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/WAL/capital-change-brief"
Use Arkolith's capital_change_brief for WAL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $777.8M | 11.0M | ▲+4.4% Added · +463K sh | Q1 2026 | |
| 2 | PRICE T ROWE ASSOCIATES INC /MD/ | $555.7M | 7.8M | ▼−10% Reduced · −904K sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $369.2M | 5.2M | ▲New +5.2M sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $329.5M | 4.7M | ▲New +4.7M sh | Q1 2026 | |
| 5 | STATE STREET CORP | $297.6M | 4.2M | ▼−0.1% Reduced · −6K sh | Q1 2026 | |
| 6 | DIMENSIONAL FUND ADVISORS LP | $270.2M | 3.8M | ▲+1.0% Added · +37K sh | Q1 2026 | |
| 7 | Davis Asset Management, L.P. | $218.4M | 3.1M | ▲+23% Added · +583K sh | Q1 2026 | |
| 8 | FMR LLC | $168.5M | 2.4M | ▼−8.7% Reduced · −228K sh | Q1 2026 | |
| 9 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | $167.4M | 2.4M | ▼−63% Reduced · −4.1M sh | Q1 2026 | |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | $149.9M | 2.1M | ▲+4.2% Added · +85K sh | Q1 2026 | |
| 11 | BANK OF MONTREAL /CAN/ | $132.4M | 1.9M | ▲+34% Added · +475K sh | Q1 2026 | |
| 12 | T. Rowe Price Investment Management, Inc. | Withheld | 1.7M | ▼−49% Reduced · −1.6M sh | Q1 2026 | |
| 13 | NORGES BANK | $125.5M | 1.5M | ▼−15% Reduced · −268K sh | Q4 2025 | |
| 14 | JANUS HENDERSON GROUP PLC | $97.2M | 1.4M | ▼−1.6% Reduced · −23K sh | Q1 2026 | |
| 15 | Smead Capital Management, Inc. | $96.0M | 1.4M | ▼−13% Reduced · −201K sh | Q1 2026 | |
| 16 | ALLIANCEBERNSTEIN L.P. | $84.8M | 1.0M | ▲+303% Added · +758K sh | Q1 2026 | |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $69.7M | 984K | ▲+7.5% Added · +68K sh | Q1 2026 | |
| 18 | Bank of New York Mellon Corp | $65.2M | 920K | ▲~0% Added · +315 sh | Q1 2026 | |
| 19 | MORGAN STANLEY | $65.0M | 917K | ▼−29% Reduced · −379K sh | Q1 2026 | |
| 20 | AQR CAPITAL MANAGEMENT LLC | $63.4M | 907K | ▲+87% Added · +422K sh | Q1 2026 | |
| 21 | AMERIPRISE FINANCIAL INC | $63.2M | 892K | ▲+56% Added · +319K sh | Q1 2026 | |
| 22 | NORTHERN TRUST CORP | $62.6M | 884K | ▲+2.4% Added · +21K sh | Q1 2026 | |
| 23 | TWO SIGMA INVESTMENTS, LP | $56.2M | 793K | ▲+179% Added · +508K sh | Q1 2026 | |
| 24 | CINCINNATI INSURANCE CO | $51.4M | 725K | —Held | Q1 2026 | |
| 25 | VICTORY CAPITAL MANAGEMENT INC | $49.2M | 694K | ▲+18% Added · +108K 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 15, 2026 | Nachlas Emily | Chief Risk Officer | Option exercise (M) | 64 | — |
| Jul 15, 2026 | Nachlas Emily | Chief Risk Officer | Option exercise (M) | 53 | — |
| Jul 15, 2026 | Nachlas Emily | Chief Risk Officer | Option exercise (M) | 72 | — |
| Jul 15, 2026 | Nachlas Emily | Chief Risk Officer | Disposed to issuer (D) | 64 | $5K |
| Jul 15, 2026 | Nachlas Emily | Chief Risk Officer | Option exercise (M) | 64 | $0 |
| Jul 15, 2026 | Nachlas Emily | Chief Risk Officer | Disposed to issuer (D) | 53 | $4K |
| Jul 15, 2026 | Nachlas Emily | Chief Risk Officer | Option exercise (M) | 53 | $0 |
| Jul 15, 2026 | Nachlas Emily | Chief Risk Officer | Disposed to issuer (D) | 72 | $6K |
| Jul 15, 2026 | Nachlas Emily | Chief Risk Officer | Option exercise (M) | 72 | $0 |
| Jul 15, 2026 | Boothe Timothy W | Chief Administration Officer | Option exercise (M) | 69 | — |
| Jul 15, 2026 | Boothe Timothy W | Chief Administration Officer | Option exercise (M) | 69 | — |
| Jul 15, 2026 | Boothe Timothy W | Chief Administration Officer | Option exercise (M) | 97 | — |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 140 funds | $59.4B |
| BROADCOM INCAVGO | 139 funds | $31.6B |
| ELI LILLY & COLLY | 139 funds | $15.9B |
| ALPHABET INC-CL AGOOGL | 138 funds | $37.7B |
| VISA INC-CLASS A SHARESV | 138 funds | $13.3B |
| MASTERCARD INC - AMA | 138 funds | $11.0B |
| NVIDIA CORPNVDA | 137 funds | $86.2B |
| AMAZON.COM INCAMZN | 136 funds | $47.8B |
| META PLATFORMS INC-CLASS AMETA | 136 funds | $27.4B |
| JPMORGAN CHASE & COJPM | 136 funds | $21.2B |
| LAM RESEARCH CORPLRCX | 136 funds | $6.9B |
| APPLE INCAAPL | 135 funds | $72.3B |
Ranked by how many of WAL's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for WAL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.