Among active 13F managers last quarter, 3 opened and 1 added, while none reduced or exited; the largest holder to move was PFG Investments, LLC (+0.0%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
16 tracked 13F filers disclose a position in WLYB as of the latest SEC 13F filings, a combined $9.2M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Morgan Stanley | 65K | $2.4M | ▲~0% Added · +1 sh | Q1 2026 | |
| 2 | PFG Investments, LLC | 54K | $2.0M | ▲~0% Added · +22 sh | Q1 2026 | |
| 3 | Royal Bank Of Canada | 28K | $1.1M | —Held | Q1 2026 | |
| 4 | Cannell & Spears LLC | 20K | $936K | —Held | Q2 2026 | |
| 5 | Vanguard Capital Management LLC | 14K | $678K | ▼−0.2% Reduced · −31 sh | Q2 2026 | |
| 6 | Caldwell Sutter Capital, Inc. | 12K | $568K | —Held | Q2 2026 | |
| 7 | Geode Capital Management, LLC | 10K | $486K | ▼−2.5% Reduced · −269 sh | Q2 2026 | |
| 8 | Neuberger Berman Group LLC | 10K | $381K | —Held | Q1 2026 | |
| 9 | Vanguard Global Advisers, LLC | 6K | $300K | —Held | Q2 2026 | |
| 10 | Vanguard Fiduciary Trust Co | 4K | $165K | ▲+0.9% Added · +31 sh | Q2 2026 | |
| 11 | UBS Group AG | 3K | $110K | ▲+1.5% Added · +44 sh | Q1 2026 | |
| 12 | Continuum Advisory, LLC | 96 | $4K | ▲New +96 sh | Q2 2026 | |
| 13 | BlackRock, Inc. | 62 | $3K | —Held | Q2 2026 | |
| 14 | Tower Research Capital LLC (TRC) | 57 | $2K | ▲New +57 sh | Q1 2026 | |
| 15 | Advisory Services Network, LLC | 30 | $1K | ▲New +30 sh | Q1 2026 | |
| 16 | SBI Securities Co., Ltd. | 2 | $94 | —Held | 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, 3 funds opened a new position in WLYB and 1 added to an existing one, while none reduced or exited. 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 | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 8 funds | $6.0B |
| Apple IncAAPL | 8 funds | $4.9B |
| Microsoft CorpMSFT | 8 funds | $4.8B |
| Amazon.com IncAMZN | 8 funds | $4.1B |
| Alphabet Inc-CL AGOOGL | 8 funds | $3.1B |
| Alphabet Inc-CL CGOOG | 8 funds | $2.9B |
| JPMorgan Chase & CoJPM | 8 funds | $2.5B |
| Eli Lilly & CoLLY | 8 funds | $1.7B |
| Meta Platforms Inc-Class AMETA | 8 funds | $1.6B |
| Broadcom IncAVGO | 8 funds | $1.5B |
| Home Depot IncHD | 8 funds | $1.4B |
| NextEra Energy IncNEE | 8 funds | $1.3B |
Ranked by how many of WLYB's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in WLYB.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 2, 2025 | Flynn Jay | EVP & GM, Research & Learning | Sell (S) | 5K | $229K |
| Jul 1, 2025 | Caridi Christopher | SVP, Chief Accounting Officer | Sell (S) | 6K | $250K |
| Jun 30, 2025 | Monaco Kevin | SVP, Treasurer & Tax | Sell (S) | 3K | $135K |
| Mar 11, 2025 | Dobson David C | Director | Sell (S) | 1K | $62K |
| Mar 10, 2025 | Dobson David C | Director | Sell (S) | 2K | $94K |
| Oct 8, 2024 | McMahan Danielle | EVP, Chief People Officer | Sell (S) | 2K | $115K |
| Jun 18, 2024 | Van Tassell Christina | EVP, Chief Financial Officer | Sell (S) | 8K | $298K |
| Jun 17, 2024 | Dobson David C | Director | Sell (S) | 10K | $398K |
| Apr 11, 2024 | McMahan Danielle | EVP, Chief People Officer | Sell (S) | 3K | $134K |
| Apr 10, 2024 | Flynn Jay | EVP & GM, Research & Learning | Sell (S) | 6K | $237K |
| Jan 9, 2024 | Zipper Todd | EVP & GM, Talent | Sell (S) | 4K | $122K |
| Oct 19, 2023 | Kissner Matthew S | Interim President and CEO | Buy (P) | 17K | $502K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 4 | 2 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
| Class | 13F holders | Value held |
|---|---|---|
| WLYcommon | 232 funds | $1.7B |
| WLYBthis pageStock | 16 funds | $9.2M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for WLYB
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/WLYB/capital-change-brief"
Use Arkolith's capital_change_brief for WLYB. 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 WLYB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.