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Funds Holding WIW

On this page, we present all of the funds holding WIW from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding WIW, with a link to that fund's top holdings. The next columns indicate the amount of WIW stock held by each of the funds holding WIW, followed by the WIW position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 99 funds holding WIW within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Morgan Stanley. For more details on the positions held by Morgan Stanley (or by any of the other funds holding WIW), click the fund name in the "Holder" column of the funds-holding-WIW table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley6,355,538$55,103 12/31/2023
     WIW6,355,538$55,103 12/31/2023
Allspring Global Investments Holdings LLC2,411,239$20,809 03/31/2024
     WIW2,411,239$20,809 03/31/2024
1607 Capital Partners LLC2,382,760$20,659 12/31/2023
     WIW2,382,760$20,659 12/31/2023
Rivernorth Capital Management LLC1,895,594$16,435 12/31/2023
     WIW1,895,594$16,435 12/31/2023
Beach Point Capital Management LP1,310,706$11,311 03/31/2024
     WIW1,310,706$11,311 03/31/2024
Penserra Capital Management LLC1,278,313$11,082 12/31/2023
     WIW1,278,313$11,082 12/31/2023
Sit Investment Associates Inc.945,351$8,196 12/31/2023
     WIW945,351$8,196 12/31/2023
Invesco Ltd.885,949$7,681 12/31/2023
     WIW885,949$7,681 12/31/2023
Bank of America Corp DE855,234$7,415 12/31/2023
     WIW855,234$7,415 12/31/2023
Baird Financial Group Inc.529,900$4,594 12/31/2023
     WIW529,900$4,594 12/31/2023
HighTower Advisors LLC525,763$4,560 12/31/2023
     WIW525,763$4,560 12/31/2023
PenderFund Capital Management Ltd.421,676$3,656 12/31/2023
     WIW421,676$3,656 12/31/2023
Janney Montgomery Scott LLC330,619$2,866 12/31/2023
     WIW330,619$2,866 12/31/2023
Stifel Financial Corp314,144$2,724 12/31/2023
     WIW314,144$2,724 12/31/2023
Roberts Glore & Co. Inc. IL302,618$2,624 12/31/2023
     WIW302,618$2,624 12/31/2023
Wakefield Asset Management LLLP286,129$2,481 12/31/2023
     WIW286,129$2,481 12/31/2023
Tortoise Investment Management LLC263,663$2,286 12/31/2023
     WIW263,663$2,286 12/31/2023
Landscape Capital Management L.L.C.236,206$2,048 12/31/2023
     WIW236,206$2,048 12/31/2023
Almitas Capital LLC205,674$1,783 12/31/2023
     WIW205,674$1,783 12/31/2023
WealthPLAN Partners LLC205,650$1,783 12/31/2023
     WIW205,650$1,783 12/31/2023
Fiera Capital Corp204,505$1,773 12/31/2023
     WIW204,505$1,773 12/31/2023
Grace & White Inc. NY183,497$1,591 12/31/2023
     WIW183,497$1,591 12/31/2023
Guggenheim Capital LLC175,368$1,520 12/31/2023
     WIW175,368$1,520 12/31/2023
CSS LLC IL166,253$1,441 12/31/2023
     WIW166,253$1,441 12/31/2023
Park Avenue Securities LLC161,568$1,394 03/31/2024
     WIW161,568$1,394 03/31/2024
U.S. Capital Wealth Advisors LLC142,964$1,239 12/31/2023
     WIW142,964$1,239 12/31/2023
Raymond James & Associates140,431$1,212 03/31/2024
     WIW140,431$1,212 03/31/2024
Peapack Gladstone Financial Corp130,192$1,129 12/31/2023
     WIW130,192$1,129 12/31/2023
Matisse Capital110,500$958 12/31/2023
     WIW110,500$958 12/31/2023
UBS Group AG109,675$951 12/31/2023
     WIW109,675$951 12/31/2023
Royal Bank of Canada86,167$747 12/31/2023
     WIW86,167$747 12/31/2023
Toroso Investments LLC84,865$736 12/31/2023
     WIW84,865$736 12/31/2023
Private Advisor Group LLC84,622$734 12/31/2023
     WIW84,622$734 12/31/2023
First Trust Advisors LP80,275$696 12/31/2023
     WIW80,275$696 12/31/2023
Dynamic Advisor Solutions LLC72,393$625 03/31/2024
     WIW72,393$625 03/31/2024
Prevail Innovative Wealth Advisors LLC59,308$514 12/31/2023
     WIW59,308$514 12/31/2023
Twin Focus Capital Partners LLC55,308$480 12/31/2023
     WIW55,308$480 12/31/2023
Concorde Asset Management LLC55,350$480 12/31/2023
     WIW55,350$480 12/31/2023
Stansberry Asset Management LLC55,130$478 12/31/2023
     WIW55,130$478 12/31/2023
Moors & Cabot Inc.54,500$473 12/31/2023
     WIW54,500$473 12/31/2023
Wolverine Asset Management LLC54,006$468 12/31/2023
