CUSIP: 95790C107 | US | Financial Services · Asset Management | Micro Cap | 194 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. | 355,781 | 4.7% | Newly reported | Jun 30, 2026 | No 13F filer matched |
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 106,426 | $1.0M | 0.8% | Yield | Low | Chiefland, FL | 2026-10-16 | |
| 60,202 | $577.9K | 0.0% | ETF | Low | Phoenix, AZ | 2026-10-13 | |
| 55,550 | $533.3K | 0.0% | Core | Low | North Little Rock, AR | 2026-10-23 | |
| 10,313 | $99.0K | 0.0% | Growth | Medium | St. Louis, MO | 2026-11-03 | |
| 5,006 | $48.1K | 0.0% | Deep Value | Very High | Chicago, IL | 2026-11-02 | |
| 2,950 | $28.3K | 0.0% | Yield | Medium | Greenwood Village, CO | 2026-10-01 | |
| 2,496 | $24.0K | 0.0% | Index | Very Low | Cincinnati, OH | 2026-11-05 | |
| 1,527 | $14.7K | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 | |
| 500 | $4.8K | 0.0% | ETF | Medium | Sherman Oaks, CA | 2026-10-19 |