15 tracked 13F filers disclose a position in WEEI as of the latest SEC 13F filings, a combined $19.4M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | WESTWOOD HOLDINGS GROUP INC | $12.3M | 501K | ▲+0.6% Added · +3K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $4.3M | 175K | ▲11× Added · +160K sh | Q1 2026 | |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $553K | 22K | ▼−36% Reduced · −13K sh | Q1 2026 | |
| 4 | Stratos Wealth Partners, LTD. | $463K | 21K | ▲New +21K sh | Q2 2026 | |
| 5 | NOTTINGHAM ADVISORS, INC. | $454K | 19K | ▲+61% Added · +7K sh | Q2 2026 | |
| 6 | Wealthcare Advisory Partners LLC | $394K | 18K | ▲+1.1% Added · +196 sh | Q2 2026 | |
| 7 | CHAPIN DAVIS, INC. | $354K | 16K | ▲+78% Added · +7K sh | Q2 2026 | |
| 8 | Private Advisor Group, LLC | $319K | 14K | ▲+0.3% Added · +49 sh | Q2 2026 | |
| 9 | Founders Financial Alliance, LLC | $154K | 7K | —Held | Q2 2026 | |
| 10 | UMB Bank, n.a. | $44K | 2K | ▲New +2K sh | Q2 2026 | |
| 11 | OSAIC HOLDINGS, INC. | $20K | 794 | ▲New +794 sh | Q1 2026 | |
| 12 | UBS Group AG | $7K | 304 | ▲New +304 sh | Q1 2026 | |
| 13 | City State Bank | $4K | 200 | ▲New +200 sh | Q2 2026 | |
| 14 | Osbon Capital Management LLC | $995 | 45 | ▲New +45 sh | Q2 2026 | |
| 15 | MORGAN STANLEY | $33 | 1 | ▲New +1 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, 1 fund opened a new position in WEEI and 4 added to an existing one, while 0 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| VANGUARD FTSE DEVELOPED ETFVEA | 6 funds | $355.0M |
| APPLE INCAAPL | 6 funds | $234.3M |
| AMAZON.COM INCAMZN | 6 funds | $175.8M |
| MICROSOFT CORPMSFT | 6 funds | $173.2M |
| NVIDIA CORPNVDA | 6 funds | $170.0M |
| ISHARES CORE S&P 500 ETFIVV | 6 funds | $155.3M |
| JPMORGAN CHASE & COJPM | 6 funds | $145.6M |
| JOHNSON & JOHNSONJNJ | 6 funds | $139.8M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 6 funds | $117.1M |
| VANGUARD S&P 500 ETFVOO | 6 funds | $89.0M |
| INVESCO QQQ TRUST SERIES 1QQQ | 6 funds | $87.3M |
| ISHARES CORE S&P MIDCAP ETFIJH | 6 funds | $86.6M |
Ranked by how many of WEEI's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| MDSTWESTWOOD SALIENT | 29 funds | $112.9M |
| WEEIthis pageWESTWOOD SALIENT | 15 funds | $19.4M |
| 90386K639Q3 ALL SEASN ACT | 12 funds | $7.1M |
| QTACQ3 ALL SEASON | 9 funds | $41.4M |
| YLDWWESTWOOD ENHANCE | 2 funds | $17.5M |
| 90386K712OPEN END TAXABLE LOAD FUND | 1 funds | $4K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for WEEI
This ETF 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/WEEI/capital-change-brief"
Use Arkolith's capital_change_brief for WEEI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for WEEI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.