Who owns WTM (WTM)
Which tracked institutional funds hold WTM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See WTM 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
91 tracked funds added or opened WTM while 45 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
WTM’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 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes WTM more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in WTM 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 365 tracked filers holding WTM, 162 increased or opened the position and 142 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 WTM 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 18
- VANGUARD PORTFOLIO MANAGEMENT LLC$254M
- VANGUARD CAPITAL MANAGEMENT LLC$240M
- VANGUARD FIDUCIARY TRUST CO$33M
- Boussard & Gavaudan Investment Management LLP$31M
- VANGUARD ASSET MANAGEMENT, Ltd$5M
- DIVERSIFIED MANAGEMENT INC$3M
Full exits 15
- VANGUARD GROUP INC$482M
- Brandywine Global Investment Management, LLC$7M
- Forum Financial Management, LP$4M
- Holocene Advisors, LP$2M
- Main Street Financial Solutions, LLC$2M
- Squarepoint Ops LLC$1M
Largest adds
- JANE STREET GROUP, LLC$27M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$24M
- GOLDMAN SACHS GROUP INC$24M
- DIMENSIONAL FUND ADVISORS LP$19M
- AMERICAN CENTURY COMPANIES INC$16M
- GENDELL JEFFREY L$15M
Largest trims
- BlackRock, Inc.$98M
- MORGAN STANLEY$40M
- Boston Partners$34M
- SOUTHEASTERN ASSET MANAGEMENT INC/TN/$24M
- Select Equity Group, L.P.$18M
- REINHART PARTNERS, LLC.$9M
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 |
|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP added | 156,618 | $344M | 7.0% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC trimmed | 124,715 | $274M | 5.6% | 2026-Q1 |
| River Road Asset Management, LLC trimmed | 120,519 | $265M | 5.4% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 115,553 | $254M | 5.1% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 109,157 | $240M | 4.9% | 2026-Q1 |
| COOKE & BIELER LP trimmed | 104,857 | $230M | 4.7% | 2026-Q1 |
| FULLER & THALER ASSET MANAGEMENT, INC. trimmed | 104,561 | $230M | 4.7% | 2026-Q1 |
| FIDUCIARY MANAGEMENT INC /WI/ trimmed | 85,066 | $187M | 3.8% | 2026-Q1 |
| Wallace Capital Management Inc. trimmed | 78,795 | $173M | 3.5% | 2026-Q1 |
| BlackRock, Inc. trimmed | 61,484 | $135M | 2.7% | 2026-Q1 |
| MORGAN STANLEY trimmed | 59,295 | $130M | 2.6% | 2026-Q1 |
| Boston Partners trimmed | 57,459 | $126M | 2.6% | 2026-Q1 |
| LONDON CO OF VIRGINIA trimmed | 57,131 | $126M | 2.5% | 2026-Q1 |
| STATE STREET CORP trimmed | 49,158 | $108M | 2.2% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 42,119 | $93M | 1.9% | 2026-Q1 |
| GENDELL JEFFREY L added | 37,814 | $83M | 1.7% | 2026-Q1 |
| REINHART PARTNERS, LLC. trimmed | 37,374 | $82M | 1.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 28,358 | $62M | 1.3% | 2026-Q1 |
| Cannell & Spears LLC trimmed | 28,027 | $62M | 1.2% | 2026-Q1 |
| NORGES BANK trimmed | 30,970 | $60M | 1.2% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 24,241 | $53M | 1.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 23,951 | $53M | 1.1% | 2026-Q1 |
| Mraz, Amerine & Associates, Inc. trimmed | 22,179 | $49M | 1.0% | 2026-Q1 |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ trimmed | 18,864 | $41M | 0.8% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC trimmed | 18,612 | $41M | 0.8% | 2026-Q1 |
| BROWN ADVISORY INC trimmed | 17,844 | $39M | 0.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 15,783 | $35M | 0.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 15,563 | $34M | 0.7% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 15,495 | $34M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 15,186 | $33M | 0.7% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 14,707 | $32M | 0.7% | 2026-Q1 |
| Boussard & Gavaudan Investment Management LLP new | 13,975 | $31M | 0.6% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 13,808 | $30M | 0.6% | 2026-Q1 |
| HORIZON KINETICS ASSET MANAGEMENT LLC trimmed | 13,112 | $29M | 0.6% | 2026-Q1 |
| ELKHORN PARTNERS LIMITED PARTNERSHIP trimmed | 12,700 | $28M | 0.6% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 11,145 | $24M | 0.5% | 2026-Q1 |
| SEI INVESTMENTS CO added | 11,098 | $24M | 0.5% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 10,965 | $24M | 0.5% | 2026-Q1 |
