | $29M | 0.2% | 2025-Q3 stale |
| Alyeska Investment Group, L.P. added | 66,395 | $27M | 0.2% | 2025-Q3 stale |
| TWINBEECH CAPITAL LP added | 57,321 | $25M | 0.2% | 2025-Q2 stale |
| LORD, ABBETT & CO. LLC trimmed | 61,500 | $25M | 0.2% | 2025-Q3 stale |
| EULAV Asset Management | 55,900 | $23M | 0.2% | 2025-Q3 stale |
| D. E. Shaw & Co., Inc. trimmed | 62,727 | $21M | 0.2% | 2025-Q4 stale |
| Broad Bay Capital Management, LP new | 50,940 | $21M | 0.2% | 2025-Q3 stale |
| TUDOR INVESTMENT CORP ET AL added | 61,054 | $21M | 0.2% | 2025-Q4 stale |
| AXA S.A. added | 38,781 | $20M | 0.2% | 2025-Q1 stale |
| Corebridge Financial, Inc. trimmed | 38,469 | $20M | 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.