FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,167.79-0.13%
XLE56.860.16%
STOXX50E5,860.32-0.39%
XLF51.830.04%
FTSE10,321.09-0.56%
IXIC24,887.100.20%
RUT2,788.190.04%
GSPC7,173.910.12%
Temp30.1°C
UV1.5
Feels35.3°C
Humidity59%
Wind10.8 km/h
Air QualityAQI 1
Cloud Cover50%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time5:34 PM
13F QoQ Ownership Changes

WALDW Institutional Holders

Period 2025-12-31 · prior 2025-09-30 · 12 new · 17 added · 36 reduced · 6 exited

New Positions(12)

ManagerSharesΔ SharesValueΔ Value% Δ
Stoic Point Capital Management LLC1,398,010+1,398,010$2.6M+$2.6M
Beartown Capital Management, LLC300,000+300,000$564.0K+$564.0K
CIBC Asset Management Inc24,642+24,642$46.3K+$46.3K
SmartHarvest Portfolios, LLC12,620+12,620$23.7K+$23.7K
Abel Hall, LLC10,864+10,864$20.4K+$20.4K
Keel Point, LLC10,736+10,736$20.2K+$20.2K
CITADEL ADVISORS LLC10,484+10,484$19.7K+$19.7K
GAMMA Investing LLC583+583$1.1K+$1.1K
Allworth Financial LP39+39$74+$74
IFP Advisors, Inc25+25$49+$49
Sunbelt Securities, Inc.3+3$6+$6
ROTHSCHILD INVESTMENT LLC1+1$2+$2

Added To(17)

ManagerSharesΔ SharesValueΔ Value% Δ
BlackRock, Inc.2,020,237+28,383$3.8M-$145.8K1.4%
GOLDMAN SACHS GROUP INC87,015+38,749$163.6K+$68.0K80.3%
BARCLAYS PLC74,032+14,282$181.4K+$63.1K23.9%
DEUTSCHE BANK AG\43,205+31,341$81.2K+$57.7K264.2%
GEODE CAPITAL MANAGEMENT, LLC606,666+4,197$1.1M-$52.4K0.7%
BANK OF AMERICA CORP /DE/32,280+16,136$60.7K+$28.7K100.0%
WELLS FARGO & COMPANY/MN47,484+15,014$89.3K+$25.0K46.2%
FMR LLC13,020+9,954$24.5K+$18.4K324.6%
VANGUARD GROUP INC255,616+6,484$480.6K-$12.7K2.6%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC106,224+32$199.7K-$10.6K0.0%
Russell Investments Group, Ltd.5,814+2,306$10.9K+$4.0K65.7%
MORGAN STANLEY144,568+8,238$271.8K+$1.9K6.0%
Invesco Ltd.12,294+100$23.1K-$1.0K0.8%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.20,204+616$38.0K-$8003.1%
CITIGROUP INC958+433$1.8K+$76182.5%
NISA INVESTMENT ADVISORS, LLC432+304$812+$559237.5%
AMALGAMATED BANK1,330+100$3+$18.1%

Reduced(36)

ManagerSharesΔ SharesValueΔ Value% Δ
UBS Group AG93,371-745,165$175.5K-$1.5M-88.9%
Zeno Equity Partners LLP12,252,5800$23.0M-$1.2M0.0%
Milestones Administradora de Recursos Ltda.2,425,6770$4.6M-$242.6K0.0%
NORTHERN TRUST CORP210,446-39,112$395.6K-$98.5K-15.7%
McAdam, LLC17,750-45,264$33.4K-$91.4K-71.8%
STATE STREET CORP526,309-3,287$989.5K-$59.1K-0.6%
JPMORGAN CHASE & CO48,434-9,268$91.1K-$23.2K-16.1%
Simplicity Wealth,LLC27,691-8,404$52.1K-$19.4K-23.3%
Royal Bank of Canada3,647-4,185$7.0K-$13.0K-53.4%
RHUMBLINE ADVISERS54,135-3,757$101.8K-$12.9K-6.5%
Bank of New York Mellon Corp95,384-644$179.3K-$10.8K-0.7%
AQR CAPITAL MANAGEMENT LLC24,222-3,431$45.5K-$9.2K-12.4%
INTECH INVESTMENT MANAGEMENT LLC19,642-2,025$36.9K-$6.0K-9.3%
Nuveen, LLC56,6350$106.5K-$5.7K0.0%
BNP PARIBAS FINANCIAL MARKETS10,061-828$18.9K-$2.6K-7.6%
EverSource Wealth Advisors, LLC2,272-995$4.3K-$2.2K-30.4%
ALLIANCEBERNSTEIN L.P.16,5100$31.0K-$1.7K0.0%
NEW YORK STATE COMMON RETIREMENT FUND10,9460$20.6K-$1.1K0.0%
Police & Firemen's Retirement System of New Jersey10,6290$20.0K-$1.1K0.0%
CAPSTONE WEALTH MANAGEMENT GROUP, LLC10,0000$18.8K-$1.0K0.0%
Tower Research Capital LLC (TRC)5,328-151$10.0K-$831-2.8%
Steward Partners Investment Advisory, LLC7,5000$14.1K-$7500.0%
PNC Financial Services Group, Inc.341-245$641-$519-41.8%
Legal & General Group Plc3,8530$7.2K-$3860.0%
Ameritas Investment Partners, Inc.3,6150$6.8K-$3620.0%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2,604-51$4.9K-$361-1.9%
Private Wealth Management Group, LLC235-139$442-$299-37.2%
Sterling Capital Management LLC2,9220$5.5K-$2930.0%
WOLVERINE ASSET MANAGEMENT LLC2,0520$3.9K-$2040.0%
Optiver Holding B.V.5640$1.1K-$570.0%
CoreCap Advisors, LLC1810$340-$180.0%
PRICE T ROWE ASSOCIATES INC /MD/21,2250$40-$30.0%
Covestor Ltd24,703-1$46-$30.0%
CWM, LLC1,747-243$3-$1-12.2%
SBI Securities Co., Ltd.10$2$00.0%
DUPONT CAPITAL MANAGEMENT CORP40$8$00.0%

Sold Out(6)

ManagerSharesΔ SharesValueΔ Value% Δ
Squarepoint Ops LLC0-39,311$0-$77.8K
Arax Advisory Partners0-604$0-$1.2K
Versant Capital Management, Inc0-157$0-$311
OSAIC HOLDINGS, INC.0-41$0-$123
Clearstead Advisors, LLC0-30$0-$60
True Wealth Design, LLC0-5$0-$10