CUSIP: 95766B109 | US | Financial Services · Asset Management | Micro Cap | 272 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 | 1,407,618 | 4.6% | Newly reported | Sep 30, 2026 | 2,465,538 sh (Jun 30, 2026) |
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 447,113 | $2.4M | 1.6% | Yield | Medium | New York, NY | 2026-10-29 | |
| 350,144 | $1.9M | 0.0% | Deep Value | Very High | Chicago, IL | 2026-11-02 | |
| 263,590 | $1.4M | 0.5% | Yield | High | Arlington, VA | 2026-10-14 | |
| 245,769 | $1.3M | 0.0% | Index | Low | Tampa, FL | 2026-11-05 | |
| 68,096 | $371.1K | 0.0% | Yield | High | Rosemary Beach, FL | 2026-10-21 | |
| 65,973 | $359.6K | 0.3% | Core | Medium | Ponte Vedra Beach, FL | 2026-10-23 | |
| 30,682 | $167.2K | 0.0% | Growth | Low | Purchase, NY | 2026-10-21 | |
| 19,757 | $107.7K | 0.0% | ETF | High | Jacksonville, FL | 2026-10-08 | |
| 18,206 | $99.2K | 0.0% | Value | Medium | New York, NY | 2026-11-02 | |
| 12,588 | $68.6K | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 | |
| 8,000 | $43.6K | 0.0% | ETF | Medium | Southfield, MI | 2026-10-08 | |
| 3,000 | $16.4K | 0.0% | Yield | Medium | Greenwood Village, CO | 2026-10-01 | |
| 908 | $5.0K | 0.0% | Growth | Low | St Louis, MO | 2026-11-05 | |
| 800 | $4.4K | 0.0% | ETF | Medium | Sherman Oaks, CA | 2026-10-19 |