Among active 13F managers last quarter, 17 opened and 15 added, while 13 reduced; the largest holder to move was Nexpoint Asset Management, L.P. (+248%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
196 tracked 13F filers disclose a position in WSR as of the latest SEC 13F filings, a combined $650.2M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 8.3M | $156.9M | ▲+3.0% Added · +240K sh | Q2 2026 | |
| 2 | Nexpoint Asset Management, L.P. | 3.1M | $57.8M | ▲+248% Added · +2.2M sh | Q2 2026 | |
| 3 | Vanguard Portfolio Management LLC | 2.9M | $54.5M | ▼−4.4% Reduced · −132K sh | Q2 2026 | |
| 4 | Vanguard Capital Management LLC | 2.1M | $40.1M | ▲+0.7% Added · +14K sh | Q2 2026 | |
| 5 | State Street Corp | 1.9M | $36.8M | ▲+4.9% Added · +91K sh | Q2 2026 | |
| 6 | Geode Capital Management, LLC | 1.4M | $26.9M | ▲+18% Added · +221K sh | Q2 2026 | |
| 7 | Water Island Capital LLC | 1.2M | $23.3M | ▲New +1.2M sh | Q2 2026 | |
| 8 | First Trust Capital Management L.P. | 1.1M | $20.6M | ▲New +1.1M sh | Q2 2026 | |
| 9 | First Eagle Investment Management, LLC | 697K | $13.2M | ▼−6.0% Reduced · −45K sh | Q2 2026 | |
| 10 | Schonfeld Strategic Advisors LLC | 683K | $12.9M | ▲New +683K sh | Q2 2026 | |
| 11 | Morgan Stanley | 655K | $10.6M | ▼−10% Reduced · −73K sh | Q1 2026 | |
| 12 | Dimensional Fund Advisors LP | 641K | $10.3M | ▲+3.1% Added · +19K sh | Q1 2026 | |
| 13 | FMR LLC | 587K | $11.1M | ▲+126% Added · +328K sh | Q2 2026 | |
| 14 | Northern Trust Corp | 542K | $8.8M | ▲+3.6% Added · +19K sh | Q1 2026 | |
| 15 | Goldman Sachs Group Inc | 449K | $7.3M | ▼−7.2% Reduced · −35K sh | Q1 2026 | |
| 16 | Charles Schwab Investment Management Inc | 438K | $7.1M | ▲+0.1% Added · +534 sh | Q1 2026 | |
| 17 | Irenic Capital Management LP | 408K | $7.7M | ▼−68% Reduced · −857K sh | Q2 2026 | |
| 18 | Bank of New York Mellon Corp | 408K | $6.6M | ▼−3.3% Reduced · −14K sh | Q1 2026 | |
| 19 | AQR Arbitrage LLC | 380K | $7.2M | ▲New +380K sh | Q2 2026 | |
| 20 | Two Sigma Investments, LP | 338K | $5.5M | ▲+49% Added · +112K sh | Q1 2026 | |
| 21 | Envestnet Asset Management Inc | 337K | $5.4M | ▲+34% Added · +85K sh | Q1 2026 | |
| 22 | Vanguard Fiduciary Trust Co | 301K | $5.7M | ▲+4.0% Added · +11K sh | Q2 2026 | |
| 23 | Qube Research & Technologies Ltd | 297K | $4.8M | ▼−20% Reduced · −75K sh | Q1 2026 | |
| 24 | JPMorgan Chase & Co | 271K | $4.4M | ▼−14% Reduced · −43K sh | Q1 2026 | |
| 25 | Transmarket Holdings LP | 245K | $4.6M | ▲New +245K 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. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 17 funds opened a new position in WSR and 15 added to an existing one, while 13 reduced. 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 | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 93 funds | $165.9B |
| Meta Platforms Inc-Class AMETA | 93 funds | $73.0B |
| Nvidia CorpNVDA | 92 funds | $265.0B |
| Apple IncAAPL | 92 funds | $190.7B |
| Amazon.com IncAMZN | 92 funds | $126.1B |
| Alphabet Inc-CL AGOOGL | 91 funds | $111.9B |
| Eli Lilly & CoLLY | 91 funds | $57.4B |
| Tesla IncTSLA | 91 funds | $44.8B |
| Micron Technology IncMU | 90 funds | $38.5B |
| Broadcom IncAVGO | 89 funds | $109.1B |
| Alphabet Inc-CL CGOOG | 89 funds | $89.7B |
| Lam Research CorpLRCX | 89 funds | $29.3B |
Ranked by how many of WSR's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in WSR.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 28, 2025 | Miller Donald A | Director | Buy (P) | 5K | $62K |
| May 2, 2025 | Miller Donald A | Director | Buy (P) 3 lots, same day | 15K | $192K |
| Mar 21, 2025 | Gathright Kristian M | Director | Buy (P) | 2K | $25K |
| Mar 19, 2025 | Feng Amy Shih-Hua | Director | Buy (P) 2 lots, same day | 875 | $13K |
| Sep 4, 2024 | Buthman Julia Bruns | Director | Buy (P) | 5K | $65K |
| Jun 11, 2024 | Feng Amy Shih-Hua | Director | Buy (P) | 17K | $223K |
| Jun 3, 2024 | Feng Amy Shih-Hua | Director | Buy (P) | 6K | $80K |
| May 5, 2023 | Feng Amy Shih-Hua | Director | Buy (P) | 4K | $33K |
| Mar 3, 2023 | Feng Amy Shih-Hua | Director | Buy (P) | 4K | $35K |
| Sep 30, 2022 | Mastandrea Christine J | Chief Operating Officer | Buy (P) | 500 | $4K |
| Mar 22, 2021 | Jones Jeffrey Alan | Director | Buy (P) | 6K | $60K |
| Dec 4, 2020 | Mastandrea James C | CHAIRMAN & CEO, Director | Buy (P) | 1K | $8K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 41 | 32 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for WSR
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/WSR/capital-change-brief"
Use Arkolith's capital_change_brief for WSR. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for WSR. Filings are public domain, sourced to SEC EDGAR.