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Overview
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Business Summary
Filings
Ownership
Valuation
Ownership — WLY
Institutional Holdings
Insider Transactions
US Institutional Ownership
92.4%
Institution
Shares
Value
Ownership %
Change
Filing Date
BlackRock, Inc.
6.16M
$234.0M
14.67%
+31.1K
2026-03-31
NEUBERGER BERMAN GROUP LLC
3.02M
$114.0M
7.18%
-50.4K
2026-03-31
VANGUARD PORTFOLIO MANAGEMENT LLC
2.50M
$95.0M
5.96%
--
2026-03-31
STATE STREET CORP
2.18M
$82.0M
5.18%
+479.7K
2026-03-31
DIMENSIONAL FUND ADVISORS LP
1.83M
$69.0M
4.36%
+228.9K
2026-03-31
VANGUARD CAPITAL MANAGEMENT LLC
1.72M
$65.0M
4.09%
--
2026-03-31
BANK OF MONTREAL /CAN/
1.59M
$60.0M
3.79%
+1.15M
2026-03-31
BROWN ADVISORY INC
1.21M
$46.0M
2.88%
+166.7K
2026-03-31
Silvercrest Asset Management Group LLC
972.7K
$37.0M
2.32%
+51.4K
2026-03-31
GEODE CAPITAL MANAGEMENT, LLC
970.8K
$36.0M
2.31%
+16.9K
2026-03-31
Clarkston Capital Partners, LLC
942.6K
$35.0M
2.24%
-1.68M
2026-03-31
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
822.0K
$31.0M
1.96%
+27.1K
2026-03-31
Invesco Ltd.
816.5K
$31.0M
1.94%
+180.4K
2026-03-31
Bank of New York Mellon Corp
796.2K
$30.0M
1.90%
-31.6K
2026-03-31
PALISADE CAPITAL MANAGEMENT, LP
780.8K
$29.0M
1.86%
-41.4K
2026-03-31
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
747.6K
$28.0M
1.78%
+75.5K
2026-03-31
MORGAN STANLEY
684.0K
$26.0M
1.63%
+62.2K
2026-03-31
Madison Avenue Partners, LP
678.4K
$25.0M
1.62%
-468.8K
2026-03-31
JANE STREET GROUP, LLC
440.7K
$16.0M
1.05%
+432.5K
2026-03-31
NEUMEIER POMA INVESTMENT COUNSEL LLC
410.6K
$15.0M
0.98%
+16.9K
2026-03-31
FMR LLC
407.5K
$15.0M
0.97%
+29.3K
2026-03-31
NORTHERN TRUST CORP
403.6K
$15.0M
0.96%
+21.3K
2026-03-31
Access Investment Management LLC
366.5K
$13.0M
0.87%
+210.6K
2026-03-31
Allianz Asset Management GmbH
366.3K
$13.0M
0.87%
+125.9K
2026-03-31
MARSHALL WACE, LLP
359.3K
$13.0M
0.86%
-41.4K
2026-03-31
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