Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
240 institutional managers reported holding WLY for the quarter ended Mar 31, 2026. Together they hold about 79% of shares outstanding; the top 10 hold 47%. 44 opened new positions; 38 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| BlackRock | 6.16M | 11.70% | $235.3M | added +0.5% | ≤2013 |
| Vanguard Group | 4.60M | 8.74% | $175.7M | trimmed -4.9% | ≤2013 |
| Neuberger Berman Group LLC | 3.02M | 5.73% | $115.2M | trimmed -1.6% | ≤2013 |
| Schroder Investment Management Group | 2.38M | 4.53% | $91.0M | added +31.8% | 2023 Q2 |
| State Street | 2.18M | 4.13% | $83.1M | added +28.3% | ≤2013 |
| Dimensional Fund Advisors | 1.83M | 3.48% | $69.9M | added +14.3% | ≤2013 |
| Bank OF Montreal /CAN/ | 1.59M | 3.02% | $60.7M | added +260.2% | 2025 Q1 |
| Brown Advisory INC | 1.21M | 2.30% | $46.2M | added +16% | 2024 Q4 |
| Silvercrest Asset Management Group LLC | 972.7k | 1.85% | $37.1M | added +5.6% | 2025 Q4 |
| Geode Capital | 970.8k | 1.84% | $37.1M | added +1.8% | ≤2013 |
| Clarkston Capital Partners, LLC | 942.6k | 1.79% | $36.0M | trimmed -64% | ≤2013 |
| William Blair Investment Management, LLC | 822.0k | 1.56% | $31.4M | added +3.4% | 2020 Q4 |
| Invesco | 816.5k | 1.55% | $31.2M | added +28.4% | ≤2013 |
| BNY Mellon | 796.2k | 1.51% | $30.4M | trimmed -3.8% | ≤2013 |
| Palisade Capital Management, LP | 780.8k | 1.48% | $29.8M | trimmed -5% | ≤2013 |
| Charles Schwab Investment Management | 747.6k | 1.42% | $28.5M | added +11.2% | ≤2013 |
| Morgan Stanley | 684.0k | 1.30% | $26.1M | added +10% | ≤2013 |
| Madison Avenue Partners, LP (focused) | 678.4k | 1.29% | $25.9M | trimmed -40.9% | 2024 Q1 |
| Jane Street | 440.7k | 0.84% | $16.8M | added +5333.4% | 2021 Q1 |
| UBS | 431.2k | 0.82% | $16.5M | added +62.3% | ≤2013 |
| Neumeier Poma Investment Counsel LLC (focused) | 410.6k | 0.78% | $15.7M | added +4.3% | 2025 Q3 |
| FMR (Fidelity) | 407.5k | 0.77% | $15.6M | added +7.7% | 2021 Q1 |
| Northern Trust | 403.6k | 0.77% | $15.4M | added +5.6% | ≤2013 |
| Access Investment Management LLC | 366.5k | 0.70% | $14.0M | added +135% | 2023 Q4 |
| Allianz Asset Management GmbH | 366.3k | 0.70% | $14.0M | added +52.4% | 2019 Q3 |
| Marshall Wace | 359.3k | 0.68% | $13.7M | trimmed -10.3% | 2020 Q4 |
| Goldman Sachs | 353.9k | 0.67% | $13.5M | trimmed -33.6% | ≤2013 |
| NEW York State Common Retirement Fund | 300.4k | 0.57% | $11.5M | unchanged | ≤2013 |
| Citadel Advisors | 285.1k | 0.54% | $10.9M | added +39.5% | ≤2013 |
| Loomis Sayles & CO L P | 241.5k | 0.46% | $9.2M | trimmed -3.5% | ≤2013 |
| Principal Financial Group INC | 196.9k | 0.37% | $7.5M | added +0.8% | ≤2013 |
| Thompson Siegel & Walmsley LLC | 186.4k | 0.35% | $7.1M | trimmed -20.8% | 2024 Q1 |
| Balyasny Asset Management | 184.2k | 0.35% | $7.0M | trimmed -29.6% | 2025 Q1 |
| Victory Capital Management INC | 175.8k | 0.33% | $6.7M | trimmed -23.6% | 2019 Q1 |
| ProShare Advisors LLC | 171.8k | 0.33% | $6.6M | trimmed -9.9% | 2013 Q3 |
| HRT Financial LP | 155.1k | 0.29% | $5.9M | added +67.7% | 2024 Q3 |
| Bank OF America CORP /DE/ | 149.4k | 0.28% | $5.7M | trimmed -18.7% | ≤2013 |
| Public Sector Pension Investment Board | 144.2k | 0.27% | $5.5M | added +1.9% | 2023 Q2 |
| LSV Asset Management | 142.4k | 0.27% | $5.4M | added +11.5% | 2025 Q3 |
| Voloridge Investment Management | 139.3k | 0.27% | $5.3M | added +40.3% | 2025 Q4 |
| Ameriprise Financial INC | 138.4k | 0.26% | $5.3M | added +4% | ≤2013 |
| Ancora Advisors LLC | 135.0k | 0.26% | $5.2M | opened | 2026 Q1 |
| Nordea Investment Management AB | 134.2k | 0.26% | $5.1M | trimmed -5.2% | 2021 Q1 |
| American Century Companies INC | 126.1k | 0.24% | $4.8M | trimmed -1.8% | 2020 Q4 |
| Nuveen | 120.1k | 0.23% | $4.6M | added +62.3% | 2019 Q2 |
| Qube Research & Technologies LTD | 118.7k | 0.23% | $4.5M | trimmed -66.2% | 2022 Q2 |
| Rhumbline Advisers | 113.7k | 0.22% | $4.3M | added +0.9% | ≤2013 |
| Russell Investments Group, LTD. | 111.8k | 0.21% | $4.3M | added +278.8% | 2016 Q4 |
| First Trust Advisors LP | 104.0k | 0.20% | $4.0M | added +38.6% | 2024 Q4 |
| Legal & General Group PLC | 101.7k | 0.19% | $3.9M | trimmed -6.2% | ≤2013 |
Largest 50 of 240 shown; the full ranked, searchable register is at boothcheck.com/holders/WLY. 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.