The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query WDI owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/WDI"
Use Arkolith to show who owns WDI, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | $6.4M | 474K | ▲+5.8% Added · +26K sh | Q1 2026 | |
| 2 | &PARTNERS | $3.2M | 240K | ▲+6.7% Added · +15K sh | Q1 2026 | |
| 3 | Advisors Asset Management, Inc. | $2.4M | 180K | ▼−38% Reduced · −109K sh | Q1 2026 | |
| 4 | OPPENHEIMER & CO INC | $801K | 60K | ▲+0.4% Added · +227 sh | Q1 2026 | |
| 5 | READYSTATE ASSET MANAGEMENT LP | $616K | 46K | ▼−78% Reduced · −165K sh | Q1 2026 | |
| 6 | EVOLVE PRIVATE WEALTH, LLC | $508K | 38K | ▼−1.0% Reduced · −368 sh | Q1 2026 | |
| 7 | NewEdge Advisors, LLC | $499K | 37K | ▲+4.7% Added · +2K sh | Q1 2026 | |
| 8 | Steward Partners Investment Advisory, LLC | $439K | 33K | —Held | Q1 2026 | |
| 9 | Sanctuary Advisors, LLC | $363K | 27K | ▲+42% Added · +8K sh | Q1 2026 | |
| 10 | JOURNEY STRATEGIC WEALTH LLC | $323K | 24K | ▼−14% Reduced · −4K sh | Q1 2026 | |
| 11 | Concurrent Investment Advisors, LLC | $306K | 23K | ▲+4.0% Added · +872 sh | Q1 2026 | |
| 12 | CITADEL ADVISORS LLC | $265K | 20K | ▲New +20K sh | Q1 2026 | |
| 13 | Private Advisor Group, LLC | $208K | 15K | ▲+3.3% Added · +493 sh | Q1 2026 | |
| 14 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $159K | 12K | ▲New +12K sh | Q1 2026 | |
| 15 | Merit Financial Group, LLC | $144K | 11K | ▲+2.3% Added · +241 sh | Q1 2026 | |
| 16 | Lido Advisors, LLC | $134K | 10K | ▼−1.2% Reduced · −125 sh | Q1 2026 | |
| 17 | AdvisorNet Financial, Inc | $61K | 5K | ▼−18% Reduced · −1K sh | Q1 2026 | |
| 18 | CWM, LLC | $25K | 2K | ▼−26% Reduced · −642 sh | Q1 2026 | |
| 19 | MAI Capital Management | $19K | 1K | —Held | Q1 2026 | |
| 20 | ASSETMARK, INC | $2K | 185 | —Held | 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 |
|---|---|---|---|---|---|
| Nov 20, 2025 | Sale Hillary A | Director | Buy (P) | 1K | $20K |
| May 27, 2025 | GRILLO ANTHONY | Director | Buy (P) | 750 | $11K |
| Jun 21, 2024 | CRONIN DANIEL P | Director | Buy (P) | 1K | $14K |
| Apr 8, 2024 | Kumar Nisha | Director | Buy (P) | 6K | $90K |
| Apr 8, 2024 | Kumar Nisha | Director | Buy (P) | 7K | $100K |
| Jan 23, 2024 | Kumar Nisha | Director | Buy (P) | 8K | $106K |
| Jan 22, 2024 | Kumar Nisha | Director | Buy (P) | 9K | $127K |
| Oct 23, 2023 | CRONIN DANIEL P | Director | Buy (P) | 5K | $62K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 22 funds | $8.3B |
| ALPHABET INC-CL AGOOGL | 22 funds | $5.8B |
| JOHNSON & JOHNSONJNJ | 22 funds | $3.8B |
| EOG RESOURCES INCEOG | 22 funds | $279.3M |
| FISERV INCFISV | 22 funds | $73.7M |
| NVIDIA CORPNVDA | 21 funds | $11.3B |
| ISHARES CORE S&P 500 ETFIVV | 21 funds | $9.4B |
| BROADCOM INCAVGO | 21 funds | $4.6B |
| META PLATFORMS INC-CLASS AMETA | 21 funds | $4.1B |
| JPMORGAN CHASE & COJPM | 21 funds | $3.8B |
| MICRON TECHNOLOGY INCMU | 21 funds | $2.3B |
| TESLA INCTSLA | 21 funds | $2.2B |
Ranked by how many of WDI's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for WDI. 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.