79 tracked 13F filers disclose a position in WDIV as of the latest SEC 13F filings, a combined $109.6M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | AE Wealth Management LLC | $19.7M | 255K | ▼−26% Reduced · −90K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $10.1M | 131K | ▲+1.4% Added · +2K sh | Q1 2026 | |
| 3 | Kingsview Wealth Management, LLC | $9.5M | 119K | ▲New +119K sh | Q2 2026 | |
| 4 | MORGAN STANLEY | $9.2M | 119K | ▲+8.1% Added · +9K sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $6.8M | 88K | ▼−4.7% Reduced · −4K sh | Q1 2026 | |
| 6 | STATE STREET CORP | $7.0M | 88K | —Held | Q2 2026 | |
| 7 | GTS SECURITIES LLC | $4.5M | 59K | ▲+889% Added · +53K sh | Q1 2026 | |
| 8 | KKM Financial LLC | $4.2M | 55K | —Held | Q1 2026 | |
| 9 | Corient Private Wealth LP | $3.9M | 51K | ▲~0% Added · +25 sh | Q1 2026 | |
| 10 | RAYMOND JAMES FINANCIAL INC | $3.2M | 42K | ▲+22% Added · +8K sh | Q1 2026 | |
| 11 | AMERIPRISE FINANCIAL INC | $3.0M | 39K | ▼−0.9% Reduced · −352 sh | Q1 2026 | |
| 12 | Wealthspire Advisors, LLC | $2.7M | 36K | —Held | Q1 2026 | |
| 13 | ROYAL BANK OF CANADA | $2.4M | 31K | ▲+0.2% Added · +63 sh | Q1 2026 | |
| 14 | Mariner, LLC | $2.3M | 30K | ▼−6.7% Reduced · −2K sh | Q1 2026 | |
| 15 | JANE STREET GROUP, LLC | $1.5M | 19K | ▲New +19K sh | Q1 2026 | |
| 16 | Seneca Financial Advisors LLC | $1.5M | 18K | ▲+0.7% Added · +122 sh | Q2 2026 | |
| 17 | KINGSWOOD WEALTH ADVISORS, LLC | $1.3M | 16K | ▲+0.2% Added · +34 sh | Q2 2026 | |
| 18 | CITIGROUP INC | $1.2M | 16K | ▲+32% Added · +4K sh | Q1 2026 | |
| 19 | RICHARDS, MERRILL & PETERSON, INC. | $1.3M | 16K | ▲+7.9% Added · +1K sh | Q2 2026 | |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $1.2M | 15K | ▼−12% Reduced · −2K sh | Q1 2026 | |
| 21 | TRUIST FINANCIAL CORP | $1.1M | 14K | ▼−6.2% Reduced · −908 sh | Q1 2026 | |
| 22 | Key Capital Management, INC | $1.1M | 13K | ▲+12% Added · +1K sh | Q2 2026 | |
| 23 | AQR CAPITAL MANAGEMENT LLC | $967K | 13K | ▲New +13K sh | Q1 2026 | |
| 24 | Crescent Sterling, Ltd. | $830K | 10K | ▲+5.0% Added · +491 sh | Q2 2026 | |
| 25 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $793K | 10K | ▼−2.9% Reduced · −295 sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 7 funds opened a new position in WDIV and 12 added to an existing one, while 7 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 34 funds | $8.2B |
| MICROSOFT CORPMSFT | 34 funds | $5.3B |
| ISHARES CORE S&P 500 ETFIVV | 34 funds | $3.5B |
| AMAZON.COM INCAMZN | 34 funds | $3.4B |
| ALPHABET INC-CL AGOOGL | 34 funds | $3.1B |
| APPLE INCAAPL | 33 funds | $6.2B |
| META PLATFORMS INC-CLASS AMETA | 33 funds | $1.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 33 funds | $1.6B |
| ELI LILLY & COLLY | 33 funds | $1.5B |
| HOME DEPOT INCHD | 33 funds | $345.3M |
| VANGUARD S&P 500 ETFVOO | 32 funds | $2.3B |
| ALPHABET INC-CL CGOOG | 32 funds | $2.2B |
Ranked by how many of WDIV's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| SPDWcs | 1129 funds | $29.3B |
| SPEMcs | 951 funds | $11.0B |
| FEZcommon | 316 funds | $2.1B |
| GNRmc | 272 funds | $3.5B |
| CWIcommon | 253 funds | $2.0B |
| GWXcs | 243 funds | $553.8M |
| RWOcs | 196 funds | $921.2M |
| EDIVmc | 196 funds | $805.3M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for WDIV
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/WDIV/capital-change-brief"
Use Arkolith's capital_change_brief for WDIV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for WDIV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.