AI Holders Summary · Q1 2026

146 institutions reported WLFC in Q1 2026. M3F, Inc. leads at 21.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(3 on this page)

#HolderValueShares% port.Quarter

M3F, Inc.

CIK 0001511291

$115M677K28.58%Q1 2026 02

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$90M531K0.02%Q1 2026 03

BlackRock, Inc.

CIK 0002012383

$69M301K0.00%Q2 2026 04

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$34M198K0.05%Q1 2026 05

TWO SIGMA INVESTMENTS, LP

CIK 0001179392

$28M166K0.02%Q1 2026 06

Four Tree Island Advisory LLC

CIK 0002048142

$25M108K8.16%Q2 2026 07

Copeland Capital Management, LLC

CIK 0001541743

$21M91K0.43%Q2 2026 08

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$19M112K0.00%Q1 2026 09

RBF Capital, LLC

CIK 0001134621

$18M108K0.90%Q1 2026 10

STATE STREET CORP

CIK 0000093751

$18M77K0.00%Q2 2026 11

Palisades Investment Partners, LLC

CIK 0001427373

$14M63K4.10%Q2 2026 12

TWO SIGMA ADVISERS, LP

CIK 0001478735

$14M103K0.03%Q4 2025 13

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$13M76K0.00%Q1 2026 14

Pekin Hardy Strauss, Inc.

CIK 0001020317

$10M42K0.85%Q2 2026 15

BANK OF AMERICA CORP /DE/

CIK 0000070858

$9M54K0.00%Q1 2026 16

DENALI ADVISORS LLC

CIK 0001142941

$9M38K0.89%Q2 2026 17

Bank of New York Mellon Corp

CIK 0001390777

$8M37K0.00%Q2 2026 18

BRIDGEWAY CAPITAL MANAGEMENT, LLC

CIK 0001107261

$8M49K0.17%Q1 2026 19

MORGAN STANLEY

CIK 0000895421

$8M48K0.00%Q1 2026 20

Buckley Capital Advisors, LLC

CIK 0002111611

$7M39K4.80%Q1 2026

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