AI Holders Summary · Q1 2026

133 institutions reported WLFC in Q1 2026. M3F, Inc. leads at 24.9% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(4 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

$37M214K0.00%Q1 2026 04

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$34M198K0.05%Q1 2026 05

TWO SIGMA INVESTMENTS, LP

CIK 0001179392

$28M166K0.02%Q1 2026 06

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$19M112K0.00%Q1 2026 07

RBF Capital, LLC

CIK 0001134621

$18M108K0.90%Q1 2026 08

Four Tree Island Advisory LLC

CIK 0002048142

$18M105K9.06%Q1 2026 09

TWO SIGMA ADVISERS, LP

CIK 0001478735

$14M103K0.03%Q4 2025 10

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$13M76K0.00%Q1 2026 11

STATE STREET CORP

CIK 0000093751

$11M67K0.00%Q1 2026 12

BANK OF AMERICA CORP /DE/

CIK 0000070858

$9M54K0.00%Q1 2026 13

BRIDGEWAY CAPITAL MANAGEMENT, LLC

CIK 0001107261

$8M49K0.17%Q1 2026 14

MORGAN STANLEY

CIK 0000895421

$8M48K0.00%Q1 2026 15

Pekin Hardy Strauss, Inc.

CIK 0001020317

$8M45K0.80%Q1 2026 16

DENALI ADVISORS LLC

CIK 0001142941

$7M41K0.78%Q1 2026 17

Buckley Capital Advisors, LLC

CIK 0002111611

$7M39K4.80%Q1 2026 18

Allspring Global Investments Holdings, LLC

CIK 0001890906

$7M38K0.01%Q1 2026 19

UBS Group AG

CIK 0001610520

$6M37K0.00%Q1 2026 20

FIRST TRUST ADVISORS LP

CIK 0001125816· Index

$6M36K0.00%Q1 2026

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