227 tracked 13F filers disclose a position in WLY as of the latest SEC 13F filings, a combined $1.6B 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. | $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 | →First observed position No prior filed position | Q1 2026 | |
| 4 | SCHRODER INVESTMENT MANAGEMENT GROUP | $90.8M | 2.4M | ▲+32% Added · +575K sh | Q1 2026 | |
| 5 | STATE STREET CORP | $109.7M | 2.3M | ▲+4.0% Added · +88K sh | Q2 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 | →First observed position No prior filed position | 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 | GEODE CAPITAL MANAGEMENT, LLC | $48.8M | 1.0M | ▲+3.6% Added · +35K sh | Q2 2026 | |
| 11 | SILVERCREST ASSET MANAGEMENT GROUP LLC | $37.1M | 973K | ▲+5.6% Added · +51K sh | Q1 2026 | |
| 12 | NEUMEIER POMA INVESTMENT COUNSEL LLC | $42.0M | 865K | ▲+111% Added · +455K sh | Q2 2026 | |
| 13 | Bank of New York Mellon Corp | $30.3M | 796K | ▼−3.8% Reduced · −32K sh | Q1 2026 | |
| 14 | Clarkston Capital Partners, LLC | $36.8M | 759K | ▼−19% Reduced · −183K sh | Q2 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 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $25.6M | 527K | ▼−36% Reduced · −295K sh | Q2 2026 | |
| 20 | JANE STREET GROUP, LLC | $16.8M | 441K | ▲54× Added · +433K sh | Q1 2026 | |
| 21 | FMR LLC | $15.5M | 408K | ▲+7.7% Added · +29K sh | Q1 2026 | |
| 22 | NORTHERN TRUST CORP | $15.4M | 404K | ▲+5.6% Added · +21K sh | Q1 2026 | |
| 23 | PALISADE CAPITAL MANAGEMENT, LP | $18.0M | 371K | ▼−53% Reduced · −410K sh | Q2 2026 | |
| 24 | Allianz Asset Management GmbH | $14.0M | 366K | ▲+52% Added · +126K sh | Q1 2026 | |
| 25 | Access Investment Management LLC | $17.8M | 366K | ▼−0.1% Reduced · −526 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, 6 funds opened a new position in WLY and 27 added to an existing one, while 20 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 | 117 funds | $226.8B |
| AMAZON.COM INCAMZN | 114 funds | $165.4B |
| APPLE INCAAPL | 113 funds | $241.5B |
| ALPHABET INC-CL AGOOGL | 113 funds | $136.3B |
| NVIDIA CORPNVDA | 112 funds | $329.5B |
| ALPHABET INC-CL CGOOG | 112 funds | $108.3B |
| JPMORGAN CHASE & COJPM | 112 funds | $48.5B |
| JOHNSON & JOHNSONJNJ | 111 funds | $37.5B |
| META PLATFORMS INC-CLASS AMETA | 110 funds | $94.2B |
| ELI LILLY & COLLY | 109 funds | $64.0B |
| BROADCOM INCAVGO | 108 funds | $132.8B |
| MASTERCARD INC - AMA | 108 funds | $46.3B |
Ranked by how many of WLY's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 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 |
| Dec 14, 2022 | McMahan Danielle | EVP, Chief People and Bus Ops | Sell (S) | 2K | $68K |
| Class | 13F holders | Value held |
|---|---|---|
| WLYthis pagecommon | 227 funds | $1.6B |
| WLYBStock | 16 funds | $9.0M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for WLY
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.
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.