Among active 13F managers last quarter, 2 opened and 3 added, while 7 reduced; the largest holder to move was Whipplewood Advisors, LLC (−3.5%). No open-market insider trades in the last 180 days.
Funds lean out and no leg opposes.
35 tracked 13F filers disclose a position in WEA as of the latest SEC 13F filings, a combined $59.7M 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 | 2.1M | $22.3M | ▲+7.1% Added · +140K sh | Q1 2026 | |
| 2 | Allspring Global Investments Holdings, LLC | 490K | $5.2M | —Held | Q2 2026 | |
| 3 | LPL Financial LLC | 415K | $4.4M | ▲+28% Added · +90K sh | Q1 2026 | |
| 4 | Whipplewood Advisors, LLC | 357K | $3.8M | ▼−3.5% Reduced · −13K sh | Q2 2026 | |
| 5 | Raymond James Financial Inc | 349K | $3.7M | ▲+47% Added · +112K sh | Q1 2026 | |
| 6 | 1607 Capital Partners, LLC | 261K | $2.8M | ▼−19% Reduced · −61K sh | Q2 2026 | |
| 7 | Guggenheim Capital LLC | 225K | $2.4M | ▼−16% Reduced · −44K sh | Q1 2026 | |
| 8 | Private Advisor Group, LLC | 209K | $2.2M | ▼−7.3% Reduced · −16K sh | Q2 2026 | |
| 9 | Fiera Capital Corp | 190K | $2.0M | ▲+3.3% Added · +6K sh | Q2 2026 | |
| 10 | Hennion & Walsh Asset Management, Inc. | 129K | $1.4M | ▼−1.4% Reduced · −2K sh | Q2 2026 | |
| 11 | Bank Of America Corp | 119K | $1.3M | ▲+4.1% Added · +5K sh | Q1 2026 | |
| 12 | Kestra Advisory Services, LLC | 119K | $1.3M | ▲New +119K sh | Q2 2026 | |
| 13 | ProVise Management Group, LLC | 112K | $1.2M | ▼−5.0% Reduced · −6K sh | Q2 2026 | |
| 14 | Invictus Private Wealth, LLC | 107K | $1.1M | ▲+3.0% Added · +3K sh | Q2 2026 | |
| 15 | Insight Wealth Partners, LLC | 80K | $851K | ▼−7.7% Reduced · −7K sh | Q2 2026 | |
| 16 | Advisory Services Network, LLC | 70K | $740K | ▼−2.5% Reduced · −2K sh | Q1 2026 | |
| 17 | Integrated Wealth Concepts LLC | 56K | $594K | ▲+1.0% Added · +563 sh | Q2 2026 | |
| 18 | Riverbridge Partners LLC | 50K | $532K | ▲New +50K sh | Q2 2026 | |
| 19 | Calamos Advisors LLC | 37K | $398K | ▲+171% Added · +24K sh | Q2 2026 | |
| 20 | Commonwealth Equity Services, LLC | 30K | $322K | ▲+5.6% Added · +2K sh | Q1 2026 | |
| 21 | Citadel Advisors LLC | 28K | $301K | ▲New +28K sh | Q2 2026 | |
| 22 | Smith Asset Management Co., LLC | 18K | $196K | —Held | Q2 2026 | |
| 23 | Melfa Wealth Management, Inc. | 17K | $184K | —Held | Q2 2026 | |
| 24 | Royal Bank Of Canada | 15K | $156K | ▲+28% Added · +3K sh | Q1 2026 | |
| 25 | Wells Fargo & Company | 9K | $93K | ▲+6.0% Added · +501 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.
Last quarter, 2 funds opened a new position in WEA and 3 added to an existing one, while 7 reduced. 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 |
|---|---|---|
| Apple IncAAPL | 13 funds | $5.8B |
| Amazon.com IncAMZN | 13 funds | $5.7B |
| Microsoft CorpMSFT | 13 funds | $4.9B |
| Alphabet Inc-CL AGOOGL | 13 funds | $4.9B |
| Walmart IncWMT | 13 funds | $1.4B |
| SS SPDR S&P 500 ETF Trust-USSPY | 13 funds | $808.7M |
| Ishares Core S&P 500 ETFIVV | 12 funds | $14.1B |
| Taiwan Semiconductor-SP ADRTSM | 12 funds | $2.4B |
| Johnson & JohnsonJNJ | 12 funds | $1.3B |
| Visa Inc-Class A SharesV | 12 funds | $1.1B |
| Netflix IncNFLX | 12 funds | $1.1B |
| TJX Companies IncTJX | 12 funds | $1.0B |
Ranked by how many of WEA's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in WEA.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jan 20, 2023 | Olson Ronald L | Director | Sell (S) | 18K | $202K |
| Dec 23, 2022 | Olson Ronald L | Director | Buy (P) | 20K | $224K |
| Dec 21, 2022 | Siart William E B | Director | Buy (P) | 10K | $108K |
| Jun 27, 2014 | Fuller Kenneth | President and CEO, Director | Buy (P) | 1K | $15K |
| Jun 18, 2014 | Western Asset Management Co | Insider | Sell (S) | 21K | $319K |
| Jan 3, 2012 | Walsh Stephen A | Insider | Sell (S) | 500 | $8K |
| Jun 2, 2011 | Walsh Stephen A | Insider | Sell (S) | 500 | $8K |
| Aug 26, 2010 | Merrill Lynch, Pierce, Fenner & Smith Inc. | 10% Owner | Buy (P) | 1 | $14 |
| Aug 26, 2010 | Merrill Lynch, Pierce, Fenner & Smith Inc. | 10% Owner | Sell (S) | 1 | $15 |
| Jul 13, 2010 | Walsh Stephen A | Director | Sell (S) | 29 | $425 |
| Sep 17, 2008 | Walsh Stephen A | Insider | Buy (P) | 900 | $8K |
| Sep 16, 2008 | Walsh Stephen A | Insider | Buy (P) | 100 | $955 |
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 | 12 | 12 | – |
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.
Connected entities for WEA
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/WEA/capital-change-brief"
Use Arkolith's capital_change_brief for WEA. 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 WEA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.