Who owns WWJD
Which tracked institutional funds hold WWJD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See WWJD company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-27). 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
27 tracked funds added or opened WWJD while 10 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
WWJD’s largest tracked holder by dollar value, Inspire Advisors, LLC, sizes it at 8.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 8.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in WWJD 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 106 tracked filers holding WWJD, 58 increased or opened the position and 39 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 WWJD 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 4
- FLOW TRADERS U.S. LLC$2M
- Tulsa Wealth Advisors, INC$1M
- Farther Finance Advisors, LLC$1M
- CITADEL ADVISORS LLC$677K
Full exits 2
- GOLDMAN SACHS GROUP INC$8M
- Keel Point, LLC$638K
Largest adds
- OneAscent Financial Services LLC$17M
- Inspire Advisors, LLC$10M
- Sound Financial Strategies Group, LLC$3M
- JANE STREET GROUP, LLC$3M
- Turning Point Benefit Group, Inc.$2M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2M
Largest trims
- EverSource Wealth Advisors, LLC$6M
- Inspire Investing, LLC$3M
- CREATIVE FINANCIAL DESIGNS INC /ADV$2M
- STIFEL FINANCIAL CORP$1M
- WorthPointe, LLC$1M
- Sanctuary Advisors, LLC$872K
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 |
|---|---|---|---|---|
| Inspire Advisors, LLC added | 2,912,545 | $109M | 28.8% | 2026-Q1 |
| OneAscent Financial Services LLC added | 582,994 | $22M | 5.8% | 2026-Q1 |
| Bare Financial Services, Inc added | 522,686 | $20M | 5.2% | 2026-Q1 |
| PAX Financial Group, LLC added | 451,484 | $17M | 4.5% | 2026-Q1 |
| Faithward Advisors, LLC added | 444,041 | $17M | 4.4% | 2026-Q1 |
| Inspire Investing, LLC trimmed | 371,527 | $14M | 3.7% | 2026-Q1 |
| Fiduciary Alliance LLC trimmed | 346,536 | $14M | 3.6% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV trimmed | 328,127 | $12M | 3.2% | 2026-Q1 |
| Turning Point Benefit Group, Inc. added | 396,067 | $12M | 3.1% | 2026-Q1 |
| Legacy Wealth Asset Management, LLC added | 281,469 | $11M | 2.8% | 2026-Q1 |
| LPL Financial LLC added | 274,119 | $10M | 2.7% | 2026-Q1 |
| Sound Financial Strategies Group, LLC added | 169,074 | $6M | 1.7% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED added | 153,823 | $6M | 1.5% | 2026-Q1 |
| Focus Partners Wealth added | 126,870 | $5M | 1.3% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 107,317 | $4M | 1.1% | 2026-Q1 |
| World Investment Advisors added | 91,361 | $3M | 0.9% | 2026-Q1 |
| Frontier Asset Management, LLC trimmed | 90,450 | $3M | 0.9% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 87,481 | $3M | 0.9% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 84,552 | $3M | 0.8% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 81,920 | $3M | 0.8% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 80,822 | $3M | 0.8% | 2026-Q1 |
| Plan A Wealth LLC trimmed | 80,466 | $3M | 0.8% | 2026-Q1 |
| Belpointe Asset Management LLC added | 75,358 | $3M | 0.7% | 2026-Q1 |
| WorthPointe, LLC trimmed | 71,656 | $3M | 0.7% | 2026-Q1 |
| Security Financial Services, INC. added | 64,145 | $2M | 0.6% | 2026-Q1 |
| AE Wealth Management LLC added | 61,552 | $2M | 0.6% | 2026-Q1 |
| Range Financial Group LLC trimmed | 59,634 | $2M | 0.6% | 2026-Q1 |
| FLOW TRADERS U.S. LLC trimmed | 59,236 | $2M | 0.6% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 58,188 | $2M | 0.6% | 2026-Q1 |
| TRUST POINT INC. trimmed | 53,920 | $2M | 0.5% | 2026-Q1 |
| Atria Investments, Inc trimmed | 53,828 | $2M | 0.5% | 2026-Q1 |
| Strategic Equity Management added | 53,498 | $2M | 0.5% | 2026-Q1 |
| LifeGuide Financial Advisors, LLC added | 52,370 | $2M | 0.5% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 50,991 | $2M | 0.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 50,804 | $2M | 0.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 49,613 | $2M | 0.5% | 2026-Q1 |
| SageOak Financial, LLC trimmed | 46,690 | $2M | 0.5% | 2026-Q1 |
| MONEYWISE, INC. added | 43,843 | $2M | 0.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 40,135 | $2M | 0.4% | 2026-Q1 |
| Tulsa Wealth Advisors, INC new | 36,979 | $1M | 0.4% | 2026-Q1 |
