CUSIP: 957664105 | US | Financial Services · Asset Management | Micro Cap | 146 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/ASIT Investment Associates Inc | 1,265,260 | 10.7% | New 5%+ stake | Oct 30, 2026 | No 13F filer matched |
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 489,939 | $4.9M | 0.0% | Core | Medium | Charlotte, NC | 2026-11-04 | |
| 396,146 | $3.9M | 0.0% | Index | Very Low | Fort Mill, SC | 2026-11-06 | |
| 195,362 | $1.9M | 1.3% | ETF | Low | Littleton, CO | 2026-10-20 | |
| 189,721 | $1.9M | 0.0% | Core | Medium | Montreal, Austria | 2026-11-06 | |
| 117,982 | $1.2M | 0.0% | Value | Medium | Parsippany, NJ | 2026-10-13 | |
| 117,383 | $1.2M | 0.0% | Core | Low | Austin, TX | 2026-11-02 | |
| 110,812 | $1.1M | 0.1% | Core | Low | Clearwater, FL | 2026-11-06 | |
| 80,469 | $801.5K | 0.1% | ETF | Low | Plano, TX | 2026-10-26 | |
| 51,732 | $515.3K | 0.0% | Growth | Low | Minneapolis, MN | 2026-11-05 | |
| 39,820 | $396.6K | 0.0% | Growth | Medium | Naperville, IL | 2026-11-02 | |
| 28,291 | $281.8K | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 | |
| 25,072 | $250 | 0.0% | ETF | High | Portland, OR | 2026-11-03 | |
| 17,281 | $172.1K | 0.1% | Yield | Low | Westborough, MA | 2026-11-06 | |
| 16,509 | $164.4K | 0.1% | Yield | Low | Chiefland, FL | 2026-10-16 | |
| 7,050 | $70.2K | 0.0% | Index | Very Low | Cincinnati, OH | 2026-11-05 | |
| 3,650 | $36.4K | 0.0% | Yield | Medium | Greenwood Village, CO | 2026-10-01 | |
| 598 | $6.0K | 0.0% | Growth | Low | Tampa, FL | 2026-10-16 | |
| 270 | $2.7K | 0.0% | ETF | Medium | Sherman Oaks, CA | 2026-10-19 |