WIW

Western Asst Infl-LNK Opp$8.26 0.24%
UnclassifiedUSCUSIP 95766R104· EOD Jul 31, 2026◍ Confluence graph
Tracked 13F Holders
73
-46 QoQ
13F Value (tracked)
$185.3M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
7
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)20 adding · 7 trimming
Insider net (180d)$0

Price & smart-money activity

$8.26 0.24%5Y -37.9%
$7.64$9.32$11.00$12.67$14.3520212022202320242025202637510799676814578867577987789131114111215161117162013136
Hover for who · click for detailEnd-of-day closing prices52w $8.26 – $9.01

Who owns WIW?

73 tracked 13F filers

73 tracked 13F filers disclose a position in WIW as of the latest SEC 13F filings, a combined $185.3M 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.

#FundPosition valueSharesLast moveAs ofHistory
1MORGAN STANLEY
$61.0M
7.2M
−0.4%
Reduced · −29K sh
Q1 2026
2WELLS FARGO & COMPANY/MN
$12.0M
1.4M
−0.3%
Reduced · −4K sh
Q1 2026
31607 Capital Partners, LLC
$10.1M
1.2M
Held
Q1 2026
4Allspring Global Investments Holdings, LLC
$9.1M
1.1M
Held
Q1 2026
5PenderFund Capital Management Ltd.
$8.7M
1.0M
+0.8%
Added · +8K sh
Q1 2026
6RIVERNORTH CAPITAL MANAGEMENT, LLC
$8.2M
963K
−15%
Reduced · −166K sh
Q1 2026
7GUGGENHEIM CAPITAL LLC
$7.4M
871K
−4.6%
Reduced · −42K sh
Q1 2026
8BANK OF AMERICA CORP /DE/
$6.6M
778K
+3.5%
Added · +26K sh
Q1 2026
9LPL Financial LLC
$5.7M
670K
−9.2%
Reduced · −68K sh
Q1 2026
10Baird Financial Group, Inc.
$4.7M
557K
+0.1%
Added · +517 sh
Q1 2026
11HighTower Advisors, LLC
$4.1M
490K
−0.3%
Reduced · −1K sh
Q1 2026
12CAPSTONE INVESTMENT ADVISORS, LLC
$3.9M
463K
Held
Q1 2026
13Atlas Wealth LLC
$3.5M
416K
New
+416K sh
Q2 2026
14GatePass Capital, LLC
$3.2M
382K
+293%
Added · +284K sh
Q2 2026
15Waterloo Capital, L.P.
$3.0M
361K
New
+361K sh
Q2 2026
16FIRST TRUST ADVISORS LP
$3.0M
353K
+9.7%
Added · +31K sh
Q1 2026
17OSAIC HOLDINGS, INC.
$2.4M
283K
−1.3%
Reduced · −4K sh
Q1 2026
18STIFEL FINANCIAL CORP
$2.2M
266K
−0.8%
Reduced · −2K sh
Q1 2026
19RIVERBRIDGE PARTNERS LLC
$2.1M
252K
+2.9%
Added · +7K sh
Q2 2026
20RAYMOND JAMES FINANCIAL INC
$2.1M
252K
+34%
Added · +64K sh
Q1 2026
21TrueMark Investments, LLC
$1.7M
204K
+7.1%
Added · +13K sh
Q2 2026
22Atala Financial Inc
$1.6M
193K
Held
Q2 2026
23Ionic Capital Management LLC
$1.4M
170K
Held
Q1 2026
24Closed-End Fund Advisors, Inc.
$1.3M
157K
+0.5%
Added · +755 sh
Q2 2026
25NWF Advisory Services Inc.
$1.2M
145K
−7.5%
Reduced · −12K 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.

Is WIW being bought or sold by institutions?

Last quarter, 6 funds opened a new position in WIW and 14 added to an existing one, while 7 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).

Opened (NEW)
6
funds
Added
14
funds
Reduced
7
funds
Exited
0
funds

Funds that own WIW also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT33 funds$7.6B
ALPHABET INC-CL CGOOG33 funds$3.3B
APPLE INCAAPL31 funds$8.2B
AMAZON.COM INCAMZN30 funds$6.4B
ALPHABET INC-CL AGOOGL30 funds$5.5B
JPMORGAN CHASE & COJPM30 funds$1.9B
NVIDIA CORPNVDA29 funds$11.0B
BROADCOM INCAVGO29 funds$3.5B
SS SPDR S&P 500 ETF TRUST-USSPY29 funds$2.3B
JOHNSON & JOHNSONJNJ29 funds$1.9B
INVESCO QQQ TRUST SERIES 1QQQ29 funds$1.7B
COSTCO WHOLESALE CORPCOST29 funds$1.5B

Ranked by how many of WIW's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$0
0 insiders
Net
$0
0 P/S txns
Signal
Mixed
open-market
DateInsiderRoleActionSharesValue
Sep 27, 2023LARSON MICHAELDirectorBuy (P)5K$42K
Jul 15, 2022LARSON MICHAELDirectorBuy (P)5K$51K
May 31, 2022CASCADE INVESTMENT, L.L.C.10% OwnerBuy (P)149K$1.7M
May 27, 2022CASCADE INVESTMENT, L.L.C.10% OwnerBuy (P)39K$434K
May 26, 2022CASCADE INVESTMENT, L.L.C.10% OwnerBuy (P)47K$522K
May 25, 2022CASCADE INVESTMENT, L.L.C.10% OwnerBuy (P)63K$696K
May 24, 2022GATES WILLIAM H III10% OwnerBuy (P)41K$440K
May 23, 2022GATES WILLIAM H III10% OwnerBuy (P)16K$167K
May 20, 2022CASCADE INVESTMENT, L.L.C.10% OwnerBuy (P)30K$312K
May 19, 2022CASCADE INVESTMENT, L.L.C.10% OwnerBuy (P)64K$675K
May 18, 2022GATES WILLIAM H III10% OwnerBuy (P)51K$542K

Institutional ownership over time

27 funds-32 since Q3 2024
03773Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $24.3M

Recent filings

7 shown

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Connected entities for WIW

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Ask your agent what changed in 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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/WIW/capital-change-brief"
Ask your agent
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.