Among active 13F managers last quarter, 8 opened and 20 added, while 7 reduced; the largest holder to move was PenderFund Capital Management Ltd. (−2.4%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
89 tracked 13F filers disclose a position in WIW as of the latest SEC 13F filings, a combined $186.6M 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 | 7.2M | $61.0M | ▼−0.4% Reduced · −29K sh | Q1 2026 | |
| 2 | Wells Fargo & Company | 1.4M | $12.0M | ▼−0.3% Reduced · −4K sh | Q1 2026 | |
| 3 | Allspring Global Investments Holdings, LLC | 1.1M | $9.0M | —Held | Q2 2026 | |
| 4 | PenderFund Capital Management Ltd. | 999K | $8.4M | ▼−2.4% Reduced · −24K sh | Q2 2026 | |
| 5 | Rivernorth Capital Management, LLC | 876K | $7.4M | ▼−9.1% Reduced · −87K sh | Q2 2026 | |
| 6 | Guggenheim Capital LLC | 871K | $7.4M | ▼−4.6% Reduced · −42K sh | Q1 2026 | |
| 7 | Bank Of America Corp | 778K | $6.6M | ▲+3.5% Added · +26K sh | Q1 2026 | |
| 8 | 1607 Capital Partners, LLC | 708K | $5.9M | ▼−41% Reduced · −485K sh | Q2 2026 | |
| 9 | LPL Financial LLC | 670K | $5.7M | ▼−9.2% Reduced · −68K sh | Q1 2026 | |
| 10 | Baird Financial Group, Inc. | 557K | $4.7M | ▲+0.1% Added · +517 sh | Q1 2026 | |
| 11 | HighTower Advisors, LLC | 490K | $4.1M | ▼−0.3% Reduced · −1K sh | Q1 2026 | |
| 12 | Capstone Investment Advisors, LLC | 463K | $3.9M | —Held | Q2 2026 | |
| 13 | Atlas Wealth LLC | 416K | $3.5M | ▲New +416K sh | Q2 2026 | |
| 14 | GatePass Capital, LLC | 382K | $3.2M | ▲+293% Added · +284K sh | Q2 2026 | |
| 15 | Waterloo Capital, L.P. | 361K | $3.0M | ▲New +361K sh | Q2 2026 | |
| 16 | First Trust Advisors LP | 353K | $3.0M | ▲+9.7% Added · +31K sh | Q1 2026 | |
| 17 | Osaic Holdings, Inc. | 283K | $2.4M | ▼−1.3% Reduced · −4K sh | Q1 2026 | |
| 18 | Stifel Financial Corp | 266K | $2.2M | ▼−0.8% Reduced · −2K sh | Q1 2026 | |
| 19 | Riverbridge Partners LLC | 252K | $2.1M | ▲+2.9% Added · +7K sh | Q2 2026 | |
| 20 | Raymond James Financial Inc | 252K | $2.1M | ▲+34% Added · +64K sh | Q1 2026 | |
| 21 | Matisse Capital | 230K | $1.9M | —Held | Q2 2026 | |
| 22 | TrueMark Investments, LLC | 204K | $1.7M | ▲+7.1% Added · +13K sh | Q2 2026 | |
| 23 | Advisors Asset Management, Inc. | 196K | $1.6M | ▲New +196K sh | Q2 2026 | |
| 24 | Atala Financial Inc | 193K | $1.6M | —Held | Q2 2026 | |
| 25 | Summit Financial, LLC | 174K | $1.5M | ▲+23% Added · +33K sh | Q2 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, 8 funds opened a new position in WIW and 20 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 |
|---|---|---|
| Microsoft CorpMSFT | 42 funds | $8.4B |
| Amazon.com IncAMZN | 41 funds | $7.9B |
| Alphabet Inc-CL CGOOG | 41 funds | $3.7B |
| Apple IncAAPL | 40 funds | $10.4B |
| Alphabet Inc-CL AGOOGL | 39 funds | $6.2B |
| JPMorgan Chase & CoJPM | 39 funds | $2.2B |
| Nvidia CorpNVDA | 38 funds | $11.6B |
| SS SPDR S&P 500 ETF Trust-USSPY | 38 funds | $2.5B |
| Eli Lilly & CoLLY | 38 funds | $2.5B |
| Procter & Gamble CoPG | 38 funds | $974.0M |
| Meta Platforms Inc-Class AMETA | 37 funds | $3.2B |
| Costco Wholesale CorpCOST | 37 funds | $1.6B |
Ranked by how many of WIW's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in WIW.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 27, 2023 | Larson Michael | Director | Buy (P) | 5K | $42K |
| Jul 15, 2022 | Larson Michael | Director | Buy (P) | 5K | $51K |
| May 31, 2022 | Cascade Investment, L.l.c. | 10% Owner | Buy (P) | 149K | $1.7M |
| May 27, 2022 | Cascade Investment, L.l.c. | 10% Owner | Buy (P) | 39K | $434K |
| May 26, 2022 | Cascade Investment, L.l.c. | 10% Owner | Buy (P) | 47K | $522K |
| May 25, 2022 | Cascade Investment, L.l.c. | 10% Owner | Buy (P) | 63K | $696K |
| May 24, 2022 | Gates William H III | 10% Owner | Buy (P) | 41K | $440K |
| May 23, 2022 | Gates William H III | 10% Owner | Buy (P) | 16K | $167K |
| May 20, 2022 | Cascade Investment, L.l.c. | 10% Owner | Buy (P) | 30K | $312K |
| May 19, 2022 | Cascade Investment, L.l.c. | 10% Owner | Buy (P) | 64K | $675K |
| May 18, 2022 | Gates William H III | 10% Owner | Buy (P) | 51K | $542K |
| Apr 1, 2019 | Toupin Ronald E Jr | Director | Buy (P) | 250 | $3K |
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 | 31 | 19 | – |
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 WIW
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/WIW/capital-change-brief"
Use Arkolith's capital_change_brief for WIW. 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 WIW. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.