Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
355 institutional managers reported holding WTM for the quarter ended Mar 31, 2026. Together they hold about 90% of shares outstanding; the top 10 hold 49%. 41 opened new positions; 35 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| Vanguard Group | 244.2k | 9.98% | $535.0M | added +3.5% | ≤2013 |
| Dimensional Fund Advisors | 156.6k | 6.40% | $343.2M | unchanged | ≤2013 |
| Neuberger Berman Group LLC | 124.7k | 5.10% | $273.3M | trimmed -3.8% | ≤2013 |
| River Road Asset Management, LLC | 120.5k | 4.92% | $264.1M | unchanged | ≤2013 |
| BlackRock | 113.3k | 4.63% | $248.3M | added +0.9% | ≤2013 |
| Cooke & Bieler LP | 104.9k | 4.29% | $229.8M | trimmed -1.6% | 2024 Q4 |
| Fuller & Thaler Asset Management, INC. | 104.6k | 4.27% | $229.1M | trimmed -3.3% | 2014 Q1 |
| Fiduciary Management INC /WI/ | 85.1k | 3.48% | $186.4M | trimmed -5.8% | 2017 Q1 |
| Wallace Capital Management INC. | 78.8k | 3.22% | $172.7M | trimmed -1.9% | ≤2013 |
| Morgan Stanley | 59.3k | 2.42% | $129.9M | trimmed -27.8% | ≤2013 |
| Boston Partners | 57.5k | 2.35% | $125.9M | trimmed -25.3% | ≤2013 |
| London CO OF Virginia | 57.1k | 2.33% | $125.2M | trimmed -2.7% | ≤2013 |
| State Street | 49.2k | 2.01% | $107.7M | trimmed -3% | ≤2013 |
| Geode Capital | 42.1k | 1.72% | $92.3M | added +1.4% | ≤2013 |
| T. Rowe Price Investment Management, INC. | 41.5k | 1.70% | $91.0M | added +523.1% | 2023 Q2 |
| Gendell Jeffrey L | 37.8k | 1.54% | $82.9M | added +16.3% | 2025 Q4 |
| Reinhart Partners, LLC. | 37.4k | 1.53% | $81.9M | trimmed -15% | ≤2013 |
| Lord, Abbett & CO. LLC | 33.1k | 1.35% | $72.6M | trimmed -2% | 2023 Q2 |
| Bank OF America CORP /DE/ | 28.4k | 1.16% | $62.1M | trimmed -1.6% | ≤2013 |
| Cannell & Spears LLC | 28.0k | 1.15% | $61.4M | unchanged | 2024 Q1 |
| Charles Schwab Investment Management | 24.2k | 0.99% | $53.1M | added +4.3% | ≤2013 |
| Raymond James Financial INC | 24.0k | 0.98% | $52.5M | unchanged | 2016 Q1 |
| Mraz, Amerine & Associates, INC. | 22.2k | 0.91% | $48.6M | trimmed -2% | ≤2013 |
| Southeastern Asset Management INC/TN/ (focused) | 18.9k | 0.77% | $41.3M | trimmed -40.4% | 2021 Q4 |
| Allspring Global Investments Holdings, LLC | 18.6k | 0.76% | $40.8M | trimmed -7.8% | 2023 Q4 |
| UBS | 18.3k | 0.75% | $40.0M | added +33.8% | ≤2013 |
| Brown Advisory INC | 17.8k | 0.73% | $39.1M | trimmed -5.9% | ≤2013 |
| Goldman Sachs | 15.8k | 0.65% | $34.6M | added +200.1% | ≤2013 |
| Envestnet Asset Management INC | 15.6k | 0.64% | $34.1M | trimmed -1.5% | ≤2013 |
| Northern Trust | 15.5k | 0.63% | $34.0M | trimmed -7% | ≤2013 |
| Wellington Management | 14.9k | 0.61% | $32.6M | trimmed -6.6% | ≤2013 |
| Boussard & Gavaudan Investment Management LLP | 14.0k | 0.57% | $30.6M | opened | 2026 Q1 |
| Jane Street | 13.8k | 0.56% | $30.3M | added +708.9% | 2020 Q1 |
| Horizon Kinetics Asset Management LLC | 13.1k | 0.54% | $28.7M | unchanged | 2024 Q2 |
| Elkhorn Partners Limited Partnership (focused) | 12.7k | 0.52% | $27.8M | trimmed -6.6% | ≤2013 |
| Victory Capital Management INC | 11.1k | 0.46% | $24.4M | added +77% | 2018 Q1 |
| SEI Investments CO | 11.1k | 0.45% | $24.3M | added +40.2% | 2014 Q4 |
| Susquehanna International Group | 11.0k | 0.45% | $24.0M | added +8206.8% | 2021 Q1 |
| Select Equity Group | 10.6k | 0.43% | $23.1M | trimmed -46.4% | 2023 Q3 |
| Quantinno Capital Management LP | 9.8k | 0.40% | $21.4M | added +34.6% | 2022 Q2 |
| Speece Thorson Capital Group INC (focused) | 9.4k | 0.38% | $20.6M | trimmed -11.9% | ≤2013 |
| Gotham Asset Management | 9.0k | 0.37% | $19.8M | added +34.7% | 2025 Q2 |
| D. E. Shaw | 8.9k | 0.36% | $19.5M | added +3.7% | 2019 Q3 |
| Wells Fargo & COMPANY/MN | 8.8k | 0.36% | $19.2M | trimmed -3.9% | ≤2013 |
| BNY Mellon | 8.4k | 0.34% | $18.5M | trimmed -4.4% | ≤2013 |
| American Century Companies INC | 8.3k | 0.34% | $18.2M | added +828.3% | 2021 Q1 |
| Gw&k Investment Management, LLC | 7.9k | 0.32% | $17.4M | trimmed -8.1% | 2022 Q3 |
| AQR Capital | 7.7k | 0.32% | $17.0M | added +72.9% | 2018 Q4 |
| Triad Investment Management | 7.6k | 0.31% | $16.7M | added +199.3% | 2025 Q4 |
| Thompson Siegel & Walmsley LLC | 7.2k | 0.29% | $15.8M | trimmed -19.2% | ≤2013 |
Largest 50 of 355 shown; the full ranked, searchable register is at boothcheck.com/holders/WTM. 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.