Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
309 institutional managers reported holding WHD for the quarter ended Mar 31, 2026. Reported positions total over 95% of shares outstanding; the top 10 hold 49%. 61 opened new positions; 32 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| BlackRock | 10.20M | 13.63% | $483.2M | added +1.8% | 2018 Q1 |
| Vanguard Group | 7.82M | 10.45% | $370.5M | added +3.4% | 2018 Q1 |
| State Street | 3.04M | 4.06% | $144.1M | added +6.9% | 2018 Q1 |
| Wellington Management | 2.87M | 3.83% | $135.7M | trimmed -27.7% | 2018 Q1 |
| T. Rowe Price Investment Management, INC. | 2.69M | 3.60% | $127.5M | added +301.1% | 2022 Q3 |
| FMR (Fidelity) | 2.40M | 3.21% | $113.8M | trimmed -72.7% | 2018 Q1 |
| First Trust Advisors LP | 2.09M | 2.79% | $99.0M | added +13.7% | 2019 Q2 |
| Geode Capital | 1.98M | 2.64% | $93.7M | added +0.7% | 2018 Q1 |
| Dimensional Fund Advisors | 1.82M | 2.43% | $86.2M | added +3% | 2018 Q3 |
| Capital International Investors | 1.74M | 2.33% | $82.5M | trimmed -25.7% | 2018 Q3 |
| Jennison Associates LLC | 1.71M | 2.29% | $81.1M | added +202.3% | 2018 Q1 |
| Capital Group (American Funds) | 1.66M | 2.22% | $78.8M | opened | 2026 Q1 |
| Clearbridge Investments, LLC | 1.63M | 2.18% | $77.2M | added +81.7% | 2018 Q1 |
| Wasatch Advisors LP | 1.35M | 1.80% | $63.9M | added +79% | 2020 Q2 |
| VAN ECK Associates CORP | 1.32M | 1.76% | $62.4M | added +41.9% | 2019 Q3 |
| Morgan Stanley | 969.3k | 1.29% | $45.9M | added +40% | 2018 Q1 |
| Webs Creek Capital Management LP (focused) | 959.2k | 1.28% | $45.4M | trimmed -24.1% | 2025 Q4 |
| Boston Trust Walden CORP | 938.5k | 1.25% | $44.4M | trimmed -9.6% | 2020 Q3 |
| Deprince Race & Zollo INC | 884.4k | 1.18% | $41.9M | opened | 2026 Q1 |
| Loomis Sayles & CO L P | 843.7k | 1.13% | $39.9M | trimmed -7.7% | 2021 Q2 |
| Charles Schwab Investment Management | 824.5k | 1.10% | $39.0M | added +2.7% | 2018 Q1 |
| Millennium Management | 798.1k | 1.07% | $37.8M | added +90.8% | 2025 Q1 |
| American Century Companies INC | 796.1k | 1.06% | $37.7M | added +778.9% | 2018 Q1 |
| Encompass Capital Advisors LLC | 765.5k | 1.02% | $36.2M | opened | 2026 Q1 |
| UBS | 702.6k | 0.94% | $33.3M | added +24.4% | 2018 Q1 |
| BNY Mellon | 692.5k | 0.93% | $32.8M | trimmed -5.5% | 2018 Q1 |
| Northern Trust | 661.5k | 0.88% | $31.3M | added +2.5% | 2018 Q1 |
| Bank OF America CORP /DE/ | 659.9k | 0.88% | $31.2M | added +34.8% | 2018 Q1 |
| Capital Research Global Investors | 659.8k | 0.88% | $31.2M | unchanged | 2025 Q3 |
| Champlain Investment Partners, LLC | 646.5k | 0.86% | $30.6M | opened | 2026 Q1 |
| Paradice Investment Management LLC (focused) | 635.8k | 0.85% | $30.1M | trimmed -5.9% | 2025 Q2 |
| Freestone Grove Partners LP | 615.7k | 0.82% | $29.2M | added +230.7% | 2025 Q4 |
| Franklin Resources | 607.8k | 0.81% | $28.8M | added +11.5% | 2018 Q4 |
| AllianceBernstein | 598.8k | 0.80% | $28.4M | added +5.7% | 2018 Q1 |
| Schroder Investment Management Group | 572.1k | 0.76% | $27.1M | trimmed -2% | 2020 Q1 |
| Bessemer Group INC | 559.9k | 0.75% | $26.5M | added +17.4% | 2022 Q2 |
| Royce & Associates | 497.0k | 0.66% | $23.5M | added +24.7% | 2021 Q1 |
| Goldman Sachs | 487.7k | 0.65% | $23.1M | added +59.5% | 2018 Q1 |
| Fort Washington Investment Advisors INC /OH/ | 460.9k | 0.61% | $21.8M | trimmed -25.3% | 2023 Q1 |
| Principal Financial Group INC | 420.9k | 0.56% | $19.9M | added +2.1% | 2021 Q4 |
| Victory Capital Management INC | 406.8k | 0.54% | $19.3M | added +1.9% | 2019 Q1 |
| Danske Bank A/S | 403.0k | 0.54% | $19.1M | added +14.4% | 2024 Q4 |
| Public Employees Retirement Association OF Colorado | 397.4k | 0.53% | $18.8M | trimmed -7.1% | 2018 Q2 |
| Grantham, Mayo, Van Otterloo & CO. LLC | 376.1k | 0.50% | $17.8M | added +15.8% | 2024 Q1 |
| Invesco | 351.7k | 0.47% | $16.7M | added +20.7% | 2018 Q1 |
| Janus Henderson | 338.0k | 0.45% | $16.0M | added +0.6% | 2021 Q3 |
| Energy Income Partners, LLC | 300.8k | 0.40% | $14.2M | added +48.4% | 2022 Q1 |
| Palisade Capital Management, LP | 279.4k | 0.37% | $13.2M | trimmed -3.9% | 2024 Q2 |
| Raymond James Financial INC | 269.0k | 0.36% | $12.7M | added +28.3% | 2018 Q2 |
| NEW York State Common Retirement Fund | 261.7k | 0.35% | $12.4M | added +64% | 2018 Q1 |
Largest 50 of 309 shown; the full ranked, searchable register is at boothcheck.com/holders/WHD. 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.