Among active 13F managers last quarter, 2 opened and 12 added, while 3 reduced; the largest holder to move was Hennion & Walsh Asset Management, Inc. (+0.4%). Over the last 180 days, 1 insider sold and none bought, a net -$301K in open-market trades.
The legs disagree, or only one of them leans.
58 tracked 13F filers disclose a position in WDI as of the latest SEC 13F filings, a combined $126.5M 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 | 4.4M | $59.3M | ▲+1.4% Added · +61K sh | Q1 2026 | |
| 2 | Wells Fargo & Company | 964K | $13.0M | ▲+5.4% Added · +50K sh | Q1 2026 | |
| 3 | Raymond James Financial Inc | 687K | $9.2M | ▲+29% Added · +156K sh | Q1 2026 | |
| 4 | Hennion & Walsh Asset Management, Inc. | 476K | $6.5M | ▲+0.4% Added · +2K sh | Q2 2026 | |
| 5 | Bank Of America Corp | 427K | $5.7M | ▼−0.7% Reduced · −3K sh | Q1 2026 | |
| 6 | Stifel Financial Corp | 250K | $3.4M | ▲+16% Added · +34K sh | Q1 2026 | |
| 7 | LPL Financial LLC | 246K | $3.3M | ▲+42% Added · +72K sh | Q1 2026 | |
| 8 | Royal Bank Of Canada | 243K | $3.3M | ▲+9.0% Added · +20K sh | Q1 2026 | |
| 9 | Guggenheim Capital LLC | 219K | $2.9M | ▲+13% Added · +25K sh | Q1 2026 | |
| 10 | &Partners | 185K | $2.5M | ▼−23% Reduced · −55K sh | Q2 2026 | |
| 11 | First Trust Advisors LP | 182K | $2.4M | ▲+11% Added · +18K sh | Q1 2026 | |
| 12 | JPMorgan Chase & Co | 181K | $2.4M | ▲+2.8% Added · +5K sh | Q1 2026 | |
| 13 | Rockefeller Capital Management L.P. | 82K | $1.1M | —Held | Q1 2026 | |
| 14 | Advisors Asset Management, Inc. | 75K | $1.0M | ▼−58% Reduced · −105K sh | Q2 2026 | |
| 15 | Oppenheimer & Co Inc | 66K | $889K | ▲+10% Added · +6K sh | Q2 2026 | |
| 16 | NewEdge Advisors, LLC | 64K | $873K | ▲+73% Added · +27K sh | Q2 2026 | |
| 17 | Cetera Investment Advisers | 52K | $704K | ▲+21% Added · +9K sh | Q1 2026 | |
| 18 | Bramshill Investments, LLC | 47K | $643K | ▲+1.1% Added · +520 sh | Q2 2026 | |
| 19 | Baird Financial Group, Inc. | 46K | $615K | ▲+4.7% Added · +2K sh | Q1 2026 | |
| 20 | UBS Group AG | 38K | $506K | ▼−11% Reduced · −5K sh | Q1 2026 | |
| 21 | Evolve Private Wealth, LLC | 34K | $462K | ▼−9.8% Reduced · −4K sh | Q2 2026 | |
| 22 | Steward Partners Investment Advisory, LLC | 33K | $452K | ▲+1.9% Added · +633 sh | Q2 2026 | |
| 23 | Envestnet Asset Management Inc | 29K | $392K | ▲+18% Added · +4K sh | Q1 2026 | |
| 24 | Closed-End Fund Advisors, Inc. | 25K | $343K | ▲+3.4% Added · +822 sh | Q2 2026 | |
| 25 | Concurrent Investment Advisors, LLC | 24K | $331K | ▲+7.1% Added · +2K 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, 2 funds opened a new position in WDI and 12 added to an existing one, while 3 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 10, 2026 | Kumar Nisha | Director | Sell (S) 4 lots, same day | 23K | $301K |
| Mar 11, 2026 | Kumar Nisha | Director | Sell (S) | 4K | $51K |
| Mar 10, 2026 | Kumar Nisha | Director | Sell (S) | 3K | $41K |
| 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) 2 lots, same day | 13K | $190K |
| 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 |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
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 | 32 | 14 | – |
Insiders Form 4 open-market | 0 | 1 | -$301K |
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.
Connected entities for WDI
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/WDI/capital-change-brief"
Use Arkolith's capital_change_brief for WDI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for WDI. Filings are public domain, sourced to SEC EDGAR.