176 tracked 13F filers disclose a position in WINA as of the latest SEC 13F filings, a combined $1.2B 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 | BlackRock, Inc. | $199.4M | 466K | ▲+76% Added · +202K sh | Q1 2026 | |
| 2 | Neuberger Berman Group LLC | $121.7M | 285K | ▼−2.8% Reduced · −8K sh | Q1 2026 | |
| 3 | RENAISSANCE TECHNOLOGIES LLC | $88.0M | 206K | ▼−1.1% Reduced · −2K sh | Q1 2026 | |
| 4 | FIRST TRUST ADVISORS LP | $64.3M | 150K | ▼−1.1% Reduced · −2K sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $58.9M | 138K | →First observed position No prior filed position | Q1 2026 | |
| 6 | STATE STREET CORP | $52.9M | 124K | ▲+48% Added · +40K sh | Q1 2026 | |
| 7 | Port Capital LLC | $42.0M | 98K | ▼~0% Reduced · −2 sh | Q1 2026 | |
| 8 | JACOBS LEVY EQUITY MANAGEMENT, INC | $41.2M | 96K | ▲+0.1% Added · +105 sh | Q1 2026 | |
| 9 | Fisher Asset Management, LLC | $40.8M | 95K | ▼−8.9% Reduced · −9K sh | Q1 2026 | |
| 10 | Nine Ten Capital Management LLC | $35.8M | 84K | —Held | Q1 2026 | |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | $34.8M | 81K | ▲+3.4% Added · +3K sh | Q1 2026 | |
| 12 | ALLIANCEBERNSTEIN L.P. | $30.5M | 75K | ▼−3.5% Reduced · −3K sh | Q1 2026 | |
| 13 | DIMENSIONAL FUND ADVISORS LP | $31.8M | 74K | ▲+5.3% Added · +4K sh | Q1 2026 | |
| 14 | GOLDMAN SACHS GROUP INC | $29.9M | 70K | ▼−15% Reduced · −12K sh | Q1 2026 | |
| 15 | Copeland Capital Management, LLC | $27.8M | 65K | ▼−1.8% Reduced · −1K sh | Q1 2026 | |
| 16 | VANGUARD PORTFOLIO MANAGEMENT LLC | $21.7M | 51K | →First observed position No prior filed position | Q1 2026 | |
| 17 | Man Group plc | $16.0M | 37K | ▲+1.8% Added · +663 sh | Q1 2026 | |
| 18 | NORTHERN TRUST CORP | $15.1M | 35K | ▲+4.7% Added · +2K sh | Q1 2026 | |
| 19 | MORGAN STANLEY | $14.3M | 34K | ▲+67% Added · +13K sh | Q1 2026 | |
| 20 | Bank of New York Mellon Corp | $13.2M | 31K | ▲+32% Added · +7K sh | Q1 2026 | |
| 21 | Rockefeller Capital Management L.P. | $13.1M | 31K | ▼−8.3% Reduced · −3K sh | Q1 2026 | |
| 22 | RAYMOND JAMES FINANCIAL INC | $11.6M | 27K | ▲+45% Added · +9K sh | Q1 2026 | |
| 23 | SCHWARTZ INVESTMENT COUNSEL INC | $11.4M | 27K | —Held | Q1 2026 | |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $11.0M | 26K | ▲+4.0% Added · +991 sh | Q1 2026 | |
| 25 | CITADEL ADVISORS LLC | $9.6M | 22K | ▲+226% Added · +16K 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, 7 funds opened a new position in WINA and 20 added to an existing one, while 15 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 81 funds | $31.3B |
| META PLATFORMS INC-CLASS AMETA | 79 funds | $14.1B |
| COSTCO WHOLESALE CORPCOST | 79 funds | $5.5B |
| APPLE INCAAPL | 78 funds | $34.3B |
| VISA INC-CLASS A SHARESV | 78 funds | $6.7B |
| AMAZON.COM INCAMZN | 77 funds | $23.8B |
| ALPHABET INC-CL AGOOGL | 77 funds | $19.1B |
| ELI LILLY & COLLY | 77 funds | $8.1B |
| UNITEDHEALTH GROUP INCUNH | 77 funds | $2.7B |
| NVIDIA CORPNVDA | 76 funds | $45.4B |
| BROADCOM INCAVGO | 76 funds | $18.0B |
| ALPHABET INC-CL CGOOG | 76 funds | $14.5B |
Ranked by how many of WINA's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 4, 2026 | GRASSLE JENELE C | Director | Sell (S) | 4K | $1.9M |
| Mar 3, 2026 | Tomlinson Percy C Jr | Director | Sell (S) | 2K | $764K |
| Nov 21, 2025 | GRASSLE JENELE C | Director | Sell (S) | 2K | $1.0M |
| Oct 24, 2025 | Gaudette Renae M. | CHIEF OPERATING OFFICER | Sell (S) | 1K | $457K |
| Oct 24, 2025 | Gaudette Renae M. | CHIEF OPERATING OFFICER | Sell (S) | 100 | $44K |
| Sep 17, 2025 | Barbetta Lawrence A | Director | Sell (S) | 216 | $109K |
| Sep 17, 2025 | Barbetta Lawrence A | Director | Sell (S) | 636 | $321K |
| Aug 27, 2025 | HEFFES BRETT D | CHAIR AND CEO, Director | Sell (S) | 2K | $903K |
| Aug 27, 2025 | HEFFES BRETT D | CHAIR AND CEO, Director | Sell (S) | 1K | $538K |
| Aug 27, 2025 | HEFFES BRETT D | CHAIR AND CEO, Director | Sell (S) | 2K | $738K |
| Aug 27, 2025 | HEFFES BRETT D | CHAIR AND CEO, Director | Sell (S) | 170 | $77K |
| Aug 26, 2025 | HEFFES BRETT D | CHAIR AND CEO, Director | Sell (S) | 600 | $275K |
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/WINA/capital-change-brief"
Use Arkolith's capital_change_brief for WINA. 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 WINA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.