Who owns WY (WY)
Which tracked institutional funds hold WY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See WY 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
220 tracked funds added or opened WY while 95 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
WY’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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in WY 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 891 tracked filers holding WY, 444 increased or opened the position and 367 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
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 WY 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
- VANGUARD PORTFOLIO MANAGEMENT LLC$1.5B
- VANGUARD CAPITAL MANAGEMENT LLC$1.1B
- MANNING & NAPIER ADVISORS LLC$102M
- VANGUARD FIDUCIARY TRUST CO$99M
- 59 North Capital Management, LP$90M
- Kopernik Global Investors, LLC$47M
Full exits 27
- VANGUARD GROUP INC$2.7B
- TUDOR INVESTMENT CORP ET AL$13M
- ADAGE CAPITAL PARTNERS GP, L.L.C.$11M
- CIBC WORLD MARKETS CORP$7M
- SG Americas Securities, LLC$6M
- Capitolis Liquid Global Markets LLC$6M
Largest adds
- First Eagle Investment Management, LLC$240M
- NORGES BANK$130M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$101M
- Vontobel Holding Ltd.$78M
- Bank of New York Mellon Corp$74M
- DAVENPORT & Co LLC$59M
Largest trims
- COHEN & STEERS, INC.$294M
- BlackRock, Inc.$149M
- JPMORGAN CHASE & CO$149M
- PRICE T ROWE ASSOCIATES INC /MD/$105M
- NORDEA INVESTMENT MANAGEMENT AB$55M
- M&T Bank Corp$49M
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 |
|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 61,113,282 | $1.5B | 8.5% | 2026-Q1 |
| BlackRock, Inc. trimmed | 58,519,783 | $1.4B | 8.1% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 46,940,687 | $1.1B | 6.5% | 2026-Q1 |
| First Eagle Investment Management, LLC added | 46,293,464 | $1.1B | 6.4% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 38,136,433 | $932M | 5.3% | 2026-Q1 |
| STATE STREET CORP added | 33,192,404 | $811M | 4.6% | 2026-Q1 |
| NORGES BANK trimmed | 23,192,832 | $679M | 3.9% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 20,748,115 | $505M | 2.9% | 2026-Q1 |
| COHEN & STEERS, INC. trimmed | 19,275,260 | $471M | 2.7% | 2026-Q1 |
| Bank of New York Mellon Corp added | 17,717,871 | $433M | 2.5% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 13,456,008 | $329M | 1.9% | 2026-Q1 |
| Legal & General Group Plc added | 13,008,632 | $318M | 1.8% | 2026-Q1 |
| Invesco Ltd. added | 11,857,035 | $290M | 1.6% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC trimmed | 10,852,795 | $263M | 1.5% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 10,648,960 | $260M | 1.5% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 8,720,479 | $213M | 1.2% | 2026-Q1 |
| MORGAN STANLEY trimmed | 7,793,220 | $190M | 1.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 6,801,012 | $166M | 0.9% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 6,212,273 | $152M | 0.9% | 2026-Q1 |
| FMR LLC added | 5,847,314 | $143M | 0.8% | 2026-Q1 |
| Pictet Asset Management Holding SA added | 4,850,224 | $118M | 0.7% | 2026-Q1 |
| Nuveen, LLC added | 4,585,774 | $112M | 0.6% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 4,435,248 | $108M | 0.6% | 2026-Q1 |
| MANNING & NAPIER ADVISORS LLC new | 4,173,935 | $102M | 0.6% | 2026-Q1 |
| Freestone Grove Partners LP added | 4,141,960 | $101M | 0.6% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 4,141,913 | $101M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 4,058,208 | $99M | 0.6% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 3,982,030 | $97M | 0.6% | 2026-Q1 |
| 59 North Capital Management, LP new | 3,669,100 | $90M | 0.5% | 2026-Q1 |
| Vontobel Holding Ltd. added | 3,290,822 | $80M | 0.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 2,977,044 | $73M | 0.4% | 2026-Q1 |
| SEI INVESTMENTS CO trimmed | 2,919,006 | $71M | 0.4% | 2026-Q1 |
| UBS Group AG trimmed | 2,742,730 | $67M | 0.4% | 2026-Q1 |
| Amundi trimmed | 2,705,438 | $66M | 0.4% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 2,618,444 | $64M | 0.4% | 2026-Q1 |
| Allianz Asset Management GmbH added | 2,578,703 | $63M | 0.4% | 2026-Q1 |
| M&G PLC trimmed | 2,586,141 | $62M | 0.4% | 2026-Q1 |
| Daiwa Securities Group Inc. trimmed | 2,484,971 | $61M | 0.3% | 2026-Q1 |
| DAVENPORT & Co LLC added | 2,483,305 | $61M | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 2,390,909 | $58M | 0.3% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 2,215,639 | $54M | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 2,203,242 | $53M | 0.3% | 2026-Q1 |
