AI Holders Summary · Q1 2026

63 institutions reported WLKP in Q1 2026. Invesco Ltd. leads at 50.0% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(1 on this page)

#HolderValueShares% port.Quarter

Invesco Ltd.

CIK 0000914208

$110M5.0M0.02%Q1 2026 02

Energy Income Partners, LLC

CIK 0001388814

$35M1.6M0.56%Q1 2026 03

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

CIK 0001705339

$15M692K0.02%Q1 2026 04

Clearbridge Investments, LLC

CIK 0001348883

$14M634K0.01%Q1 2026 05

UBS Group AG

CIK 0001610520

$10M458K0.00%Q1 2026 06

CITIGROUP INC

CIK 0000831001

$5M229K0.00%Q1 2026 07

BANK OF AMERICA CORP /DE/

CIK 0000070858

$5M228K0.00%Q1 2026 08

GOLDMAN SACHS GROUP INC

CIK 0000886982

$5M220K0.00%Q1 2026 09

MORGAN STANLEY

CIK 0000895421

$4M181K0.00%Q1 2026 10

Pathway Financial Advisers, LLC

CIK 0002024152

$2M107K0.67%Q1 2026 11

JPMORGAN CHASE & CO

CIK 0000019617

$2M94K0.00%Q1 2026 12

Gilman Hill Asset Management, LLC

CIK 0001551969

$2M88K0.27%Q2 2026 13

ING GROEP NV

CIK 0001039765

$2M82K0.01%Q1 2026 14

Fractal Investments LLC

CIK 0001843590

$2M80K0.21%Q1 2026 15

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$1M65K0.00%Q1 2026 16

CITADEL ADVISORS LLC

CIK 0001423053

$1M74K0.00%Q4 2025 17

LPL Financial LLC

CIK 0001403438

$1M46K0.00%Q1 2026 18

Advisory Services Network, LLC

CIK 0001573876

$994K45K0.01%Q1 2026 19

EAGLE GLOBAL ADVISORS LLC

CIK 0001130787

$969K44K0.03%Q1 2026 20

Samalin Investment Counsel, LLC

CIK 0001544366

$925K42K0.33%Q1 2026

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