CUSIP: 961765104 | NYSE | Financial Services · Asset Management | Micro Cap | 298 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/ABlackRock, Inc. | 579,523 | 6.1% | New 5%+ stake | Sep 30, 2026 | 92d ahead of 13F (582,224 sh) · −2,701 |
| 13D/AGamco Investors, Inc. ET AL with Associated Capital Group, Inc., Gabelli Funds LLC, Gabelli Foundation, Inc., +3 more | 443,800 | 4.7% | Newly reported | Aug 11, 2026 | 42d ahead of 13F (443,800 sh) · no change |
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 599,542 | $11.6M | 0.0% | Core | Medium | Charlotte, NC | 2026-11-04 | |
| 388,720 | $7.2M | 0.4% | Core | Low | Chicago, IL | 2026-10-27 | |
| 280,471 | $5.2M | 0.0% | Index | Low | Austin, TX | 2026-11-04 | |
| 75,133 | $1.4M | 1.0% | Deep Value | Medium | Bedford Hills, NY | 2026-10-22 | |
| 70,082 | $1.3M | 0.4% | Core | Low | Plano, TX | 2026-10-30 | |
| 16,574 | $308.8K | 0.0% | ETF | Medium | Chicago, IL | 2026-11-03 | |
| 13,218 | $246.3K | 0.0% | Growth | Low | San Diego, CA | 2026-10-13 | |
| 364 | $6.8K | 0.0% | Core | Medium | New York, NY | 2026-11-04 | |
| 147 | $2.7K | 0.0% | GARP | Medium | Charlotte, NC | 2026-10-22 | |
| 86 | $1.6K | 0.0% | ETF | Medium | Chicago, IL | 2026-10-14 | |
| 50 | $0 | 0.0% | Growth | Very High | New York, NY | 2026-10-16 | |
| 45 | $1 | 0.0% | Value | High | London, United Kingdom | 2026-10-30 | |
| 24 | $448 | 0.0% | Core | Medium | Birmingham, AL | 2026-11-04 | |
| 23 | $428 | 0.0% | Value | Medium | Rancho Santa Fe, CA | 2026-10-14 | |
| 16 | $299 | 0.0% | ETF | Very Low | Sylvania, OH | 2026-10-26 | |
| 11 | $205 | 0.0% | ETF | Medium | Akron, OH | 2026-10-13 | |
| 5 | $93 | 0.0% | ETF | Medium | Encinitas, CA | 2026-10-21 | |
| 4 | $75 | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 | |
| 4 | $75 | 0.0% | Index | Very Low | Foster City, CA | 2026-10-08 | |
| 3 | $56 | 0.0% | Growth | Low | Tampa, FL | 2026-10-16 | |
| 2 | $37 | 0.0% | Agg Growth | Low | Tokyo, Mexico | 2026-10-22 |