| FEDERATED HERMES, INC. trimmed | 2,165,225 | $53M | 0.3% | 2026-Q1 |
| Swiss National Bank added | 2,115,533 | $52M | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 2,003,732 | $49M | 0.3% | 2026-Q1 |
| Kopernik Global Investors, LLC new | 1,904,591 | $47M | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,872,045 | $46M | 0.3% | 2026-Q1 |
| EDMOND DE ROTHSCHILD HOLDING S.A. added | 1,848,033 | $45M | 0.3% | 2026-Q1 |
| Munich Reinsurance Co Stock Corp in Munich trimmed | 1,809,185 | $44M | 0.3% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 1,674,188 | $41M | 0.2% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 1,618,301 | $40M | 0.2% | 2026-Q1 |
| BARCLAYS PLC trimmed | 1,597,356 | $39M | 0.2% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 1,574,895 | $38M | 0.2% | 2026-Q1 |
| Lansforsakringar Fondforvaltning AB (publ) trimmed | 1,506,173 | $37M | 0.2% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 1,472,474 | $36M | 0.2% | 2026-Q1 |
| Engineers Gate Manager LP trimmed | 1,466,843 | $36M | 0.2% | 2026-Q1 |
| 1832 Asset Management L.P. added | 1,459,926 | $36M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 1,434,800 | $35M | 0.2% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 1,417,506 | $35M | 0.2% | 2026-Q1 |
| DEPRINCE RACE & ZOLLO INC trimmed | 1,386,011 | $34M | 0.2% | 2026-Q1 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. added | 1,369,103 | $33M | 0.2% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 1,330,121 | $32M | 0.2% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 1,310,981 | $32M | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 1,296,862 | $32M | 0.2% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 1,287,697 | $31M | 0.2% | 2026-Q1 |
| JUPITER ASSET MANAGEMENT LTD trimmed | 1,193,018 | $29M | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 1,187,582 | $29M | 0.2% | 2026-Q1 |
| STOREBRAND ASSET MANAGEMENT AS added | 1,168,643 | $29M | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 1,144,500 | $28M | 0.2% | 2026-Q1 |
| BOWEN HANES & CO INC trimmed | 1,133,060 | $28M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 1,081,017 | $26M | 0.1% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 1,044,638 | $26M | 0.1% | 2026-Q1 |
| CAMBIAR INVESTORS LLC added | 1,043,624 | $25M | 0.1% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 992,791 | $24M | 0.1% | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC added | 984,548 | $24M | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 982,887 | $24M | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 962,972 | $24M | 0.1% | 2026-Q1 |
| Eurizon Capital SGR S.p.A. new | 956,474 | $23M | 0.1% | 2026-Q1 |
| Aberdeen Group plc added | 906,893 | $22M | 0.1% | 2026-Q1 |
| Swedbank AB trimmed | 902,014 | $22M | 0.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 898,077 | $22M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 920,434 | $22M | 0.1% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP added | 883,470 | $22M | 0.1% | 2026-Q1 |
| LPL Financial LLC added | 846,566 | $21M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 828,557 | $20M | 0.1% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 227,455 | $18M | 0.1% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 720,538 | $18M | 0.1% | 2026-Q1 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 686,361 | $17M | 0.1% | 2026-Q1 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. added | 679,752 | $17M | 0.1% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 665,214 | $16M | 0.1% | 2026-Q1 |
| MARSHALL WACE, LLP added | 641,125 | $16M | 0.1% | 2026-Q1 |
| GRANDFIELD & DODD, LLC added | 635,372 | $16M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 113,658,504 | $2.7B | 15.3% | 2025-Q4 stale |
| Clean Energy Transition LLP new | 1,893,056 | $55M | 0.3% | 2025-Q1 stale |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 1,875,477 | $46M | 0.3% | 2025-Q3 stale |
| Point72 Asset Management, L.P. added | 1,506,194 | $44M | 0.3% | 2025-Q1 stale |
| CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed | 1,764,467 | $44M | 0.2% | 2025-Q3 stale |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH added | 1,629,743 | $42M | 0.2% | 2025-Q2 stale |
| JANE STREET GROUP, LLC added | 1,320,966 | $33M | 0.2% | 2025-Q3 stale |
| J. Goldman & Co LP added | 1,186,760 | $30M | 0.2% | 2025-Q2 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.