Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
749 institutional managers reported holding WSO for the quarter ended Mar 31, 2026. Reported positions total over 95% of shares outstanding; the top 10 hold 55%. 92 opened new positions; 96 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| BlackRock | 4.09M | 10.77% | $1.49B | added +11% | ≤2013 |
| Vanguard Group | 3.59M | 9.45% | $1.30B | added +1.7% | ≤2013 |
| Capital International Investors | 3.48M | 9.16% | $1.26B | trimmed -25.1% | 2025 Q2 |
| Capital Research Global Investors | 1.90M | 5.00% | $690.4M | opened | 2026 Q1 |
| FMR (Fidelity) | 1.89M | 4.98% | $687.4M | trimmed -3.9% | ≤2013 |
| Charles Schwab Investment Management | 1.34M | 3.53% | $487.4M | trimmed -14.1% | ≤2013 |
| Kayne Anderson Rudnick Investment Management LLC | 1.33M | 3.50% | $483.3M | trimmed -5.5% | 2016 Q1 |
| State Street | 1.27M | 3.36% | $463.2M | added +2.7% | ≤2013 |
| Baillie Gifford | 1.14M | 3.00% | $413.5M | added +24% | ≤2013 |
| Morgan Stanley | 891.0k | 2.35% | $324.0M | added +8% | ≤2013 |
| Geode Capital | 654.0k | 1.72% | $237.8M | added +2.5% | ≤2013 |
| Blair William & CO/IL | 582.7k | 1.53% | $211.9M | trimmed -13.7% | ≤2013 |
| Markel Group | 582.2k | 1.53% | $211.7M | added +0.8% | 2014 Q4 |
| Goldman Sachs | 560.7k | 1.48% | $203.9M | added +84% | ≤2013 |
| Davenport & CO LLC | 545.3k | 1.44% | $198.3M | added +16% | ≤2013 |
| UBS | 512.8k | 1.35% | $186.5M | added +62.6% | ≤2013 |
| Raymond James Financial INC | 426.9k | 1.12% | $155.2M | added +8.4% | 2016 Q1 |
| Wells Fargo & COMPANY/MN | 421.2k | 1.11% | $153.2M | trimmed -1.2% | ≤2013 |
| Capital Group (American Funds) | 339.0k | 0.89% | $123.3M | trimmed -21.9% | ≤2013 |
| Hamlin Capital Management, LLC (focused) | 337.3k | 0.89% | $122.7M | trimmed -0.9% | 2023 Q1 |
| Captrust Financial Advisors | 330.9k | 0.87% | $120.3M | trimmed -16.6% | 2017 Q4 |
| Northern Trust | 325.3k | 0.86% | $118.3M | added +1.9% | ≤2013 |
| Two Sigma | 300.1k | 0.79% | $109.1M | trimmed -25.9% | 2025 Q2 |
| Envestnet Asset Management INC | 292.4k | 0.77% | $106.3M | added +33.7% | 2016 Q1 |
| Bahl & Gaynor INC | 261.9k | 0.69% | $95.2M | unchanged | ≤2013 |
| BNY Mellon | 251.8k | 0.66% | $91.6M | trimmed -1% | ≤2013 |
| Bank OF America CORP /DE/ | 239.6k | 0.63% | $87.1M | added +12.2% | ≤2013 |
| Caledonia Investments PLC (focused) | 232.9k | 0.61% | $84.7M | unchanged | 2017 Q1 |
| Dimensional Fund Advisors | 226.9k | 0.60% | $82.5M | added +0.7% | ≤2013 |
| Brown Brothers Harriman & CO | 226.0k | 0.59% | $82.2M | trimmed -2.2% | 2014 Q1 |
| Renaissance Technologies | 216.4k | 0.57% | $78.7M | trimmed -29.1% | 2024 Q3 |
| Welch & Forbes LLC | 209.8k | 0.55% | $76.3M | unchanged | 2018 Q4 |
| Principal Financial Group INC | 174.6k | 0.46% | $63.5M | added +122.7% | ≤2013 |
| Vantage Investment Partners, LLC | 171.9k | 0.45% | $62.5M | added +3.4% | 2024 Q1 |
| Donaldson Capital Management, LLC | 162.6k | 0.43% | $59.1M | added +47.9% | 2015 Q4 |
| SG Capital Management LLC | 161.2k | 0.42% | $58.6M | opened | 2026 Q1 |
| Jacobs Levy Equity Management, INC | 147.4k | 0.39% | $53.6M | trimmed -3.3% | 2025 Q1 |
| Junto Capital Management LP | 145.2k | 0.38% | $52.8M | opened | 2026 Q1 |
| Royal Bank OF Canada | 144.2k | 0.38% | $52.4M | added +4.7% | ≤2013 |
| Corient Private Wealth LLC | 143.2k | 0.38% | $52.1M | trimmed -69.7% | 2022 Q4 |
| Benjamin Edwards INC | 141.9k | 0.37% | $51.6M | trimmed -2.2% | 2017 Q3 |
| Wellington Management | 140.2k | 0.37% | $51.0M | trimmed -5.9% | 2019 Q1 |
| Epoch Investment Partners, INC. | 133.5k | 0.35% | $48.5M | trimmed -1.2% | 2025 Q3 |
| Riverbridge Partners LLC | 131.7k | 0.35% | $47.9M | added +89.8% | 2017 Q2 |
| Neuberger Berman Group LLC | 130.5k | 0.34% | $47.4M | trimmed -65.9% | ≤2013 |
| Cibc Bancorp USA INC. | 127.9k | 0.34% | $46.5M | added +691.6% | 2023 Q1 |
| Aegon Asset Management UK PLC | 125.1k | 0.33% | $45.5M | added +9.7% | 2016 Q4 |
| Baird Financial Group, INC. | 122.2k | 0.32% | $44.4M | added +11.5% | ≤2013 |
| Conestoga Capital Advisors, LLC | 121.9k | 0.32% | $44.3M | added +5.5% | 2017 Q3 |
| Stifel Financial CORP | 110.8k | 0.29% | $40.3M | added +7% | 2016 Q1 |
Largest 50 of 749 shown; the full ranked, searchable register is at boothcheck.com/holders/WSO. 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.