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/WPC/capital-change-brief"
Use Arkolith's capital_change_brief for WPC. 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. | $2.0B | 30.1M | ▲+6.2% Added · +1.8M sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.3B | 19.2M | ▲New +19.2M sh | Q1 2026 | |
| 3 | STATE STREET CORP | $849.7M | 12.3M | ▲+0.7% Added · +87K sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $679.1M | 10.0M | ▲New +10.0M sh | Q1 2026 | |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | $333.2M | 4.9M | ▲+2.5% Added · +118K sh | Q1 2026 | |
| 6 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $289.8M | 4.2M | ▼−0.5% Reduced · −22K sh | Q1 2026 | |
| 7 | JPMORGAN CHASE & CO | $228.1M | 3.4M | ▲+1.8% Added · +60K sh | Q1 2026 | |
| 8 | DIMENSIONAL FUND ADVISORS LP | $227.5M | 3.3M | ▲+4.9% Added · +156K sh | Q1 2026 | |
| 9 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $207.0M | 3.0M | ▲+3.3% Added · +99K sh | Q1 2026 | |
| 10 | NORGES BANK | $184.0M | 2.9M | ▲+18% Added · +432K sh | Q4 2025 | |
| 11 | Legal & General Group Plc | $186.4M | 2.7M | ▲+1.6% Added · +44K sh | Q1 2026 | |
| 12 | NORTHERN TRUST CORP | $180.7M | 2.7M | ▲+1.9% Added · +49K sh | Q1 2026 | |
| 13 | Bank of New York Mellon Corp | $160.0M | 2.4M | ▲+1.6% Added · +38K sh | Q1 2026 | |
| 14 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $149.9M | 2.2M | ▲+1.9% Added · +42K sh | Q1 2026 | |
| 15 | Nuveen, LLC | $144.5M | 2.1M | ▲+274% Added · +1.6M sh | Q1 2026 | |
| 16 | MORGAN STANLEY | $135.3M | 2.0M | ▼−0.3% Reduced · −6K sh | Q1 2026 | |
| 17 | UBS Group AG | $113.2M | 1.7M | ▲+19% Added · +267K sh | Q1 2026 | |
| 18 | EQUITY INVESTMENT CORP | $107.6M | 1.6M | ▼−2.7% Reduced · −43K sh | Q1 2026 | |
| 19 | CITADEL ADVISORS LLC | $100.0M | 1.5M | ▲19× Added · +1.4M sh | Q1 2026 | |
| 20 | BANK OF AMERICA CORP /DE/ | $92.8M | 1.4M | ▲+2.4% Added · +31K sh | Q1 2026 | |
| 21 | VANGUARD FIDUCIARY TRUST CO | $92.6M | 1.4M | ▲New +1.4M sh | Q1 2026 | |
| 22 | Advisors Capital Management, LLC | $69.1M | 1.0M | ▲+5.1% Added · +50K sh | Q1 2026 | |
| 23 | HSBC HOLDINGS PLC | $63.1M | 928K | ▲+0.6% Added · +6K sh | Q1 2026 | |
| 24 | Amundi | $61.2M | 900K | ▲+13% Added · +104K sh | Q1 2026 | |
| 25 | Robeco Institutional Asset Management B.V. | $58.8M | 865K | ▲+30% Added · +201K 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 |
|---|---|---|---|---|---|
| Jul 1, 2026 | Niehaus Christopher | Director | Grant (A) | 3K | $0 |
| Jul 1, 2026 | Farrell Peter | Director | Grant (A) | 3K | $0 |
| Jul 1, 2026 | CALAWAY TONIT M | Director | Grant (A) | 3K | $0 |
| Jul 1, 2026 | Talma Stheeman Mechthild Elisabeth | Director | Grant (A) | 3K | $0 |
| Jul 1, 2026 | Talma Stheeman Mechthild Elisabeth | Director | Tax withholding (F) | 834 | $59K |
| Jul 1, 2026 | GASS RHONDA | Director | Grant (A) | 3K | $0 |
| Jul 1, 2026 | GASS RHONDA | Director | Grant (A) | 423 | $30K |
| Jul 1, 2026 | Beier Constantin H. | Director | Grant (A) | 3K | $0 |
| Jul 1, 2026 | Beier Constantin H. | Director | Tax withholding (F) | 834 | $59K |
| Jul 1, 2026 | FLANAGAN ROBERT J | Director | Grant (A) | 3K | $0 |
| Jul 1, 2026 | LEWIS MARGARET G | Director | Grant (A) | 3K | $0 |
| May 6, 2026 | Zander Brian H | Chief Accounting Officer | Sell (S) | 433 | $32K |
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 273 funds | $283.3B |
| MICROSOFT CORPMSFT | 273 funds | $259.8B |
| ALPHABET INC-CL AGOOGL | 271 funds | $167.4B |
| META PLATFORMS INC-CLASS AMETA | 271 funds | $107.3B |
| AMAZON.COM INCAMZN | 270 funds | $191.3B |
| NVIDIA CORPNVDA | 269 funds | $361.4B |
| BROADCOM INCAVGO | 269 funds | $139.4B |
| ELI LILLY & COLLY | 268 funds | $71.4B |
| JPMORGAN CHASE & COJPM | 268 funds | $69.8B |
| ALPHABET INC-CL CGOOG | 267 funds | $110.9B |
| VISA INC-CLASS A SHARESV | 267 funds | $57.1B |
| MASTERCARD INC - AMA | 267 funds | $52.3B |
Ranked by how many of WPC'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 WPC. 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.