AI Holders Summary · Q2 2026

276 institutions reported WLY in Q2 2026. BlackRock, Inc. leads at 20.4% 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

BlackRock, Inc.

CIK 0002012383

$301M6.2M0.00%Q2 2026 02

Neuberger Berman Group LLC

CIK 0001465109

$146M3.0M0.10%Q2 2026 03

Vanguard Portfolio Management

CIK 0002100121· Index

$121M2.5M0.01%Q2 2026 04

SCHRODER INVESTMENT MANAGEMENT GROUP

CIK 0001086619

$118M2.4M0.08%Q2 2026 05

STATE STREET CORP

CIK 0000093751

$110M2.3M0.00%Q2 2026 06

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$91M1.9M0.02%Q2 2026 07

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$81M1.7M0.00%Q2 2026 08

BANK OF MONTREAL /CAN/

CIK 0000927971

$77M1.6M0.03%Q2 2026 09

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$49M1.0M0.00%Q2 2026 10

SILVERCREST ASSET MANAGEMENT GROUP LLC

CIK 0001232395

$45M924K0.29%Q2 2026 11

NEUMEIER POMA INVESTMENT COUNSEL LLC

CIK 0001044936

$42M865K2.87%Q2 2026 12

Bank of New York Mellon Corp

CIK 0001390777

$38M791K0.01%Q2 2026 13

Clarkston Capital Partners, LLC

CIK 0001562855

$37M759K3.11%Q2 2026 14

PRINCIPAL FINANCIAL GROUP INC

CIK 0001126328

$37M753K0.02%Q2 2026 15

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$35M714K0.00%Q2 2026 16

MORGAN STANLEY

CIK 0000895421

$32M666K0.00%Q2 2026 17

BROWN ADVISORY INC

CIK 0001345929

$32M1.0M0.04%Q4 2025 18

GOLDMAN SACHS GROUP INC

CIK 0000886982

$28M576K0.00%Q2 2026 19

Invesco Ltd.

CIK 0000914208

$26M545K0.00%Q2 2026 20

WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC

CIK 0001644956

$26M527K0.08%Q2 2026

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