13F QoQ Ownership Changes
WEST Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 2 new · 0 added · 1 reduced · 2 exited
New Positions(2)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Swiss Life Asset Management Ltd | 402,976 | +402,976 | $20.9M | +$20.9M | — |
| Prestige Wealth Management Group LLC | 15 | +15 | $754 | +$754 | — |
Reduced(1)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| HUNTINGTON NATIONAL BANK | 1 | 0 | $52 | $0 | 0.0% |
Sold Out(2)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| NEW YORK STATE COMMON RETIREMENT FUND | 0 | -3,367,787 | $0 | -$116.1M | — |
| ABN AMRO INVESTMENT SOLUTIONS | 0 | -51,932 | $0 | -$1.9M | — |