13F QoQ Ownership Changes
WSBCO Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 46 new · 85 added · 171 reduced · 48 exited
New Positions(46)
Added To(85)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 9,819,476 | +224,107 | $326.4M | +$20.0M | 2.3% |
| WELLINGTON MANAGEMENT GROUP LLP | 2,764,222 | +332,585 | $91.9M | +$14.2M | 13.7% |
| GOLDMAN SACHS GROUP INC | 1,607,740 | +375,284 | $53.4M | +$14.1M | 30.4% |
| TWO SIGMA INVESTMENTS, LP | 469,183 | +248,032 | $15.6M | +$8.5M | 112.2% |
| FMR LLC | 1,319,672 | +144,771 | $43.9M | +$6.4M | 12.3% |
| BARCLAYS PLC | 352,699 | +189,133 | $11.2M | +$5.9M | 115.6% |
| RAYMOND JAMES FINANCIAL INC | 554,186 | +161,208 | $18.4M | +$5.9M | 41.0% |
| JPMORGAN CHASE & CO | 727,949 | +124,021 | $24.2M | +$4.9M | 20.5% |
| WESBANCO BANK INC | 1,570,275 | +81,974 | $52.2M | +$4.7M | 5.5% |
| GEODE CAPITAL MANAGEMENT, LLC | 2,356,011 | +15,673 | $78.3M | +$3.6M | 0.7% |
| TWO SIGMA ADVISERS, LP | 162,060 | +100,080 | $5.4M | +$3.4M | 161.5% |
| Verition Fund Management LLC | 1,872,132 | +21,621 | $62.2M | +$3.1M | 1.2% |
| Russell Investments Group, Ltd. | 261,613 | +86,232 | $8.7M | +$3.1M | 49.2% |
| Boston Partners | 160,593 | +69,806 | $5.3M | +$2.4M | 76.9% |
| SEI INVESTMENTS CO | 488,113 | +55,088 | $16.2M | +$2.4M | 12.7% |
| Qube Research & Technologies Ltd | 378,000 | +57,912 | $12.6M | +$2.3M | 18.1% |
| Nuveen, LLC | 985,081 | +21,836 | $32.7M | +$2.0M | 2.3% |
| Hood River Capital Management LLC | 894,431 | +23,220 | $29.7M | +$1.9M | 2.7% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 553,881 | +26,733 | $18.4M | +$1.6M | 5.1% |
| Y-Intercept (Hong Kong) Ltd | 74,555 | +43,567 | $2.5M | +$1.5M | 140.6% |
| WELLS FARGO & COMPANY/MN | 481,191 | +25,009 | $16.0M | +$1.4M | 5.5% |
| Squarepoint Ops LLC | 54,085 | +42,220 | $1.8M | +$1.4M | 355.8% |
| Empowered Funds, LLC | 358,639 | +26,763 | $11.9M | +$1.3M | 8.1% |
| Edgestream Partners, L.P. | 145,966 | +34,371 | $4.9M | +$1.3M | 30.8% |
| Legato Capital Management LLC | 45,238 | +20,067 | $1.5M | +$700.0K | 79.7% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 165,461 | +14,699 | $5.5M | +$686.1K | 9.7% |
| AMERICAN CENTURY COMPANIES INC | 187,736 | +8,904 | $6.2M | +$530.2K | 5.0% |
| Creative Planning | 120,705 | +9,139 | $4.0M | +$450.0K | 8.2% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 65,382 | +10,537 | $2.2M | +$422.1K | 19.2% |
| GUGGENHEIM CAPITAL LLC | 36,652 | +10,675 | $1.2M | +$388.9K | 41.1% |
| UBS Group AG | 187,113 | +4,117 | $6.2M | +$376.6K | 2.2% |
| Swiss National Bank | 189,277 | +3,800 | $6.3M | +$369.3K | 2.0% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 74,703 | +8,107 | $2.5M | +$356.7K | 12.2% |
| Quantinno Capital Management LP | 32,799 | +9,120 | $1.1M | +$334.2K | 38.5% |
| Focus Partners Wealth | 15,783 | +8,685 | $525.1K | +$298.5K | 122.3% |
| Atom Investors LP | 74,441 | +6,110 | $2.5M | +$292.6K | 8.9% |
| Cerity Partners LLC | 68,807 | +5,151 | $2.3M | +$254.6K | 8.1% |
| EJF Capital LLC | 142,528 | +782 | $4.7M | +$211.7K | 0.6% |
| BNP PARIBAS FINANCIAL MARKETS | 27,558 | +5,118 | $916.0K | +$199.5K | 22.8% |
| State of New Jersey Common Pension Fund D | 71,230 | +3,033 | $2.4M | +$190.2K | 4.4% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 91,117 | +1,929 | $3.0M | +$181.0K | 2.2% |
