CUSIP: 94987C103 | US | Financial Services · Asset Management | Micro Cap | 284 institutional holders
5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.
| Holder | Shares | % of Class | Change | Event Date | vs 13F |
|---|---|---|---|---|---|
| 13G/AFirst Trust Portfolios L.P. | 2,111,286 | 4.9% | Newly reported | Jun 30, 2026 | No 13F filer matched |
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 453,794 | $2.9M | 2.2% | ETF | Medium | Centennial, CO | 2026-10-13 | |
| 327,084 | $2.1M | 2.2% | Yield | Medium | Richmond, VA | 2026-11-04 | |
| 255,731 | $1.7M | 0.6% | Yield | High | Arlington, VA | 2026-10-14 | |
| 158,630 | $1.0M | 0.1% | Yield | Very Low | Blue Bell, PA | 2026-10-29 | |
| 143,300 | $917.1K | 0.1% | GARP | Low | Los Angeles, CA | 2026-10-19 | |
| 139,760 | $894 | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 | |
| 24,557 | $157.2K | 0.1% | Core | Medium | Richmond, IN | 2026-10-15 | |
| 22,350 | $143.0K | 0.1% | Growth | Low | San Diego, CA | 2026-10-07 | |
| 20,908 | $133.8K | 0.0% | Growth | Low | Memphis, TN | 2026-10-13 | |
| 20,118 | $128.8K | 0.0% | ETF | Medium | Mclean, VA | 2026-10-13 | |
| 20,071 | $128.5K | 0.1% | Growth | N/A | Fitchburg, MA | 2026-11-05 | |
| 17,407 | $111.4K | 0.0% | Growth | Medium | Tampa, FL | 2026-10-16 | |
| 17,022 | $108.9K | 0.0% | ETF | Low | Raleigh, NC | 2026-10-27 | |
| 13,613 | $87.1K | 0.0% | Core | Low | Atlanta, GA | 2026-10-22 | |
| 13,399 | $85.8K | 0.0% | ETF | Very Low | Wellesley, MA | 2026-10-19 | |
| 13,216 | $84.6K | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 | |
| 12,000 | $76.8K | 0.0% | ETF | Low | Stockton, NJ | 2026-10-20 | |
| 11,053 | $70.7K | 0.0% | ETF | Medium | Phoenix, AZ | 2026-10-16 | |
| 10,750 | $68.8K | 0.0% | Growth | Low | Atlanta, GA | 2026-10-21 | |
| 7,500 | $48 | 0.0% | Growth | Very High | New York, NY | 2026-10-16 | |
| 445 | $2.8K | 0.0% | ETF | Medium | Sherman Oaks, CA | 2026-10-19 |