13F QoQ Ownership Changes
WLDN Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 59 new · 100 added · 104 reduced · 44 exited
New Positions(59)
Added To(100)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 1,201,517 | +126,247 | $124.5M | +$20.6M | 11.7% |
| RBF Capital, LLC | 369,200 | +184,600 | $38.3M | +$20.4M | 100.0% |
| BlackRock, Inc. | 1,314,906 | +41,793 | $136.3M | +$13.2M | 3.3% |
| FIRST TRUST ADVISORS LP | 237,697 | +112,094 | $24.6M | +$12.5M | 89.2% |
| Driehaus Capital Management LLC | 210,586 | +86,765 | $21.8M | +$9.9M | 70.1% |
| WASATCH ADVISORS LP | 261,471 | +79,345 | $27.1M | +$9.5M | 43.6% |
| AMERIPRISE FINANCIAL INC | 179,898 | +73,932 | $18.6M | +$8.4M | 69.8% |
| Divisadero Street Capital Management, LP | 298,932 | +45,811 | $31.0M | +$6.5M | 18.1% |
| Swedbank AB | 174,800 | +47,000 | $18.1M | +$5.8M | 36.8% |
| Allspring Global Investments Holdings, LLC | 178,805 | +35,706 | $19.1M | +$5.4M | 24.9% |
| Asset Management One Co., Ltd. | 79,980 | +39,832 | $8.9M | +$5.0M | 99.2% |
| DEUTSCHE BANK AG\ | 52,811 | +42,621 | $5.5M | +$4.5M | 418.3% |
| Portolan Capital Management, LLC | 57,613 | +40,269 | $6.0M | +$4.3M | 232.2% |
| Militia Capital Partners, LP | 49,000 | +34,000 | $5.0M | +$3.5M | 226.7% |
| Nuveen, LLC | 185,077 | +18,837 | $19.2M | +$3.1M | 11.3% |
| TWO SIGMA ADVISERS, LP | 154,300 | +18,200 | $16.0M | +$2.8M | 13.4% |
| Invesco Ltd. | 51,657 | +24,889 | $5.4M | +$2.8M | 93.0% |
| STATE STREET CORP | 305,845 | +6,523 | $31.7M | +$2.8M | 2.2% |
| GEODE CAPITAL MANAGEMENT, LLC | 343,000 | +2,185 | $35.6M | +$2.6M | 0.6% |
| WELLS FARGO & COMPANY/MN | 207,590 | +10,828 | $21.5M | +$2.5M | 5.5% |
| DIMENSIONAL FUND ADVISORS LP | 287,278 | +3,077 | $29.8M | +$2.3M | 1.1% |
| MARSHALL WACE, LLP | 50,712 | +19,260 | $5.3M | +$2.2M | 61.2% |
| NEUBERGER BERMAN GROUP LLC | 62,031 | +17,354 | $6.4M | +$2.1M | 38.8% |
| Man Group plc | 34,677 | +18,052 | $3.6M | +$2.0M | 108.6% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 125,847 | +8,551 | $13.0M | +$1.7M | 7.3% |
| Point72 Asset Management, L.P. | 29,449 | +13,881 | $3.1M | +$1.5M | 89.2% |
| FEDERATED HERMES, INC. | 12,756 | +12,600 | $1.3M | +$1.3M | 8076.9% |
| SEI INVESTMENTS CO | 22,514 | +11,034 | $2.3M | +$1.2M | 96.1% |
| MORGAN STANLEY | 130,933 | +2,762 | $13.6M | +$1.2M | 2.1% |
| VICTORY CAPITAL MANAGEMENT INC | 40,377 | +7,206 | $4.2M | +$978.2K | 21.7% |
| VIRTUS ADVISERS, LLC | 18,800 | +14,100 | $1.4M | +$972.4K | 300.0% |
| RAYMOND JAMES FINANCIAL INC | 21,848 | +7,542 | $2.3M | +$881.5K | 52.7% |
| BARCLAYS PLC | 32,665 | +2,789 | $2.0M | -$846.8K | 9.3% |
| Integrated Quantitative Investments LLC | 18,677 | +6,638 | $1.9M | +$772.0K | 55.1% |
| PANAGORA ASSET MANAGEMENT INC | 61,154 | +3,415 | $6.3M | +$756.4K | 5.9% |
| BNP PARIBAS FINANCIAL MARKETS | 25,668 | +5,849 | $2.7M | +$744.4K | 29.5% |
| Bank of New York Mellon Corp | 64,418 | +2,916 | $6.7M | +$731.0K | 4.7% |
| Russell Investments Group, Ltd. | 63,664 | +2,910 | $6.6M | +$725.1K | 4.8% |
| FMR LLC | 27,918 | +5,449 | $2.9M | +$721.4K | 24.3% |
| PRINCIPAL FINANCIAL GROUP INC | 19,102 | +6,022 | $2.0M | +$715.4K | 46.0% |
| ENVESTNET ASSET MANAGEMENT INC | 23,380 | +5,552 | $2.4M | +$699.8K | 31.1% |
| WHITTIER TRUST CO | 23,657 | +1,021 | $2.7M | +$629.9K | 4.5% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 8,601 | +5,658 | $891.6K | +$607.0K | 192.3% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 17,522 | +4,922 | $1.8M | +$598.0K | 39.1% |
| Concurrent Investment Advisors, LLC | 10,371 | +5,264 | $1.1M | +$581.3K | 103.1% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 7,972 | +5,414 | $826.4K | +$579.0K | 211.6% |
| ALLIANCEBERNSTEIN L.P. | 49,692 | +2,080 | $5.2M | +$547.5K | 4.4% |
| BOOTHBAY FUND MANAGEMENT, LLC | 15,766 | +4,223 | $1.6M | +$518.2K | 36.6% |
