Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
558 institutional managers reported holding WMS for the quarter ended Mar 31, 2026. Together they hold about 88% of shares outstanding; the top 10 hold 40%. 89 opened new positions; 65 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| Vanguard Group | 7.61M | 9.71% | $1.04B | added +2.6% | 2014 Q3 |
| BlackRock | 7.42M | 9.46% | $1.02B | added +4.4% | 2014 Q3 |
| UBS | 2.67M | 3.40% | $365.9M | trimmed -4.5% | 2014 Q3 |
| State Street | 2.49M | 3.17% | $341.4M | added +0.8% | 2014 Q3 |
| Pictet Asset Management Holding SA | 2.20M | 2.81% | $302.4M | added +32.9% | 2016 Q2 |
| Baillie Gifford | 2.05M | 2.61% | $280.8M | trimmed -8.8% | 2022 Q4 |
| First Trust Advisors LP | 2.04M | 2.61% | $280.3M | trimmed -15.6% | 2016 Q4 |
| Impax Asset Management Group plc | 1.93M | 2.46% | $264.3M | trimmed -6.7% | 2014 Q4 |
| American Century Companies INC | 1.66M | 2.11% | $227.4M | added +9.5% | 2018 Q4 |
| Geode Capital | 1.34M | 1.71% | $184.4M | added +5.8% | 2014 Q3 |
| Morgan Stanley | 1.33M | 1.70% | $182.9M | trimmed -22% | 2014 Q3 |
| Amundi | 1.29M | 1.64% | $176.7M | added +0.7% | 2021 Q3 |
| Dimensional Fund Advisors | 1.19M | 1.52% | $163.4M | unchanged | 2015 Q4 |
| Kayne Anderson Rudnick Investment Management LLC | 1.11M | 1.41% | $151.7M | trimmed -7.1% | 2024 Q1 |
| Wellington Management | 1.06M | 1.35% | $145.8M | trimmed -15.9% | 2014 Q3 |
| Invesco | 982.5k | 1.25% | $134.7M | unchanged | 2014 Q4 |
| KBC Group NV | 917.0k | 1.17% | $125.8M | added +1.7% | 2020 Q2 |
| Impactive Capital LP (focused) | 856.5k | 1.09% | $117.5M | trimmed -41.2% | 2025 Q2 |
| Mirova US LLC | 801.0k | 1.02% | $109.9M | added +19.4% | 2024 Q1 |
| Charles Schwab Investment Management | 702.6k | 0.90% | $96.4M | trimmed -2.1% | 2014 Q3 |
| William Blair Investment Management, LLC | 655.7k | 0.84% | $89.9M | trimmed -4.7% | 2022 Q2 |
| Capital International Investors | 639.0k | 0.81% | $87.6M | trimmed -31.7% | 2020 Q4 |
| Janus Henderson | 592.6k | 0.76% | $81.3M | trimmed -1% | 2021 Q3 |
| Northern Trust | 589.2k | 0.75% | $80.8M | added +1% | 2014 Q3 |
| Mirae Asset Global Etfs Holdings LTD. | 586.0k | 0.75% | $80.4M | added +8.1% | 2018 Q3 |
| Liontrust Investment Partners LLP | 573.6k | 0.73% | $78.7M | unchanged | 2021 Q3 |
| Westwood Holdings Group INC | 553.2k | 0.70% | $75.9M | added +28.9% | 2025 Q1 |
| Adage Capital Partners GP, L.l.c. | 550.0k | 0.70% | $75.4M | added +266.7% | 2024 Q2 |
| Qube Research & Technologies LTD | 546.4k | 0.70% | $74.9M | added +147.6% | 2025 Q3 |
| Triodos Investment Management BV (focused) | 536.7k | 0.68% | $73.6M | unchanged | 2020 Q4 |
| Schroder Investment Management Group | 525.8k | 0.67% | $72.1M | trimmed -14.8% | 2022 Q3 |
| BNY Mellon | 519.2k | 0.66% | $71.2M | added +5.9% | 2014 Q3 |
| Schonfeld Strategic Advisors | 489.3k | 0.62% | $67.1M | trimmed -2.9% | 2022 Q1 |
| Brown Brothers Harriman & CO | 455.6k | 0.58% | $62.5M | trimmed -3.9% | 2021 Q2 |
| Goldman Sachs | 451.8k | 0.58% | $62.0M | trimmed -2.4% | 2017 Q2 |
| Bank OF America CORP /DE/ | 439.6k | 0.56% | $60.3M | trimmed -3.9% | 2014 Q3 |
| ACK Asset Management LLC (focused) | 390.0k | 0.50% | $53.5M | unchanged | 2025 Q2 |
| Interval Partners, LP | 388.9k | 0.50% | $53.3M | added +76.3% | 2025 Q2 |
| Allianz Asset Management GmbH | 381.4k | 0.49% | $52.3M | trimmed -20.2% | 2019 Q4 |
| Hill City Capital, LP (focused) | 370.0k | 0.47% | $50.7M | added +131.3% | 2025 Q3 |
| Ameriprise Financial INC | 358.9k | 0.46% | $49.2M | trimmed -20.2% | 2014 Q3 |
| Corient Private Wealth LLC | 342.2k | 0.44% | $46.9M | added +272.4% | 2022 Q4 |
| Stifel Financial CORP | 318.7k | 0.41% | $43.7M | added +0.7% | 2020 Q2 |
| Robeco Institutional Asset Management B.v. | 308.4k | 0.39% | $42.3M | trimmed -15.3% | 2024 Q3 |
| Franklin Resources | 298.7k | 0.38% | $41.0M | trimmed -18.7% | 2023 Q2 |
| VAN Lanschot Kempen Investment Management N.v. | 294.9k | 0.38% | $40.4M | added +47.6% | 2025 Q3 |
| Gotham Asset Management | 294.7k | 0.38% | $40.4M | added +22.9% | 2019 Q3 |
| Bamco INC /NY/ | 291.2k | 0.37% | $39.9M | trimmed -1.2% | 2025 Q1 |
| PNC Financial Services Group, INC. | 274.6k | 0.35% | $37.7M | trimmed -1.7% | 2014 Q3 |
| TD Asset Management INC | 272.2k | 0.35% | $37.3M | trimmed -25.5% | 2024 Q3 |
Largest 50 of 558 shown; the full ranked, searchable register is at boothcheck.com/holders/WMS. 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.