12 tracked 13F filers disclose a position in WSO/B as of the latest SEC 13F filings, a combined $9.5M 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 | DIMENSIONAL FUND ADVISORS LP | $3.8M | 10K | —Held | Q1 2026 | |
| 2 | GABELLI FUNDS LLC | $2.9M | 8K | —Held | Q1 2026 | |
| 3 | FAS Wealth Partners, Inc. | $894K | 2K | —Held | Q2 2026 | |
| 4 | GOLDMAN SACHS GROUP INC | $493K | 1K | ▼−12% Reduced · −188 sh | Q1 2026 | |
| 5 | DF DENT & CO INC | $449K | 1K | ▲New +1K sh | Q1 2026 | |
| 6 | MORGAN STANLEY | $212K | 589 | —Held | Q1 2026 | |
| 7 | RAYMOND JAMES FINANCIAL INC | $201K | 557 | ▲New +557 sh | Q1 2026 | |
| 8 | Beacon Pointe Advisors, LLC | $228K | 553 | ▲New +553 sh | Q2 2026 | |
| 9 | Crews Bank & Trust | $207K | 500 | ▼−23% Reduced · −150 sh | Q2 2026 | |
| 10 | UMB Bank, n.a. | $116K | 332 | —Held | Q2 2026 | |
| 11 | Tower Research Capital LLC (TRC) | $4K | 11 | ▼−88% Reduced · −79 sh | Q1 2026 | |
| 12 | BlackRock, Inc. | $360 | 1 | —Held | 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 WSO/B, 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 3 funds | $385.3M |
| ALPHABET INC-CL CGOOG | 3 funds | $354.7M |
| MASTERCARD INC - AMA | 3 funds | $327.5M |
| AMAZON.COM INCAMZN | 3 funds | $325.3M |
| NVIDIA CORPNVDA | 3 funds | $290.2M |
| APPLE INCAAPL | 3 funds | $278.6M |
| VISA INC-CLASS A SHARESV | 3 funds | $260.7M |
| NEWMONT CORPNEM | 3 funds | $241.0M |
| BROADCOM INCAVGO | 3 funds | $201.2M |
| NEXTERA ENERGY INCNEE | 3 funds | $183.8M |
| WASTE CONNECTIONS INCWCN | 3 funds | $170.9M |
| INTUITIVE SURGICAL INCISRG | 3 funds | $161.5M |
Ranked by how many of WSO.B's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| WSOcs | 687 funds | $11.5B |
| WSO/BEQUITY | 12 funds | $9.5M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for WSO/B
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/WSO.B/capital-change-brief"
Use Arkolith's capital_change_brief for WSO/B. 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 WSO.B. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.