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/WMS/capital-change-brief"
Use Arkolith's capital_change_brief for WMS. 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. | $1.0B | 7.4M | ▲+4.4% Added · +311K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $495.8M | 3.6M | ▲New +3.6M sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $469.5M | 3.4M | ▲New +3.4M sh | Q1 2026 | |
| 4 | STATE STREET CORP | $341.4M | 2.5M | ▲+0.8% Added · +20K sh | Q1 2026 | |
| 5 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $336.0M | 2.5M | ▼−4.1% Reduced · −105K sh | Q1 2026 | |
| 6 | Pictet Asset Management Holding SA | $302.3M | 2.2M | ▲+33% Added · +546K sh | Q1 2026 | |
| 7 | BAILLIE GIFFORD & CO | $280.8M | 2.0M | ▼−8.8% Reduced · −197K sh | Q1 2026 | |
| 8 | FIRST TRUST ADVISORS LP | $280.3M | 2.0M | ▼−16% Reduced · −379K sh | Q1 2026 | |
| 9 | Impax Asset Management Group plc | $264.3M | 1.9M | ▼−6.7% Reduced · −139K sh | Q1 2026 | |
| 10 | AMERICAN CENTURY COMPANIES INC | $227.3M | 1.7M | ▲+9.5% Added · +144K sh | Q1 2026 | |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | $184.5M | 1.3M | ▲+5.8% Added · +73K sh | Q1 2026 | |
| 12 | MORGAN STANLEY | $182.8M | 1.3M | ▼−22% Reduced · −377K sh | Q1 2026 | |
| 13 | Amundi | $176.7M | 1.3M | ▲+0.7% Added · +9K sh | Q1 2026 | |
| 14 | DIMENSIONAL FUND ADVISORS LP | $163.4M | 1.2M | ▲+0.2% Added · +3K sh | Q1 2026 | |
| 15 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $151.7M | 1.1M | ▼−7.1% Reduced · −84K sh | Q1 2026 | |
| 16 | NORGES BANK | $156.6M | 1.1M | ▲+36% Added · +289K sh | Q4 2025 | |
| 17 | Impactive Capital LP | $117.5M | 856K | ▼−41% Reduced · −601K sh | Q1 2026 | |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $96.4M | 703K | ▼−2.1% Reduced · −15K sh | Q1 2026 | |
| 19 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $89.9M | 656K | ▼−4.7% Reduced · −32K sh | Q1 2026 | |
| 20 | Mirova US LLC | $86.2M | 629K | ▼−4.9% Reduced · −32K sh | Q1 2026 | |
| 21 | JANUS HENDERSON GROUP PLC | $81.3M | 593K | ▼−1.0% Reduced · −6K sh | Q1 2026 | |
| 22 | NORTHERN TRUST CORP | $80.8M | 589K | ▲+1.0% Added · +6K sh | Q1 2026 | |
| 23 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $80.3M | 586K | ▲+8.1% Added · +44K sh | Q1 2026 | |
| 24 | WESTWOOD HOLDINGS GROUP INC | $75.9M | 553K | ▲+29% Added · +124K sh | Q1 2026 | |
| 25 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $75.4M | 550K | ▲+267% Added · +400K 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 |
|---|---|---|---|---|---|
| Jun 12, 2026 | BARBOUR D. SCOTT | See Remarks, Director | Other (J) | 511 | $69K |
| Jun 12, 2026 | BARBOUR D. SCOTT | See Remarks, Director | Other (J) | 511 | $69K |
| May 26, 2026 | KING BRIAN W. | Executive Vice President | Grant (A) | 950 | $0 |
| May 26, 2026 | KING BRIAN W. | Executive Vice President | Grant (A) | 2K | $0 |
| May 26, 2026 | MAKOWSKI TIM A | See Remarks | Grant (A) | 847 | $0 |
| May 26, 2026 | MAKOWSKI TIM A | See Remarks | Grant (A) | 2K | $0 |
| May 26, 2026 | Coyle Patrick M. Jr | See Remarks | Grant (A) | 1K | $0 |
| May 26, 2026 | Coyle Patrick M. Jr | See Remarks | Grant (A) | 3K | $0 |
| May 26, 2026 | BARBOUR D. SCOTT | See Remarks, Director | Grant (A) | 9K | $0 |
| May 26, 2026 | BARBOUR D. SCOTT | See Remarks, Director | Grant (A) | 20K | $0 |
| May 26, 2026 | Cottrill Scott A | EVP, CFO AND SECRETARY | Grant (A) | 3K | $0 |
| May 26, 2026 | Cottrill Scott A | EVP, CFO AND SECRETARY | Grant (A) | 6K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 212 funds | $258.0B |
| NVIDIA CORPNVDA | 210 funds | $358.4B |
| ALPHABET INC-CL AGOOGL | 210 funds | $161.3B |
| AMAZON.COM INCAMZN | 209 funds | $195.6B |
| VISA INC-CLASS A SHARESV | 208 funds | $57.4B |
| BROADCOM INCAVGO | 206 funds | $138.1B |
| META PLATFORMS INC-CLASS AMETA | 206 funds | $110.5B |
| APPLE INCAAPL | 205 funds | $258.9B |
| ELI LILLY & COLLY | 200 funds | $64.5B |
| JPMORGAN CHASE & COJPM | 200 funds | $60.9B |
| MASTERCARD INC - AMA | 200 funds | $51.7B |
| ALPHABET INC-CL CGOOG | 199 funds | $113.2B |
Ranked by how many of WMS'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 WMS. 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.