WDIV

ST STR SPD S&P Glo Div-US In$80.78 1.13%
UnclassifiedUSCUSIP 78463X459· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
23
+7 QoQ
13F Value (tracked)
$11.5M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)5 adding · 2 trimming
Insider net (180d)$0

Price & smart-money activity

$80.78 1.13%5Y +17.1%
$50.06$58.81$67.57$76.33$85.092021202220232024202520264532363332410253735445465536265462557385
Hover for who · click for detailEnd-of-day closing prices52w $69.29 – $82.67
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Use WDIV data in an agent

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.

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Ask your agent who owns WDIV

This stock page is the Follow view. The Build view lets your agent query WDIV owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/WDIV"
Ask your agent
Use Arkolith to show who owns WDIV,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

23 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1STATE STREET CORP
$6.8M
88K
+38%
Added · +24K sh
Q1 2026
2KINGSWOOD WEALTH ADVISORS, LLC
$1.2M
16K
New
+16K sh
Q1 2026
3WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$776K
10K
−52%
Reduced · −11K sh
Q1 2026
4BROWN BROTHERS HARRIMAN & CO
$674K
9K
Held
Q1 2026
5Compagnie Lombard Odier SCmA
$530K
7K
New
+7K sh
Q1 2026
6FOUNDATIONS INVESTMENT ADVISORS, LLC
$373K
5K
−4.2%
Reduced · −213 sh
Q1 2026
7Kestra Advisory Services, LLC
$267K
3K
+5.7%
Added · +187 sh
Q1 2026
8Private Advisor Group, LLC
$219K
3K
+0.3%
Added · +9 sh
Q1 2026
9Larson Financial Group LLC
$179K
2K
+0.4%
Added · +9 sh
Q1 2026
10GLENMEDE TRUST CO NA
$168K
2K
New
+2K sh
Q1 2026
11CWM, LLC
$74K
965
Held
Q1 2026
12FMR LLC
$70K
905
Held
Q1 2026
13BlackRock, Inc.
$46K
590
Held
Q1 2026
14Steward Partners Investment Advisory, LLC
$32K
414
−24%
Reduced · −129 sh
Q1 2026
15SBI Securities Co., Ltd.
$26K
336
+110%
Added · +176 sh
Q1 2026
16Federation des caisses Desjardins du Quebec
$23K
300
Held
Q1 2026
17BLAIR WILLIAM & CO/IL
$15K
200
New
+200 sh
Q1 2026
18AdvisorNet Financial, Inc
$11K
143
+0.7%
Added · +1 sh
Q1 2026
19Geneos Wealth Management Inc.
$10K
126
Held
Q1 2026
20Sterling Capital Management LLC
$1K
13
−24%
Reduced · −4 sh
Q1 2026
21Sound Income Strategies, LLC
$310
4
+100%
Added · +2 sh
Q1 2026
22NewEdge Advisors, LLC
$309
4
−94%
Reduced · −64 sh
Q1 2026
23ASSETMARK, INC
$77
1
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.

Fund activity: latest quarter

Opened (NEW)
1
funds
Added
4
funds
Reduced
2
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

54 funds+18 since Q2 2022
02754Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $87.6M

Share classes

Class13F holdersValue held
SPDWcs403 funds$24.6B
SPEMcs337 funds$9.3B
FEZcommon195 funds$1.9B
GNRSTATE STREET SPD152 funds$3.1B
CWIcommon148 funds$1.7B
GWXcs134 funds$443.7M
RWOcs110 funds$774.4M
EWXcommon108 funds$409.1M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Funds that own WDIV also own

CompanyCo-held byCombined value
APPLE INCAAPL24 funds$11.7B
MICROSOFT CORPMSFT24 funds$10.3B
ISHARES CORE S&P 500 ETFIVV24 funds$10.2B
NVIDIA CORPNVDA24 funds$10.0B
AMAZON.COM INCAMZN24 funds$7.8B
ALPHABET INC-CL AGOOGL24 funds$7.0B
SS SPDR S&P 500 ETF TRUST-USSPY24 funds$5.8B
ALPHABET INC-CL CGOOG24 funds$4.6B
JPMORGAN CHASE & COJPM24 funds$4.5B
BROADCOM INCAVGO24 funds$4.0B
META PLATFORMS INC-CLASS AMETA24 funds$3.8B
VISA INC-CLASS A SHARESV24 funds$2.8B

Ranked by how many of WDIV's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for WDIV. 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.