Among active 13F managers last quarter, 6 opened and 26 added, while 19 reduced; the largest holder to move was Neuberger Berman Group LLC (−3.8%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
317 tracked 13F filers disclose a position in WTM as of the latest SEC 13F filings, a combined $4.5B 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 | Dimensional Fund Advisors LP | 157K | $344.1M | ▲~0% Added · +14 sh | Q1 2026 | |
| 2 | Neuberger Berman Group LLC | 125K | $274.0M | ▼−3.8% Reduced · −5K sh | Q1 2026 | |
| 3 | River Road Asset Management, LLC | 121K | $264.8M | ▼−0.3% Reduced · −361 sh | Q1 2026 | |
| 4 | BlackRock, Inc. | 118K | $244.4M | ▲+4.0% Added · +5K sh | Q2 2026 | |
| 5 | Vanguard Portfolio Management LLC | 112K | $232.2M | ▼−3.1% Reduced · −4K sh | Q2 2026 | |
| 6 | Vanguard Capital Management LLC | 107K | $222.8M | ▼−1.5% Reduced · −2K sh | Q2 2026 | |
| 7 | Cooke & Bieler LP | 105K | $230.4M | ▼−1.6% Reduced · −2K sh | Q1 2026 | |
| 8 | Fuller & Thaler Asset Management, Inc. | 102K | $211.3M | ▼−2.5% Reduced · −3K sh | Q2 2026 | |
| 9 | Fiduciary Management Inc | 85K | $186.9M | ▼−5.8% Reduced · −5K sh | Q1 2026 | |
| 10 | Wallace Capital Management Inc. | 80K | $166.0M | ▲+1.6% Added · +1K sh | Q2 2026 | |
| 11 | Morgan Stanley | 59K | $130.3M | ▼−28% Reduced · −23K sh | Q1 2026 | |
| 12 | Gendell Jeffrey L | 59K | $122.8M | ▲+57% Added · +21K sh | Q2 2026 | |
| 13 | Boston Partners | 57K | $126.2M | ▼−25% Reduced · −19K sh | Q1 2026 | |
| 14 | London Co Of Virginia | 54K | $112.1M | ▼−5.4% Reduced · −3K sh | Q2 2026 | |
| 15 | State Street Corp | 50K | $104.2M | ▲+2.2% Added · +1K sh | Q2 2026 | |
| 16 | Geode Capital Management, LLC | 49K | $102.5M | ▲+17% Added · +7K sh | Q2 2026 | |
| 17 | Reinhart Partners, LLC. | 37K | $82.1M | ▼−15% Reduced · −7K sh | Q1 2026 | |
| 18 | T. Rowe Price Investment Management, Inc. | 34K | Withheld | ▼−18% Reduced · −7K sh | Q2 2026 | |
| 19 | Norges Bank | 32K | $66.9M | ▲+5.5% Added · +2K sh | Q4 2025 | |
| 20 | Bank Of America Corp | 28K | $62.3M | ▼−1.6% Reduced · −451 sh | Q1 2026 | |
| 21 | Cannell & Spears LLC | 28K | $57.2M | ▼−1.6% Reduced · −450 sh | Q2 2026 | |
| 22 | Charles Schwab Investment Management Inc | 24K | $53.3M | ▲+4.3% Added · +1K sh | Q1 2026 | |
| 23 | Raymond James Financial Inc | 24K | $52.6M | ▼−0.1% Reduced · −18 sh | Q1 2026 | |
| 24 | Mraz, Amerine & Associates, Inc. | 22K | $46.1M | ▲+0.2% Added · +39 sh | Q2 2026 | |
| 25 | Allspring Global Investments Holdings, LLC | 18K | $37.4M | ▼−2.7% Reduced · −496 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, 6 funds opened a new position in WTM and 26 added to an existing one, while 19 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 | 173 funds | $217.4B |
| Alphabet Inc-CL AGOOGL | 169 funds | $146.8B |
| Amazon.com IncAMZN | 168 funds | $168.2B |
| Apple IncAAPL | 167 funds | $246.9B |
| Alphabet Inc-CL CGOOG | 167 funds | $112.1B |
| JPMorgan Chase & CoJPM | 167 funds | $54.7B |
| Nvidia CorpNVDA | 166 funds | $337.5B |
| Berkshire Hathaway Inc-CL BBRK/B | 165 funds | $32.8B |
| Eli Lilly & CoLLY | 164 funds | $70.9B |
| Johnson & JohnsonJNJ | 164 funds | $41.8B |
| Chevron CorpCVX | 162 funds | $24.3B |
| Meta Platforms Inc-Class AMETA | 161 funds | $91.3B |
Ranked by how many of WTM's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in WTM.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Dec 19, 2025 | Rountree George Manning | Chief Executive Officer, Director | Sell (S) | 5K | $10.3M |
| Dec 19, 2025 | Campbell Reid Tarlton | Director | Sell (S) | 5K | $10.3M |
| Dec 16, 2025 | Gelston Philip A | Director | Sell (S) | 165 | $338K |
| Nov 17, 2023 | Hicks Weston M | Director | Buy (P) 5 lots, same day | 1K | $1.5M |
| Dec 22, 2022 | Hildreth Michaela | MD & Chief Accounting Officer | Sell (S) | 100 | $137K |
| Sep 20, 2022 | Davis Morgan W | Director | Sell (S) | 945 | $1.3M |
| Sep 20, 2022 | Carlson Peter M | Director | Sell (S) | 200 | $280K |
| May 31, 2022 | Hildreth Michaela | MD & Chief Accounting Officer | Sell (S) | 100 | $127K |
| Feb 9, 2021 | Davis Morgan W | Director | Sell (S) 2 lots, same day | 2K | $1.7M |
| Mar 24, 2020 | Davis Morgan W | Director | Buy (P) 3 lots, same day | 1K | $795K |
| Dec 10, 2019 | Smith Lowndes Andrew | Director | Sell (S) | 200 | $221K |
| Aug 8, 2019 | Smith Lowndes Andrew | Director | Sell (S) 2 lots, same day | 1K | $1.1M |
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 | 48 | 39 | – |
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 WTM
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/WTM/capital-change-brief"
Use Arkolith's capital_change_brief for WTM. 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 WTM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.