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Ownership — WLY
Institutional Holdings
Insider Transactions
US Institutional Ownership
95.2%
Institution
Shares
Value
Ownership %
Change
Filing Date
BlackRock, Inc.
6.20M
$300.0M
14.76%
+37.7K
2026-06-30
Neuberger Berman Group LLC
3.02M
$146.0M
7.19%
+2.1K
2026-06-30
Vanguard Portfolio Management LLC
2.49M
$120.0M
5.94%
-7.7K
2026-06-30
State Street Corp
2.26M
$109.0M
5.39%
+87.9K
2026-06-30
Dimensional Fund Advisors LP
1.88M
$91.0M
4.48%
+53.8K
2026-06-30
Vanguard Capital Management LLC
1.67M
$80.0M
3.97%
-53.1K
2026-06-30
Bank of Montreal
1.58M
$76.0M
3.76%
-12.4K
2026-06-30
Brown Advisory Inc
1.27M
$61.0M
3.02%
+57.2K
2026-06-30
Lsv Asset Management
1.02M
$49.0M
2.43%
+880.3K
2026-06-30
Geode Capital Management, LLC
1.01M
$48.0M
2.40%
+35.5K
2026-06-30
Silvercrest Asset Management Group LLC
923.6K
$44.0M
2.20%
-49.1K
2026-06-30
Neumeier Poma Investment Counsel LLC
865.5K
$41.0M
2.06%
+454.9K
2026-06-30
Bank of New York Mellon Corp
790.9K
$38.0M
1.88%
-5.3K
2026-06-30
Clarkston Capital Partners, LLC
759.1K
$36.0M
1.81%
-183.5K
2026-06-30
Principal Financial Group Inc
752.8K
$36.0M
1.79%
+555.8K
2026-06-30
Charles Schwab Investment Management Inc
713.8K
$34.0M
1.70%
-33.8K
2026-06-30
Sixth Street Partners Management Company, L.P.
713.8K
$34.0M
1.70%
--
2026-06-30
Morgan Stanley
665.6K
$32.0M
1.58%
-18.4K
2026-06-30
Goldman Sachs Group Inc
576.2K
$27.0M
1.37%
+222.3K
2026-06-30
Invesco Ltd.
545.4K
$26.0M
1.30%
-271.1K
2026-06-30
William Blair Investment Management, LLC
527.2K
$25.0M
1.26%
-294.8K
2026-06-30
JPMorgan Chase & Co
459.0K
$21.0M
1.09%
-176.1K
2026-06-30
FMR LLC
448.8K
$21.0M
1.07%
+41.3K
2026-06-30
Northern Trust Corp
424.6K
$20.0M
1.01%
+21.0K
2026-06-30
Allianz Asset Management GmbH
411.0K
$19.0M
0.98%
+44.7K
2026-06-30
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