| GTS SECURITIES LLC added | 34,204 | $1M | 0.3% | 2026-Q1 |
| Cetera Investment Advisers added | 32,629 | $1M | 0.3% | 2026-Q1 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC added | 31,603 | $1M | 0.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 31,140 | $1M | 0.3% | 2026-Q1 |
| Farther Finance Advisors, LLC new | 29,739 | $1M | 0.3% | 2026-Q1 |
| Whitaker-Myers Wealth Managers, LTD. added | 24,612 | $920K | 0.2% | 2026-Q1 |
| Advisory Services Network, LLC added | 24,464 | $915K | 0.2% | 2026-Q1 |
| IFP Advisors, Inc added | 20,898 | $781K | 0.2% | 2026-Q1 |
| Optivise Advisory Services LLC trimmed | 20,562 | $769K | 0.2% | 2026-Q1 |
| Schwallier Wealth Management LLC added | 19,820 | $741K | 0.2% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 18,126 | $678K | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 18,095 | $677K | 0.2% | 2026-Q1 |
| OneAscent Wealth Management LLC added | 18,028 | $674K | 0.2% | 2026-Q1 |
| Sterling Investment Advisors, Ltd. | 15,600 | $583K | 0.2% | 2026-Q1 |
| BENJAMIN EDWARDS INC trimmed | 15,338 | $573K | 0.2% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. added | 15,297 | $572K | 0.2% | 2026-Q1 |
| Koss-Olinger Consulting, LLC | 14,446 | $540K | 0.1% | 2026-Q1 |
| Simplicity Wealth,LLC added | 13,605 | $509K | 0.1% | 2026-Q1 |
| Independent Advisor Alliance new | 11,467 | $429K | 0.1% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 11,166 | $418K | 0.1% | 2026-Q1 |
| Strategic Blueprint, LLC trimmed | 10,903 | $408K | 0.1% | 2026-Q1 |
| Cornerstone Financial Management LLC trimmed | 10,596 | $396K | 0.1% | 2026-Q1 |
| Harvest Investment Services, LLC trimmed | 10,294 | $385K | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC | 9,603 | $359K | 0.1% | 2026-Q1 |
| HUB Investment Partners, LLC | 9,000 | $337K | 0.1% | 2026-Q1 |
| Bedel Financial Consulting, Inc. added | 8,353 | $312K | 0.1% | 2026-Q1 |
| Larry Mathis Financial Planning, LLC | 8,188 | $306K | 0.1% | 2026-Q1 |
| HFG Wealth Management, LLC trimmed | 8,082 | $302K | 0.1% | 2026-Q1 |
| LaSalle St. Investment Advisors, LLC added | 8,060 | $301K | 0.1% | 2026-Q1 |
| PFG Investments, LLC trimmed | 7,999 | $299K | 0.1% | 2026-Q1 |
| SAGESPRING WEALTH PARTNERS, LLC added | 7,733 | $289K | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 7,624 | $285K | 0.1% | 2026-Q1 |
| CWM, LLC trimmed | 7,194 | $269K | 0.1% | 2026-Q1 |
| GEM Asset Management, LLC new | 6,091 | $228K | 0.1% | 2026-Q1 |
| COURIER CAPITAL LLC | 6,007 | $225K | 0.1% | 2026-Q1 |
| Betterment LLC trimmed | 5,940 | $222K | 0.1% | 2026-Q1 |
| Continuum Advisory, LLC added | 5,732 | $214K | 0.1% | 2026-Q1 |
| Cornerstone Wealth Management, LLC added | 5,695 | $213K | 0.1% | 2026-Q1 |
| Hilltop Holdings Inc. | 5,663 | $212K | 0.1% | 2026-Q1 |
| Pinnacle Financial Partners, Inc. new | 5,643 | $211K | 0.1% | 2026-Q1 |
| Clear Creek Financial Management, LLC | 5,501 | $206K | 0.1% | 2026-Q1 |
| GWN SECURITIES INC. new | 5,500 | $206K | 0.1% | 2026-Q1 |
| Van Diest Capital, LLC new | 5,377 | $201K | 0.1% | 2026-Q1 |
| Allen Capital Group, LLC trimmed | 5,359 | $200K | 0.1% | 2026-Q1 |
| Ameritas Investment Partners, Inc. | 5,158 | $193K | 0.1% | 2026-Q1 |
| Rossby Financial, LCC trimmed | 4,594 | $173K | 0.0% | 2026-Q1 |
| Geneos Wealth Management Inc. added | 4,154 | $155K | 0.0% | 2026-Q1 |
| SHP Wealth Management | 2,401 | $90K | 0.0% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 224,428 | $8M | 2.2% | 2025-Q4 stale |
| Christian Investment Advisors, Inc. trimmed | 212,809 | $8M | 2.0% | 2025-Q3 stale |
| Keel Point, LLC trimmed | 17,494 | $638K | 0.2% | 2025-Q4 stale |
| Mission Financial Group, LLC trimmed | 13,129 | $491K | 0.1% | 2025-Q1 stale |
| Financial Advocates Investment Management added | 13,346 | $457K | 0.1% | 2025-Q2 stale |
| MERCER GLOBAL ADVISORS INC /ADV added | 13,964 | $429K | 0.1% | 2025-Q1 stale |
| Atria Wealth Solutions, Inc. added | 8,984 | $311K | 0.1% | 2025-Q2 stale |
| Wealthcare Advisory Partners LLC added | 8,134 | $279K | 0.1% | 2025-Q2 stale |
| AlphaStar Capital Management, LLC trimmed | 6,560 | $231K | 0.1% | 2025-Q3 stale |
| CENTAURUS FINANCIAL, INC. added | 3,401 | $124K | 0.0% | 2025-Q4 stale |
| PRINCIPAL SECURITIES, INC. added | 3,406 | $120K | 0.0% | 2025-Q3 stale |
| Blue Trust, Inc. added | 2,808 | $102K | 0.0% | 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.