299 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL FUND ADVISORS LP | $344.1M | 157K | ▲~0% Added · +14 sh | Q1 2026 | |
| 2 | Neuberger Berman Group LLC | $274.0M | 125K | ▼−3.8% Reduced · −5K sh | Q1 2026 | |
| 3 | River Road Asset Management, LLC | $264.8M | 121K | ▼−0.3% Reduced · −361 sh | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $253.9M | 116K | →First observed position No prior filed position | Q1 2026 | |
| 5 | BlackRock, Inc. | $249.0M | 113K | ▲+0.9% Added · +1K sh | Q1 2026 | |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | $239.8M | 109K | →First observed position No prior filed position | Q1 2026 | |
| 7 | COOKE & BIELER LP | $230.4M | 105K | ▼−1.6% Reduced · −2K sh | Q1 2026 | |
| 8 | FULLER & THALER ASSET MANAGEMENT, INC. | $229.7M | 105K | ▼−3.3% Reduced · −4K sh | Q1 2026 | |
| 9 | FIDUCIARY MANAGEMENT INC /WI/ | $186.9M | 85K | ▼−5.8% Reduced · −5K sh | Q1 2026 | |
| 10 | Wallace Capital Management Inc. | $173.1M | 79K | ▼−1.9% Reduced · −2K sh | Q1 2026 | |
| 11 | MORGAN STANLEY | $130.3M | 59K | ▼−28% Reduced · −23K sh | Q1 2026 | |
| 12 | Boston Partners | $126.2M | 57K | ▼−25% Reduced · −19K sh | Q1 2026 | |
| 13 | LONDON CO OF VIRGINIA | $125.5M | 57K | ▼−2.7% Reduced · −2K sh | Q1 2026 | |
| 14 | STATE STREET CORP | $108.0M | 49K | ▼−3.0% Reduced · −2K sh | Q1 2026 | |
| 15 | GEODE CAPITAL MANAGEMENT, LLC | $92.6M | 42K | ▲+1.4% Added · +601 sh | Q1 2026 | |
| 16 | T. Rowe Price Investment Management, Inc. | Withheld | 42K | ▼−6.8% Reduced · −3K sh | Q1 2026 | |
| 17 | GENDELL JEFFREY L | $83.1M | 38K | ▲+16% Added · +5K sh | Q1 2026 | |
| 18 | REINHART PARTNERS, LLC. | $82.1M | 37K | ▼−15% Reduced · −7K sh | Q1 2026 | |
| 19 | NORGES BANK | $66.9M | 32K | ▲+5.5% Added · +2K sh | Q4 2025 | |
| 20 | BANK OF AMERICA CORP /DE/ | $62.3M | 28K | ▼−1.6% Reduced · −451 sh | Q1 2026 | |
| 21 | Cannell & Spears LLC | $61.6M | 28K | ▼−0.3% Reduced · −88 sh | Q1 2026 | |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $53.3M | 24K | ▲+4.3% Added · +1K sh | Q1 2026 | |
| 23 | RAYMOND JAMES FINANCIAL INC | $52.6M | 24K | ▼−0.1% Reduced · −18 sh | Q1 2026 | |
| 24 | Mraz, Amerine & Associates, Inc. | $46.1M | 22K | ▲+0.2% Added · +39 sh | Q2 2026 | |
| 25 | SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | $41.4M | 19K | ▼−40% Reduced · −13K 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, 3 funds opened a new position in WTM and 26 added to an existing one, while 22 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 | 157 funds | $227.4B |
| APPLE INCAAPL | 155 funds | $246.7B |
| ALPHABET INC-CL CGOOG | 154 funds | $108.6B |
| ALPHABET INC-CL AGOOGL | 153 funds | $131.7B |
| JPMORGAN CHASE & COJPM | 153 funds | $53.3B |
| ELI LILLY & COLLY | 152 funds | $65.0B |
| NVIDIA CORPNVDA | 151 funds | $327.3B |
| AMAZON.COM INCAMZN | 151 funds | $165.0B |
| CHEVRON CORPCVX | 150 funds | $25.6B |
| VISA INC-CLASS A SHARESV | 149 funds | $51.2B |
| JOHNSON & JOHNSONJNJ | 149 funds | $39.8B |
| BANK OF AMERICA CORPBAC | 149 funds | $27.1B |
Ranked by how many of WTM's institutional holders also hold each name, a cross-fund conviction signal.
| 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) | 11 | $16K |
| Nov 17, 2023 | Hicks Weston M | Director | Buy (P) | 238 | $353K |
| Nov 17, 2023 | Hicks Weston M | Director | Buy (P) | 120 | $177K |
| Nov 17, 2023 | Hicks Weston M | Director | Buy (P) | 52 | $77K |
| Nov 17, 2023 | Hicks Weston M | Director | Buy (P) | 579 | $857K |
| 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 |
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.