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/WH/capital-change-brief"
Use Arkolith's capital_change_brief for WH. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $599.0M | 7.4M | ▲+1.7% Added · +126K sh | Q1 2026 | |
| 2 | T. Rowe Price Investment Management, Inc. | Withheld | 4.4M | ▼−15% Reduced · −789K sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $284.4M | 3.5M | ▲New +3.5M sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $274.0M | 3.4M | ▲New +3.4M sh | Q1 2026 | |
| 5 | Boston Partners | $245.8M | 3.0M | ▲+1.6% Added · +48K sh | Q1 2026 | |
| 6 | NORGES BANK | $219.5M | 2.9M | ▲+116% Added · +1.6M sh | Q4 2025 | |
| 7 | STATE STREET CORP | $195.4M | 2.4M | ▲+1.5% Added · +36K sh | Q1 2026 | |
| 8 | CITADEL ADVISORS LLC | $190.6M | 2.3M | ▲+13% Added · +274K sh | Q1 2026 | |
| 9 | Alyeska Investment Group, L.P. | $186.7M | 2.3M | ▲+9.0% Added · +190K sh | Q1 2026 | |
| 10 | MORGAN STANLEY | $182.1M | 2.2M | ▼−22% Reduced · −631K sh | Q1 2026 | |
| 11 | BANK OF MONTREAL /CAN/ | $173.1M | 2.1M | ▼−17% Reduced · −432K sh | Q1 2026 | |
| 12 | JPMORGAN CHASE & CO | $130.7M | 1.6M | ▲+3.4% Added · +53K sh | Q1 2026 | |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | $124.8M | 1.5M | ▲+1.5% Added · +23K sh | Q1 2026 | |
| 14 | BALYASNY ASSET MANAGEMENT L.P. | $116.0M | 1.4M | ▲+253% Added · +1.0M sh | Q1 2026 | |
| 15 | Ilex Capital Partners (UK) LLP | $113.1M | 1.4M | ▲+139% Added · +810K sh | Q1 2026 | |
| 16 | Champlain Investment Partners, LLC | $111.9M | 1.4M | ▼−22% Reduced · −395K sh | Q1 2026 | |
| 17 | DIMENSIONAL FUND ADVISORS LP | $111.4M | 1.4M | ▲+2.2% Added · +29K sh | Q1 2026 | |
| 18 | FMR LLC | $107.0M | 1.3M | ▼−2.7% Reduced · −37K sh | Q1 2026 | |
| 19 | Findlay Park Partners LLP | $100.4M | 1.2M | ▲New +1.2M sh | Q1 2026 | |
| 20 | MILLENNIUM MANAGEMENT LLC | $89.0M | 1.1M | ▲341× Added · +1.1M sh | Q1 2026 | |
| 21 | TREMBLANT CAPITAL GROUP | $82.3M | 1.0M | ▼−1.9% Reduced · −19K sh | Q1 2026 | |
| 22 | DEPRINCE RACE & ZOLLO INC | $77.8M | 958K | ▲+229% Added · +667K sh | Q1 2026 | |
| 23 | GOLDMAN SACHS GROUP INC | $76.3M | 939K | ▲+53% Added · +325K sh | Q1 2026 | |
| 24 | BROWN BROTHERS HARRIMAN & CO | $72.4M | 892K | ▲+12% Added · +94K sh | Q1 2026 | |
| 25 | UBS Group AG | $72.0M | 886K | ▲+74% Added · +376K 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 15, 2026 | Ballotti Geoffrey A | President and CEO, Director | Option exercise (M) | 20K | $1.3M |
| Jun 15, 2026 | Ballotti Geoffrey A | President and CEO, Director | Sell (S) | 3K | $249K |
| Jun 15, 2026 | Ballotti Geoffrey A | President and CEO, Director | Sell (S) | 14K | $1.2M |
| Jun 15, 2026 | Ballotti Geoffrey A | President and CEO, Director | Sell (S) | 958 | $78K |
| Jun 15, 2026 | Ballotti Geoffrey A | President and CEO, Director | Option exercise (M) | 20K | $0 |
| Jun 2, 2026 | Ballotti Geoffrey A | President and CEO, Director | Gift (G) | 13K | $0 |
| May 7, 2026 | Rossi Nicola | Chief Accounting Officer | Sell (S) | 7K | $601K |
| May 1, 2026 | BIBLOWIT MYRA J | Director | Grant (A) | 402 | $32K |
| May 1, 2026 | BIBLOWIT MYRA J | Director | Grant (A) | 491 | $40K |
| May 1, 2026 | BUCKMAN JAMES E | Director | Grant (A) | 1K | $82K |
| May 1, 2026 | Deoras Mukul | Director | Grant (A) | 518 | $42K |
| May 1, 2026 | CHURCHILL BRUCE | Director | Grant (A) | 573 | $46K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 137 funds | $59.6B |
| AMAZON.COM INCAMZN | 135 funds | $46.9B |
| ALPHABET INC-CL AGOOGL | 135 funds | $38.3B |
| MASTERCARD INC - AMA | 135 funds | $11.6B |
| VISA INC-CLASS A SHARESV | 135 funds | $11.6B |
| ELI LILLY & COLLY | 134 funds | $14.3B |
| JPMORGAN CHASE & COJPM | 133 funds | $19.0B |
| LAM RESEARCH CORPLRCX | 133 funds | $6.0B |
| NVIDIA CORPNVDA | 132 funds | $85.1B |
| APPLE INCAAPL | 132 funds | $70.0B |
| BROADCOM INCAVGO | 132 funds | $30.2B |
| META PLATFORMS INC-CLASS AMETA | 132 funds | $26.1B |
Ranked by how many of WH'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 WH. 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.