WAL institutional holders

Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.

427 institutional managers reported holding WAL for the quarter ended Mar 31, 2026. Together they hold about 83% of shares outstanding; the top 10 hold 51%. 78 opened new positions; 78 closed out. Complete ranked register from SEC 13F filings.

Largest holders

managershares% outvalue (Mar 31, 2026 close)changeheld since
BlackRock10.98M10.10%$778.2Madded +4.4%≤2013
Vanguard Group10.71M9.85%$759.2Madded +3.5%≤2013
T. Rowe Price7.84M7.21%$555.9Mtrimmed -10.3%≤2013
Invesco5.22M4.80%$369.9Mtrimmed -12.8%≤2013
Wellington Management4.70M4.33%$333.2Madded +107.1%≤2013
State Street4.20M3.86%$297.7Munchanged≤2013
Dimensional Fund Advisors3.81M3.51%$270.3Madded +1%≤2013
Davis Asset Management, L.p.3.08M2.84%$218.5Madded +23.3%2022 Q3
FMR (Fidelity)2.38M2.19%$168.5Mtrimmed -8.7%≤2013
Barrow Hanley Mewhinney & Strauss LLC2.36M2.17%$167.5Mtrimmed -63.4%2024 Q3
Geode Capital2.11M1.95%$149.9Madded +4.2%≤2013
Bank OF Montreal /CAN/1.87M1.72%$132.5Madded +34%≤2013
T. Rowe Price Investment Management, INC.1.71M1.57%$120.9Madded +65.9%2022 Q3
Janus Henderson1.37M1.26%$97.3Mtrimmed -1.6%2018 Q1
Smead Capital Management, INC. (focused)1.36M1.25%$96.1Mtrimmed -12.9%2023 Q4
AllianceBernstein1.01M0.93%$71.5Madded +303%≤2013
Charles Schwab Investment Management984.2k0.91%$69.8Madded +7.5%≤2013
BNY Mellon919.7k0.85%$65.2Munchanged≤2013
Morgan Stanley916.9k0.84%$65.0Mtrimmed -29.3%≤2013
AQR Capital907.3k0.83%$64.3Madded +86.9%2019 Q4
Ameriprise Financial INC891.5k0.82%$63.2Madded +55.7%≤2013
Northern Trust884.0k0.81%$62.7Madded +2.4%≤2013
Cincinnati Insurance CO794.3k0.73%$56.3Munchanged2024 Q1
Two Sigma793.2k0.73%$56.2Madded +178.6%2022 Q4
UBS727.0k0.67%$51.5Madded +14.6%≤2013
Victory Capital Management INC693.8k0.64%$49.2Madded +18.5%2014 Q4
Millennium Management682.9k0.63%$48.4Madded +1026.4%≤2013
Jane Street638.4k0.59%$45.2Madded +69.5%2022 Q4
Nuveen630.9k0.58%$44.7Madded +3.7%2014 Q1
Citadel Advisors538.9k0.50%$38.2Madded +22%≤2013
Goldman Sachs462.1k0.42%$32.8Madded +346.1%≤2013
Squarepoint Ops LLC420.9k0.39%$29.8Madded +1710.8%2025 Q4
Stieven Capital Advisors, L.p. (focused)393.5k0.36%$27.9Mtrimmed -1%2018 Q4
Tudor Investment390.0k0.36%$27.6Madded +157.9%2025 Q3
S&G Foundation (focused)375.6k0.35%$26.6Mopened2026 Q1
Franklin Resources370.3k0.34%$26.2Madded +9.3%2013 Q3
Loomis Sayles & CO L P348.6k0.32%$24.7Mtrimmed -2.1%2021 Q3
Rhumbline Advisers298.4k0.28%$21.2Madded +1.2%≤2013
Algert Global LLC292.1k0.27%$20.7Madded +149.4%2018 Q4
Bank OF America CORP /DE/287.1k0.26%$20.4Madded +46%≤2013
Global Frontier Investments LLC (focused)285.0k0.26%$20.2Munchanged2020 Q2
HRT Financial LP267.8k0.25%$19.0Mopened2025 Q2
Qube Research & Technologies LTD252.3k0.23%$17.9Madded +185.1%2025 Q2
Quantinno Capital Management LP249.1k0.23%$17.7Madded +36.8%2023 Q4
State OF Wisconsin Investment Board245.5k0.23%$17.4Mtrimmed -10.7%≤2013
Principal Financial Group INC230.1k0.21%$16.3Madded +3.6%≤2013
683 Capital Management, LLC225.0k0.21%$15.9Madded +125%2023 Q2
First Trust Advisors LP220.6k0.20%$15.6Mtrimmed -30%2016 Q1
Barclays PLC219.8k0.20%$15.6Madded +10.4%≤2013
DNB Asset Management AS219.4k0.20%$15.5Mtrimmed -2.1%2019 Q1

Largest 50 of 427 shown; the full ranked, searchable register is at boothcheck.com/holders/WAL. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.

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