192 tracked 13F filers disclose a position in WINA as of the latest SEC 13F filings, a combined $1.3B 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 | BlackRock, Inc. | $199.4M | 466K | ▲+76% Added · +202K sh | Q1 2026 | |
| 2 | Neuberger Berman Group LLC | $121.7M | 285K | ▼−2.8% Reduced · −8K sh | Q1 2026 | |
| 3 | RENAISSANCE TECHNOLOGIES LLC | $88.0M | 206K | ▼−1.1% Reduced · −2K sh | Q1 2026 | |
| 4 | AltraVue Capital, LLC | $86.8M | 174K | ▲+0.8% Added · +1K sh | Q3 2025 | |
| 5 | FIRST TRUST ADVISORS LP | $64.3M | 150K | ▼−1.1% Reduced · −2K sh | Q1 2026 | |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | $58.9M | 138K | →First observed position No prior filed position | Q1 2026 | |
| 7 | STATE STREET CORP | $55.2M | 130K | ▲+5.4% Added · +7K sh | Q2 2026 | |
| 8 | Port Capital LLC | $42.0M | 98K | ▼~0% Reduced · −2 sh | Q1 2026 | |
| 9 | JACOBS LEVY EQUITY MANAGEMENT, INC | $41.2M | 96K | ▲+0.1% Added · +105 sh | Q1 2026 | |
| 10 | Fisher Asset Management, LLC | $40.8M | 95K | ▼−8.9% Reduced · −9K sh | Q1 2026 | |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | $36.4M | 86K | ▲+5.8% Added · +5K sh | Q2 2026 | |
| 12 | Nine Ten Capital Management LLC | $35.8M | 84K | —Held | Q1 2026 | |
| 13 | ALLIANCEBERNSTEIN L.P. | $30.5M | 75K | ▼−3.5% Reduced · −3K sh | Q1 2026 | |
| 14 | DIMENSIONAL FUND ADVISORS LP | $31.8M | 74K | ▲+5.3% Added · +4K sh | Q1 2026 | |
| 15 | GOLDMAN SACHS GROUP INC | $29.9M | 70K | ▼−15% Reduced · −12K sh | Q1 2026 | |
| 16 | Copeland Capital Management, LLC | $26.7M | 63K | ▼−2.9% Reduced · −2K sh | Q2 2026 | |
| 17 | VANGUARD PORTFOLIO MANAGEMENT LLC | $21.7M | 51K | →First observed position No prior filed position | Q1 2026 | |
| 18 | NORTHERN TRUST CORP | $15.1M | 35K | ▲+4.7% Added · +2K sh | Q1 2026 | |
| 19 | MORGAN STANLEY | $14.3M | 34K | ▲+67% Added · +13K sh | Q1 2026 | |
| 20 | Bank of New York Mellon Corp | $13.2M | 31K | ▲+32% Added · +7K sh | Q1 2026 | |
| 21 | Rockefeller Capital Management L.P. | $13.1M | 31K | ▼−8.3% Reduced · −3K sh | Q1 2026 | |
| 22 | Allspring Global Investments Holdings, LLC | $12.3M | 29K | ▲+31% Added · +7K sh | Q2 2026 | |
| 23 | RAYMOND JAMES FINANCIAL INC | $11.6M | 27K | ▲+45% Added · +9K sh | Q1 2026 | |
| 24 | SCHWARTZ INVESTMENT COUNSEL INC | $11.4M | 27K | ▲+1.1% Added · +280 sh | Q2 2026 | |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $11.0M | 26K | ▲+4.0% Added · +991 sh | Q1 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, 1 fund opened a new position in WINA and 21 added to an existing one, while 19 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 104 funds | $201.7B |
| COSTCO WHOLESALE CORPCOST | 103 funds | $29.8B |
| APPLE INCAAPL | 102 funds | $228.9B |
| AMAZON.COM INCAMZN | 101 funds | $148.3B |
| JPMORGAN CHASE & COJPM | 100 funds | $47.6B |
| ALPHABET INC-CL AGOOGL | 99 funds | $118.7B |
| NVIDIA CORPNVDA | 98 funds | $299.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 98 funds | $28.0B |
| TJX COMPANIES INCTJX | 98 funds | $16.9B |
| META PLATFORMS INC-CLASS AMETA | 97 funds | $85.0B |
| ELI LILLY & COLLY | 97 funds | $62.3B |
| MASTERCARD INC - AMA | 97 funds | $38.3B |
Ranked by how many of WINA's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 4, 2026 | GRASSLE JENELE C | Director | Sell (S) | 4K | $1.9M |
| Mar 3, 2026 | Tomlinson Percy C Jr | Director | Sell (S) | 2K | $764K |
| Nov 21, 2025 | GRASSLE JENELE C | Director | Sell (S) | 2K | $1.0M |
| Oct 24, 2025 | Gaudette Renae M. | CHIEF OPERATING OFFICER | Sell (S) | 1K | $457K |
| Oct 24, 2025 | Gaudette Renae M. | CHIEF OPERATING OFFICER | Sell (S) | 100 | $44K |
| Sep 17, 2025 | Barbetta Lawrence A | Director | Sell (S) | 216 | $109K |
| Sep 17, 2025 | Barbetta Lawrence A | Director | Sell (S) | 636 | $321K |
| Aug 27, 2025 | HEFFES BRETT D | CHAIR AND CEO, Director | Sell (S) | 2K | $903K |
| Aug 27, 2025 | HEFFES BRETT D | CHAIR AND CEO, Director | Sell (S) | 1K | $538K |
| Aug 27, 2025 | HEFFES BRETT D | CHAIR AND CEO, Director | Sell (S) | 2K | $738K |
| Aug 27, 2025 | HEFFES BRETT D | CHAIR AND CEO, Director | Sell (S) | 170 | $77K |
| Aug 26, 2025 | HEFFES BRETT D | CHAIR AND CEO, Director | Sell (S) | 600 | $275K |
Connected entities for WINA
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/WINA/capital-change-brief"
Use Arkolith's capital_change_brief for WINA. 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 WINA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.