| Select Equity Group, L.P. trimmed | 10,560 | $23M | 0.5% | 2026-Q1 |
| UBS Group AG added | 10,441 | $23M | 0.5% | 2026-Q1 |
| Quantinno Capital Management LP added | 9,784 | $21M | 0.4% | 2026-Q1 |
| Gotham Asset Management, LLC added | 9,047 | $20M | 0.4% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 8,910 | $20M | 0.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 8,782 | $19M | 0.4% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 8,444 | $19M | 0.4% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 8,308 | $18M | 0.4% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 7,826 | $17M | 0.3% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 7,674 | $17M | 0.3% | 2026-Q1 |
| Triad Investment Management added | 7,627 | $16M | 0.3% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 6,623 | $15M | 0.3% | 2026-Q1 |
| ROYCE & ASSOCIATES LP added | 6,460 | $14M | 0.3% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 6,414 | $14M | 0.3% | 2026-Q1 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed | 6,048 | $13M | 0.3% | 2026-Q1 |
| WCM INVESTMENT MANAGEMENT, LLC trimmed | 5,995 | $13M | 0.3% | 2026-Q1 |
| Williams Jones Wealth Management, LLC. added | 5,194 | $11M | 0.2% | 2026-Q1 |
| Swiss National Bank trimmed | 5,036 | $11M | 0.2% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 4,798 | $11M | 0.2% | 2026-Q1 |
| Nuveen, LLC added | 4,309 | $9M | 0.2% | 2026-Q1 |
| Phocas Financial Corp. trimmed | 4,292 | $9M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 4,132 | $9M | 0.2% | 2026-Q1 |
| Creative Planning added | 4,049 | $9M | 0.2% | 2026-Q1 |
| MARSHALL WACE, LLP added | 3,878 | $9M | 0.2% | 2026-Q1 |
| LEE DANNER & BASS INC added | 3,203 | $7M | 0.1% | 2026-Q1 |
| Edgestream Partners, L.P. added | 3,130 | $7M | 0.1% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 3,058 | $7M | 0.1% | 2026-Q1 |
| Invesco Ltd. trimmed | 2,967 | $7M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 2,887 | $6M | 0.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 2,866 | $6M | 0.1% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 2,611 | $6M | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 2,603 | $6M | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 2,567 | $6M | 0.1% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND | 2,513 | $6M | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 2,459 | $5M | 0.1% | 2026-Q1 |
| Legal & General Group Plc trimmed | 2,408 | $5M | 0.1% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 2,325 | $5M | 0.1% | 2026-Q1 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed | 2,261 | $5M | 0.1% | 2026-Q1 |
| DARK FOREST CAPITAL MANAGEMENT LP trimmed | 2,255 | $5M | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 2,211 | $5M | 0.1% | 2026-Q1 |
| Robeco Institutional Asset Management B.V. added | 2,179 | $5M | 0.1% | 2026-Q1 |
| DAVENPORT & Co LLC | 2,123 | $5M | 0.1% | 2026-Q1 |
| BRADLEY FOSTER & SARGENT INC/CT trimmed | 2,002 | $4M | 0.1% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 1,913 | $4M | 0.1% | 2026-Q1 |
| PARSONS CAPITAL MANAGEMENT INC/RI added | 1,888 | $4M | 0.1% | 2026-Q1 |
| Cerity Partners LLC trimmed | 1,867 | $4M | 0.1% | 2026-Q1 |
| Atlantic Union Bankshares Corp | 1,765 | $4M | 0.1% | 2026-Q1 |
| Focus Partners Wealth trimmed | 1,129 | $4M | 0.1% | 2026-Q1 |
| AGF MANAGEMENT LTD added | 1,703 | $4M | 0.1% | 2026-Q1 |
| Regency Capital Management Inc.\DE trimmed | 1,535 | $3M | 0.1% | 2026-Q1 |
| OPPENHEIMER ASSET MANAGEMENT INC. trimmed | 1,480 | $3M | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC | 1,447 | $3M | 0.1% | 2026-Q1 |
| CITIGROUP INC trimmed | 1,400 | $3M | 0.1% | 2026-Q1 |
| LPL Financial LLC trimmed | 1,395 | $3M | 0.1% | 2026-Q1 |
| Corient Private Wealth LLC added | 1,398 | $3M | 0.1% | 2026-Q1 |
| Tidal Investments LLC added | 1,348 | $3M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 231,809 | $482M | 9.8% | 2025-Q4 stale |
| Perpetual Ltd added | 8,127 | $14M | 0.3% | 2025-Q3 stale |
| Alaska Permanent Fund Corp | 5,902 | $10M | 0.2% | 2025-Q1 stale |
| Brandywine Global Investment Management, LLC trimmed | 3,226 | $7M | 0.1% | 2025-Q4 stale |
| Lighthouse Investment Partners, LLC added | 2,939 | $5M | 0.1% | 2025-Q3 stale |
| Forum Financial Management, LP | 2,016 | $4M | 0.1% | 2025-Q4 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.