CUSIP: 95766Q106 | US | 232 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 |
|---|---|---|---|---|---|
| 13D/AKarpus Management, Inc. | 9,052,797 | 38.8% | +158,107 | Oct 29, 2026 | 8,648,798 sh (Jun 30, 2026) |
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 254,860 | $1.9M | 0.7% | ETF | Medium | San Francisco, CA | 2026-10-13 | |
| 166,681 | $1.3M | 0.3% | Value | Medium | Englewood, CO | 2026-11-05 | |
| 70,727 | $538.2K | 0.1% | Core | Low | Naples, FL | 2026-10-29 | |
| 53,254 | $405.3K | 0.2% | Value | Medium | Portland, OR | 2026-10-29 | |
| 45,657 | $347.4K | 0.0% | Index | Very Low | Fort Mill, SC | 2026-11-06 | |
| 41,110 | $312.8K | 0.1% | Deep Value | Very Low | Ny, NY | 2026-10-23 | |
| 38,573 | $293.5K | 0.0% | ETF | Medium | Kokomo, IN | 2026-11-04 | |
| 33,333 | $253.7K | 0.1% | Growth | Low | Tinton Falls, NJ | 2026-10-14 | |
| 23,500 | $178.8K | 0.0% | ETF | Low | Frisco, TX | 2026-11-02 | |
| 18,129 | $138.0K | 0.0% | Agg Growth | Low | Skokie, IL | 2026-11-03 | |
| 18,121 | $137.9K | 0.0% | Core | Low | New York, NY | 2026-10-26 | |
| 12,298 | $93.6K | 0.1% | Yield | Low | Westborough, MA | 2026-11-06 | |
| 9,500 | $72.3K | 0.0% | Growth | Very Low | Pittsburgh, PA | 2026-11-06 | |
| 2,695 | $20.5K | 0.0% | Yield | Very Low | Blue Bell, PA | 2026-10-29 | |
| 866 | $6.6K | 0.0% | ETF | High | Westwood, NJ | 2026-11-06 | |
| 400 | $3.0K | 0.0% | ETF | Medium | Sherman Oaks, CA | 2026-10-19 | |
| 75 | $569 | 0.0% | Index | Very Low | Cincinnati, OH | 2026-11-05 |