| &PARTNERS | 24,521 | +4,138 | $815.1K | +$168.9K | 20.3% |
| 1492 Capital Management LLC | 70,850 | +2,169 | $2.4M | +$162.1K | 3.1% |
| KEYBANK NATIONAL ASSOCIATION/OH | 69,697 | +2,057 | $2.3M | +$157.0K | 3.0% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 68,108 | +1,566 | $2.3M | +$139.2K | 2.4% |
| Mariner, LLC | 36,859 | +2,697 | $1.2M | +$135.3K | 7.9% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 30,019 | +2,906 | $1.0M | +$130.2K | 10.7% |
| BAYVIEW ASSET MANAGEMENT, LLC | 80,300 | +300 | $2.7M | +$114.8K | 0.4% |
| COMERICA BANK | 10,025 | +2,743 | $333.2K | +$100.7K | 37.7% |
| HighTower Advisors, LLC | 12,214 | +2,462 | $406.0K | +$94.6K | 25.2% |
| Sequoia Financial Advisors, LLC | 60,016 | +53 | $2.0M | +$80.3K | 0.1% |
| SCHULHOFF & CO INC | 42,275 | +740 | $1.4M | +$79.0K | 1.8% |
| PNC Financial Services Group, Inc. | 8,240 | +1,460 | $273.9K | +$57.4K | 21.5% |
| BANK OF MONTREAL /CAN/ | 21,062 | +665 | $700.1K | +$48.8K | 3.3% |
| JONES FINANCIAL COMPANIES LLLP | 3,216 | +1,129 | $106.9K | +$39.4K | 54.1% |
| MERCER GLOBAL ADVISORS INC /ADV | 13,341 | +390 | $443.5K | +$29.9K | 3.0% |
| Rockefeller Capital Management L.P. | 2,573 | +693 | $85.5K | +$25.5K | 36.9% |
| CAPTRUST FINANCIAL ADVISORS | 18,330 | +32 | $609.3K | +$25.0K | 0.2% |
| STRS OHIO | 1,700 | +600 | $56.5K | +$21.4K | 54.5% |
| SIGNATUREFD, LLC | 5,011 | +431 | $166.6K | +$20.3K | 9.4% |
| Sound Income Strategies, LLC | 1,998 | +520 | $68.7K | +$19.4K | 35.2% |
| FIRST HORIZON CORP | 1,302 | +464 | $43.3K | +$16.5K | 55.4% |
| Farther Finance Advisors, LLC | 618 | +394 | $20.5K | +$13.4K | 175.9% |
| Kestra Advisory Services, LLC | 8,391 | +47 | $278.9K | +$12.5K | 0.6% |
| GAMMA Investing LLC | 1,113 | +324 | $37.0K | +$11.8K | 41.1% |
| XPONANCE, INC. | 7,506 | +58 | $249.5K | +$11.7K | 0.8% |
| Optiver Holding B.V. | 568 | +172 | $18.9K | +$6.2K | 43.4% |
| EverSource Wealth Advisors, LLC | 1,912 | +27 | $63.6K | +$3.4K | 1.4% |
| Root Financial Partners, LLC | 206 | +63 | $6.8K | +$2.3K | 44.0% |
| ROTHSCHILD INVESTMENT LLC | 426 | +40 | $14.2K | +$1.8K | 10.4% |
| Smartleaf Asset Management LLC | 803 | +4 | $26.9K | +$1.3K | 0.5% |
| Physician Wealth Advisors, Inc. | 64 | +33 | $2.1K | +$1.1K | 106.5% |
| JFS WEALTH ADVISORS, LLC | 43 | +33 | $1.4K | +$1.1K | 330.0% |
| Global Retirement Partners, LLC | 207 | +17 | $6.9K | +$821 | 8.9% |
| SG Americas Securities, LLC | 39,608 | +18,131 | $1.3K | +$631 | 84.4% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 101,050 | +2,413 | $3.4K | +$209 | 2.4% |
| Fortitude Family Office, LLC | 22 | +2 | $731 | +$92 | 10.0% |
| Bay Harbor Wealth Management, LLC | 8 | +1 | $268 | +$44 | 14.3% |
| Transamerica Financial Advisors, LLC | 2 | +1 | $67 | +$34 | 100.0% |
| Covestor Ltd | 756 | +750 | $25 | +$25 | 12500.0% |
| Janney Montgomery Scott LLC | 8,928 | +18 | $297 | +$13 | 0.2% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,128 | +349 | $37 | +$12 | 44.8% |
| State of Alaska, Department of Revenue | 4,002 | +187 | $133 | +$12 | 4.9% |
| AMALGAMATED BANK | 2,976 | +17 | $99 | +$5 | 0.6% |
| BESSEMER GROUP INC | 424 | +150 | $14 | +$5 | 54.7% |