| Inspire Advisors, LLC | 6,753 | +4,056 | $700.1K | +$439.3K | 150.4% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 22,955 | +2,755 | $2.4M | +$426.4K | 13.6% |
| RICE HALL JAMES & ASSOCIATES, LLC | 28,665 | +2,308 | $3.0M | +$423.0K | 8.8% |
| Swiss National Bank | 28,900 | +2,200 | $3.0M | +$414.2K | 8.2% |
| Brevan Howard Capital Management LP | 7,403 | +3,705 | $767.4K | +$409.8K | 100.2% |
| Independent Advisor Alliance | 28,641 | +1,149 | $3.0M | +$310.7K | 4.2% |
| AMERICAN CENTURY COMPANIES INC | 37,385 | +245 | $3.9M | +$284.3K | 0.7% |
| Verition Fund Management LLC | 9,885 | +1,607 | $1.0M | +$224.3K | 19.4% |
| Y-Intercept (Hong Kong) Ltd | 12,661 | +1,383 | $1.3M | +$222.0K | 12.3% |
| Creative Planning | 6,395 | +1,798 | $662.9K | +$218.4K | 39.1% |
| LMG Wealth Partners, LLC | 20,026 | +540 | $2.1M | +$191.8K | 2.8% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 13,911 | +966 | $1.4M | +$190.4K | 7.5% |
| Stratos Wealth Partners, LTD. | 19,108 | +24 | $2.0M | +$135.5K | 0.1% |
| FRANKLIN RESOURCES INC | 10,584 | +605 | $1.1M | +$132.3K | 6.1% |
| Trek Financial, LLC | 5,746 | +905 | $595.6K | +$127.6K | 18.7% |
| PRINCIPAL SECURITIES, INC. | 2,015 | +1,156 | $208.9K | +$125.8K | 134.6% |
| Counterpoint Mutual Funds LLC | 9,914 | +4,742 | $403.7K | -$96.4K | 91.7% |
| Quantinno Capital Management LP | 3,415 | +696 | $354.0K | +$91.1K | 25.6% |
| Gladstone Institutional Advisory LLC | 5,840 | +241 | $605.4K | +$64.0K | 4.3% |
| AdvisorShares Investments LLC | 1,953 | +458 | $202.4K | +$57.9K | 30.6% |
| Mariner, LLC | 6,062 | +118 | $628.8K | +$54.0K | 2.0% |
| OSAIC HOLDINGS, INC. | 15,761 | +346 | $1.6M | -$50.5K | 2.2% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 6,507 | +50 | $674.5K | +$50.2K | 0.8% |
| Diversified Trust Co | 4,308 | +192 | $446.6K | +$48.6K | 4.7% |
| KLP KAPITALFORVALTNING AS | 3,100 | +200 | $321.3K | +$40.9K | 6.9% |
| ProShare Advisors LLC | 2,570 | +193 | $266.4K | +$36.6K | 8.1% |
| Truvestments Capital LLC | 3,708 | +108 | $384.4K | +$36.3K | 3.0% |
| Cornerstone Investment Partners, LLC | 4,635 | +3 | $480.5K | +$32.6K | 0.1% |
| Private Advisor Group, LLC | 4,366 | +18 | $452.6K | +$32.2K | 0.4% |
| Police & Firemen's Retirement System of New Jersey | 3,870 | +20 | $401.2K | +$28.9K | 0.5% |
| Transamerica Financial Advisors, LLC | 364 | +244 | $37.7K | +$26.1K | 203.3% |
| WIMMER ASSOCIATES 1, LLC | 3,110 | +40 | $322.4K | +$25.5K | 1.3% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 15,617 | +643 | $1.4M | -$10.4K | 4.3% |
| MERCER GLOBAL ADVISORS INC /ADV | 100,849 | +90 | $5.4M | -$9.9K | 0.1% |
| EverSource Wealth Advisors, LLC | 254 | +67 | $26.3K | +$8.2K | 35.8% |
| Handelsbanken Fonder AB | 199,671 | +69,835 | $20.7K | +$8.1K | 53.8% |
| Farther Finance Advisors, LLC | 608 | +32 | $63.0K | +$7.3K | 5.5% |
| GAMMA Investing LLC | 199 | +51 | $20.6K | +$6.3K | 34.5% |
| SG Americas Securities, LLC | 60,357 | +51,753 | $6.3K | +$5.4K | 601.5% |
| Global Retirement Partners, LLC | 60 | +46 | $6.2K | +$4.9K | 328.6% |
| Janney Montgomery Scott LLC | 68,186 | +37,687 | $7.1K | +$4.1K | 123.6% |
| Rockefeller Capital Management L.P. | 426 | +11 | $44.2K | +$4.0K | 2.6% |
| LORD, ABBETT & CO. LLC | 145,676 | +27,911 | $15.1K | +$3.7K | 23.7% |
| ALGERT GLOBAL LLC | 109,087 | +6,786 | $11.3K | +$1.4K | 6.6% |
| ROTHSCHILD INVESTMENT LLC | 19 | +4 | $2.0K | +$520 | 26.7% |
| State of Alaska, Department of Revenue | 5,703 | +4,925 | $590 | +$515 | 633.0% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 6,283 | +1,760 | $651 | +$214 | 38.9% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 10,795 | +730 | $1.1K | +$146 | 7.3% |
| Summit Global Investments | 5,235 | +64 | $543 | +$43 | 1.2% |
| CWM, LLC | 2,303 | +118 | $239 | +$28 | 5.4% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 255 | +174 | $26 | +$18 | 214.8% |
| AMALGAMATED BANK | 442 | +2 | $46 | +$3 | 0.5% |