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Funds Holding WHLM

On this page, we present all of the funds holding WHLM from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding WHLM, with a link to that fund's top holdings. The next columns indicate the amount of WHLM stock held by each of the funds holding WHLM, followed by the WHLM position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 12 funds holding WHLM within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Vanguard Group Inc.. For more details on the positions held by Vanguard Group Inc. (or by any of the other funds holding WHLM), click the fund name in the "Holder" column of the funds-holding-WHLM table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Vanguard Group Inc.23,494$97 12/31/2023
     WHLM23,494$97 12/31/2023
Renaissance Technologies LLC20,000$82 12/31/2023
     WHLM20,000$82 12/31/2023
Two Sigma Investments LP19,277$79 12/31/2023
     WHLM19,277$79 12/31/2023
Dimensional Fund Advisors LP14,457$59 12/31/2023
     WHLM14,457$59 12/31/2023
Tower Research Capital LLC TRC 1,849$8 12/31/2023
     WHLM1,849$8 12/31/2023
Avion Wealth1,030$4 12/31/2023
     WHLM1,030$4 12/31/2023
Spire Wealth Management125$1 03/31/2024
     WHLM125$1 03/31/2024
Financial Management Professionals Inc.71$0 03/31/2024
     WHLM71$0 03/31/2024
JPMorgan Chase & Co.1$0 12/31/2023
     WHLM1$0 12/31/2023
Wells Fargo & Company MN33$0 12/31/2023
     WHLM33$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     WHLM0$0 12/31/2023
Morgan Stanley50$0 12/31/2023
     WHLM50$0 12/31/2023
UBS Group AG25$0 12/31/2023
     WHLM25$0 12/31/2023

See Summary: Institutional Holders of WHLM
See Details: Top 10 Hedge Funds Holding WHLM
Also See: WHLM Insider Buying

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