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/WLY/capital-change-brief"
Use Arkolith's capital_change_brief for WLY. 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. | $234.8M | 6.2M | ▲+0.5% Added · +31K sh | Q1 2026 | |
| 2 | Neuberger Berman Group LLC | $115.0M | 3.0M | ▼−1.6% Reduced · −50K sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $95.3M | 2.5M | ▲New +2.5M sh | Q1 2026 | |
| 4 | SCHRODER INVESTMENT MANAGEMENT GROUP | $90.8M | 2.4M | ▲+32% Added · +575K sh | Q1 2026 | |
| 5 | STATE STREET CORP | $82.9M | 2.2M | ▲+28% Added · +480K sh | Q1 2026 | |
| 6 | DIMENSIONAL FUND ADVISORS LP | $69.7M | 1.8M | ▲+14% Added · +229K sh | Q1 2026 | |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | $65.5M | 1.7M | ▲New +1.7M sh | Q1 2026 | |
| 8 | BANK OF MONTREAL /CAN/ | $60.6M | 1.6M | ▲+260% Added · +1.1M sh | Q1 2026 | |
| 9 | BROWN ADVISORY INC | $46.1M | 1.2M | ▲+16% Added · +167K sh | Q1 2026 | |
| 10 | SILVERCREST ASSET MANAGEMENT GROUP LLC | $37.1M | 973K | ▲+5.6% Added · +51K sh | Q1 2026 | |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | $37.0M | 971K | ▲+1.8% Added · +17K sh | Q1 2026 | |
| 12 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $31.3M | 822K | ▲+3.4% Added · +27K sh | Q1 2026 | |
| 13 | Bank of New York Mellon Corp | $30.3M | 796K | ▼−3.8% Reduced · −32K sh | Q1 2026 | |
| 14 | PALISADE CAPITAL MANAGEMENT, LP | $29.8M | 781K | ▼−5.0% Reduced · −41K sh | Q1 2026 | |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $28.5M | 748K | ▲+11% Added · +76K sh | Q1 2026 | |
| 16 | MORGAN STANLEY | $26.1M | 684K | ▲+10% Added · +62K sh | Q1 2026 | |
| 17 | Madison Avenue Partners, LP | $25.8M | 678K | ▼−41% Reduced · −469K sh | Q1 2026 | |
| 18 | JPMORGAN CHASE & CO | $23.3M | 614K | ▼−3.2% Reduced · −21K sh | Q1 2026 | |
| 19 | JANE STREET GROUP, LLC | $16.8M | 441K | ▲54× Added · +433K sh | Q1 2026 | |
| 20 | FMR LLC | $15.5M | 408K | ▲+7.7% Added · +29K sh | Q1 2026 | |
| 21 | NORTHERN TRUST CORP | $15.4M | 404K | ▲+5.6% Added · +21K sh | Q1 2026 | |
| 22 | Access Investment Management LLC | $14.0M | 367K | ▲+135% Added · +211K sh | Q1 2026 | |
| 23 | Allianz Asset Management GmbH | $14.0M | 366K | ▲+52% Added · +126K sh | Q1 2026 | |
| 24 | MARSHALL WACE, LLP | $13.7M | 359K | ▼−10% Reduced · −41K sh | Q1 2026 | |
| 25 | GOLDMAN SACHS GROUP INC | $13.5M | 354K | ▼−34% Reduced · −179K 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 |
|---|---|---|---|---|---|
| Jan 9, 2026 | WILEY DEBORAH E | 10% Owner | Disposed to issuer (D) | 75K | $2.3M |
| Apr 25, 2023 | Birnbaum Beth A | Director | Grant (A) | 132 | $5K |
| Apr 25, 2023 | BELL GEORGE | Director | Grant (A) | 233 | $9K |
| Apr 25, 2023 | Baker Mari Jean | Director | Grant (A) | 267 | $10K |
| Apr 25, 2023 | Dobson David C | Director | Grant (A) | 177 | $7K |
| Apr 25, 2023 | MCDANIEL RAYMOND W | Director | Grant (A) | 436 | $16K |
| Apr 25, 2023 | Leshin Laurie A | Director | Grant (A) | 193 | $7K |
| Apr 25, 2023 | Hemphill Brian O | Director | Grant (A) | 36 | $1K |
| Apr 25, 2023 | Singh Inder M | Director | Grant (A) | 46 | $2K |
| Mar 29, 2023 | BELL GEORGE | Director | Grant (A) | 395 | $15K |
| Mar 29, 2023 | Leavy Matthew | EVP & GM, APL | Sell (S) | 5K | $168K |
| Jan 12, 2023 | Matin Aref | EVP, Chief Technology Officer | Sell (S) | 11K | $498K |
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 68 funds | $43.9B |
| MICROSOFT CORPMSFT | 68 funds | $36.2B |
| ELI LILLY & COLLY | 68 funds | $9.5B |
| COSTCO WHOLESALE CORPCOST | 68 funds | $6.6B |
| UNITEDHEALTH GROUP INCUNH | 68 funds | $3.5B |
| ALPHABET INC-CL AGOOGL | 67 funds | $24.2B |
| BROADCOM INCAVGO | 67 funds | $19.3B |
| META PLATFORMS INC-CLASS AMETA | 67 funds | $15.5B |
| ADVANCED MICRO DEVICESAMD | 67 funds | $4.2B |
| BANK OF AMERICA CORPBAC | 67 funds | $3.6B |
| REGENERON PHARMACEUTICALSREGN | 67 funds | $1.4B |
| NVIDIA CORPNVDA | 66 funds | $52.9B |
Ranked by how many of WLY'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 WLY. 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.