AI Holders Summary · Q2 2026

270 institutions reported WLY in Q2 2026. BlackRock, Inc. leads at 23.2% 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

$115M3.0M0.09%Q1 2026 03

STATE STREET CORP

CIK 0000093751

$110M2.3M0.00%Q2 2026 04

Vanguard Portfolio Management

CIK 0002100121· Index

$95M2.5M0.01%Q1 2026 05

SCHRODER INVESTMENT MANAGEMENT GROUP

CIK 0001086619

$91M2.4M0.07%Q1 2026 06

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$70M1.8M0.01%Q1 2026 07

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$66M1.7M0.00%Q1 2026 08

BANK OF MONTREAL /CAN/

CIK 0000927971

$61M1.6M0.02%Q1 2026 09

Bank of New York Mellon Corp

CIK 0001390777

$38M791K0.01%Q2 2026 10

SILVERCREST ASSET MANAGEMENT GROUP LLC

CIK 0001232395

$37M973K0.27%Q1 2026 11

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$37M971K0.00%Q1 2026 12

PRINCIPAL FINANCIAL GROUP INC

CIK 0001126328

$37M753K0.02%Q2 2026 13

Clarkston Capital Partners, LLC

CIK 0001562855

$36M943K2.74%Q1 2026 14

BROWN ADVISORY INC

CIK 0001345929

$32M1.0M0.04%Q4 2025 15

WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC

CIK 0001644956

$31M822K0.10%Q1 2026 16

Invesco Ltd.

CIK 0000914208

$31M816K0.00%Q1 2026 17

PALISADE CAPITAL MANAGEMENT, LP

CIK 0001009006

$30M781K0.99%Q1 2026 18

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$28M748K0.00%Q1 2026 19

MORGAN STANLEY

CIK 0000895421

$26M684K0.00%Q1 2026 20

Madison Avenue Partners, LP

CIK 0001801265

$26M678K1.12%Q1 2026

Page 1 of 14

250 more holders available. Log in →