AI Holders Summary · Q2 2026

176 institutions reported WLFC in Q2 2026. DIMENSIONAL FUND ADVISORS LP leads at 19.1% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(5 on this page)

#HolderValueShares% port.Quarter

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$125M548K0.02%Q2 2026 02

M3F, Inc.

CIK 0001511291

$115M677K28.58%Q1 2026 03

BlackRock, Inc.

CIK 0002012383

$69M301K0.00%Q2 2026 04

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$45M198K0.06%Q2 2026 05

TWO SIGMA INVESTMENTS, LP

CIK 0001179392

$44M192K0.03%Q2 2026 06

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$30M130K0.00%Q2 2026 07

Four Tree Island Advisory LLC

CIK 0002048142

$25M108K8.16%Q2 2026 08

RBF Capital, LLC

CIK 0001134621

$25M108K1.02%Q2 2026 09

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$21M94K0.00%Q2 2026 10

Copeland Capital Management, LLC

CIK 0001541743

$21M91K0.43%Q2 2026 11

STATE STREET CORP

CIK 0000093751

$18M77K0.00%Q2 2026 12

MORGAN STANLEY

CIK 0000895421

$15M66K0.00%Q2 2026 13

UBS Group AG

CIK 0001610520

$15M65K0.00%Q2 2026 14

BNP PARIBAS FINANCIAL MARKETS

CIK 0001166588

$15M64K0.01%Q2 2026 15

Palisades Investment Partners, LLC

CIK 0001427373

$14M63K4.10%Q2 2026 16

TWO SIGMA ADVISERS, LP

CIK 0001478735

$14M103K0.03%Q4 2025 17

FIRST TRUST ADVISORS LP

CIK 0001125816· Index

$13M58K0.01%Q2 2026 18

BRIDGEWAY CAPITAL MANAGEMENT, LLC

CIK 0001107261

$11M49K0.20%Q2 2026 19

NORTHERN TRUST CORP

CIK 0000073124· Index

$11M48K0.00%Q2 2026 20

Buckley Capital Advisors, LLC

CIK 0002111611

$11M46K6.51%Q2 2026

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