CUSIP: 95768B107 | US | Financial Services · Asset Management | Micro Cap | 276 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. | 615,191 | 4.8% | Newly reported | Jun 30, 2026 | No 13F filer matched |
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 429,570 | $4.2M | 0.0% | Core | Medium | Charlotte, NC | 2026-11-04 | |
| 318,945 | $3.1M | 0.7% | Value | Very Low | Janesville, WI | 2026-10-20 | |
| 277,337 | $2.7M | 0.0% | Deep Value | Very High | Chicago, IL | 2026-11-02 | |
| 200,003 | $2.0M | 0.2% | Yield | High | Rosemary Beach, FL | 2026-10-21 | |
| 179,344 | $1.8M | 0.6% | Yield | High | Arlington, VA | 2026-10-14 | |
| 91,782 | $905.0K | 0.0% | Core | Low | Austin, TX | 2026-11-02 | |
| 83,538 | $823.7K | 0.3% | ETF | Low | Overland Park, KS | 2026-11-02 | |
| 74,856 | $738.1K | 0.0% | Core | Low | Atlanta, GA | 2026-10-22 | |
| 62,561 | $616.9K | 0.1% | ETF | Very Low | Houston, TX | 2026-10-13 | |
| 27,623 | $272.4K | 0.0% | ETF | Very Low | Los Angeles, CA | 2026-10-06 | |
| 20,514 | $202.3K | 0.0% | Yield | Low | Irvine, CA | 2026-11-04 | |
| 14,600 | $144.0K | 0.1% | Deep Value | Medium | Bellevue, WA | 2026-10-30 | |
| 13,261 | $130.8K | 0.0% | Growth | Medium | St. Louis, MO | 2026-11-03 | |
| 13,153 | $129.7K | 0.0% | ETF | Medium | Parsippany, NJ | 2026-10-07 | |
| 11,089 | $109.3K | 0.1% | Growth | Medium | Chatham, NJ | 2026-10-14 | |
| 7,624 | $75.2K | 0.0% | Index | Very Low | Cincinnati, OH | 2026-11-05 | |
| 3,093 | $30.5K | 0.0% | ETF | Low | Fuquay-Varina, VA | 2026-11-02 | |
| 2,959 | $29.2K | 0.0% | Core | Low | Cleveland, OH | 2026-10-20 | |
| 420 | $4.1K | 0.0% | Growth | Low | Bloomington, IL | 2026-10-30 | |
| 300 | $3.0K | 0.0% | ETF | Low | Fort Lauderdale, FL | 2026-10-30 | |
| 250 | $2.5K | 0.0% | ETF | Medium | Sherman Oaks, CA | 2026-10-19 |