18 tracked 13F filers disclose a position in WSBK as of the latest SEC 13F filings, a combined $8.6M 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 | MANGROVE PARTNERS IM, LLC | $2.4M | 186K | —Held | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $2.3M | 182K | →First observed position No prior filed position | Q1 2026 | |
| 3 | Northstar Financial Companies, Inc. | $920K | 70K | —Held | Q2 2026 | |
| 4 | Integrated Wealth Concepts LLC | $724K | 57K | —Held | Q1 2026 | |
| 5 | RENAISSANCE TECHNOLOGIES LLC | $394K | 31K | ▲+17% Added · +4K sh | Q1 2026 | |
| 6 | ALLIANCEBERNSTEIN L.P. | $258K | 25K | —Held | Q1 2026 | |
| 7 | VANGUARD FIDUCIARY TRUST CO | $287K | 23K | →First observed position No prior filed position | Q1 2026 | |
| 8 | RAYMOND JAMES FINANCIAL INC | $254K | 20K | —Held | Q1 2026 | |
| 9 | Steward Partners Investment Advisory, LLC | $243K | 19K | —Held | Q1 2026 | |
| 10 | LPL Financial LLC | $197K | 16K | —Held | Q1 2026 | |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | $177K | 14K | ▼−47% Reduced · −13K sh | Q1 2026 | |
| 12 | MILLENNIUM MANAGEMENT LLC | $147K | 12K | ▼−28% Reduced · −5K sh | Q1 2026 | |
| 13 | RFG - Bristol Wealth Advisors, LLC | $133K | 10K | ▲New +10K sh | Q2 2026 | |
| 14 | Sachetta, LLC | $105K | 8K | ▲New +8K sh | Q2 2026 | |
| 15 | EASTERN BANK | $53K | 4K | ▲+60% Added · +2K sh | Q2 2026 | |
| 16 | MORGAN STANLEY | $51K | 4K | —Held | Q1 2026 | |
| 17 | Tower Research Capital LLC (TRC) | $4K | 294 | ▲+15% Added · +39 sh | Q1 2026 | |
| 18 | UBS Group AG | $2K | 129 | ▲43× Added · +126 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.
Last quarter, 1 fund opened a new position in WSBK and 2 added to an existing one, while 1 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 |
|---|---|---|
| THERMO FISHER SCIENTIFIC INCTMO | 6 funds | $1.4B |
| UNION PACIFIC CORPUNP | 6 funds | $533.9M |
| WAYFAIR INC- CLASS AW | 6 funds | $425.2M |
| LYFT INC-ALYFT | 6 funds | $414.9M |
| COEUR MINING INCCDE | 6 funds | $409.8M |
| ENCOMPASS HEALTH CORPEHC | 6 funds | $350.8M |
| ETSY INCETSY | 6 funds | $340.8M |
| DYCOM INDUSTRIES INCDY | 6 funds | $308.7M |
| QORVO INCQRVO | 6 funds | $302.4M |
| DROPBOX INC-CLASS ADBX | 6 funds | $238.7M |
| MURPHY USA INCMUSA | 6 funds | $193.8M |
| SOFI TECHNOLOGIES INCSOFI | 6 funds | $180.9M |
Ranked by how many of WSBK's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 26, 2026 | Merritt Edward J | Director | Buy (P) | 915 | $12K |
| May 21, 2026 | Carroll John A | President & CEO, Director | Buy (P) | 50 | $638 |
| May 7, 2026 | Snow John Ingalls III | Director | Buy (P) | 2K | $20K |
| May 7, 2026 | Snow John Ingalls III | Director | Buy (P) | 200 | $3K |
| May 5, 2026 | Snow John Ingalls III | Director | Buy (P) | 6K | $79K |
| May 1, 2026 | Boodakian Stephen Harry | Director | Buy (P) | 3K | $32K |
| Jun 10, 2025 | Hood William Preston | Director | Buy (P) | 1K | $10K |
| May 14, 2025 | Hood William Preston | Director | Buy (P) | 800 | $8K |
| May 14, 2025 | Hood William Preston | Director | Buy (P) | 300 | $3K |
| May 14, 2025 | Hood William Preston | Director | Buy (P) | 4K | $37K |
| May 8, 2025 | Hood William Preston | Director | Buy (P) | 2K | $24K |
| May 8, 2025 | Hood William Preston | Director | Buy (P) | 5K | $50K |
Connected entities for WSBK
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/WSBK/capital-change-brief"
Use Arkolith's capital_change_brief for WSBK. 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 WSBK. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.