     WIW54,006$468 12/31/2023
Hollencrest Capital Management53,842$467 12/31/2023
     WIW53,842$467 12/31/2023
Comerica Bank42,022$364 12/31/2023
     WIW42,022$364 12/31/2023
Weiss Asset Management LP37,259$323 12/31/2023
     WIW37,259$323 12/31/2023
Centric Wealth Management37,799$323 12/31/2023
     WIW37,799$323 12/31/2023
Hennion & Walsh Asset Management Inc.36,336$314 03/31/2024
     WIW36,336$314 03/31/2024
Verus Capital Partners LLC36,020$312 12/31/2023
     WIW36,020$312 12/31/2023
Accuvest Global Advisors34,420$298 12/31/2023
     WIW34,420$298 12/31/2023
LPL Financial LLC33,251$288 12/31/2023
     WIW33,251$288 12/31/2023
BlackDiamond Wealth Management Inc.33,530$286 12/31/2023
     WIW33,530$286 12/31/2023
Kingswood Wealth Advisors LLC31,879$275 03/31/2024
     WIW31,879$275 03/31/2024
Crestone Asset Management LLC30,022$260 12/31/2023
     WIW30,022$260 12/31/2023
MML Investors Services LLC26,406$229 12/31/2023
     WIW26,406$229 12/31/2023
Horizon Kinetics Asset Management LLC26,336$228 12/31/2023
     WIW26,336$228 12/31/2023
Elequin Capital LP25,400$220 12/31/2023
     WIW25,400$220 12/31/2023
Coastal Investment Advisors Inc.24,073$208 03/31/2024
     WIW24,073$208 03/31/2024
Integrated Capital Management Inc.22,752$196 03/31/2024
     WIW22,752$196 03/31/2024
Advisor Group Holdings Inc.22,259$193 12/31/2023
     WIW22,259$193 12/31/2023
Logan Stone Capital LLC19,464$169 12/31/2023
     WIW19,464$169 12/31/2023
Mariner LLC18,935$164 12/31/2023
     WIW18,935$164 12/31/2023
Arnhold LLC17,500$152 12/31/2023
     WIW17,500$152 12/31/2023
Nomura Holdings Inc.17,265$150 12/31/2023
     WIW17,265$150 12/31/2023
Crown Wealth Group LLC17,100$148 12/31/2023
     WIW17,100$148 12/31/2023
Steward Partners Investment Advisory LLC16,812$146 12/31/2023
     WIW16,812$146 12/31/2023
CTC Alternative Strategies Ltd.16,188$140 12/31/2023
     WIW16,188$140 12/31/2023
US Bancorp DE15,743$136 12/31/2023
     WIW15,743$136 12/31/2023
Cetera Advisor Networks LLC15,698$136 12/31/2023
     WIW15,698$136 12/31/2023
Oppenheimer & Co. Inc.13,100$114 12/31/2023
     WIW13,100$114 12/31/2023
Pinnacle Wealth Planning Services Inc.13,096$114 12/31/2023
     WIW13,096$114 12/31/2023
Commonwealth Equity Services LLC12,422$108 12/31/2023
     WIW12,422$108 12/31/2023
Karpus Management Inc.12,500$108 12/31/2023
     WIW12,500$108 12/31/2023
Hsbc Holdings PLC12,036$104 12/31/2023
     WIW12,036$104 12/31/2023
Qube Research & Technologies Ltd11,841$103 12/31/2023
     WIW11,841$103 12/31/2023
Envestnet Asset Management Inc.11,504$100 12/31/2023
     WIW11,504$100 12/31/2023
Bay Colony Advisory Group Inc d b a Bay Colony Advisors10,900$95 12/31/2023
     WIW10,900$95 12/31/2023
Clear Creek Financial Management LLC11,000$95 12/31/2023
     WIW11,000$95 12/31/2023
Integrated Wealth Concepts LLC10,856$94 12/31/2023
     WIW10,856$94 12/31/2023
We Are One Seven LLC10,547$91 12/31/2023
     WIW10,547$91 12/31/2023
Capital Investment Advisors LLC10,141$88 03/31/2024
     WIW10,141$88 03/31/2024
RPO LLC10,091$87 12/31/2023
     WIW10,091$87 12/31/2023
Blue Bell Private Wealth Management LLC7,897$68 03/31/2024
     WIW7,897$68 03/31/2024
Thomas J. Herzfeld Advisors Inc.7,470$65 12/31/2023
     WIW7,470$65 12/31/2023
North Star Investment Management Corp.6,307$55 12/31/2023
     WIW6,307$55 12/31/2023
Bartlett & Co. LLC3,000$26 12/31/2023
     WIW3,000$26 12/31/2023
Bartlett & CO. Wealth Management LLC3,000$26 12/31/2023
     WIW3,000$26 12/31/2023
GWM Advisors LLC1,762$15 12/31/2023
     WIW1,762$15 12/31/2023
Carmichael Hill & Associates Inc.1,670$14 03/31/2024
     WIW1,670$14 03/31/2024
IFP Advisors Inc1,630$14 12/31/2023
     WIW1,630$14 12/31/2023
Glass Jacobson Investment Advisors llc1,500$13 12/31/2023
     WIW1,500$13 12/31/2023
Bessemer Group Inc.1,397$12 12/31/2023
     WIW1,397$12 12/31/2023
Allworth Financial LP850$7 12/31/2023
     WIW850$7 12/31/2023
Key Financial Inc708$6 12/31/2023
     WIW708$6 12/31/2023
Baystate Wealth Management LLC507$4 12/31/2023
     WIW507$4 12/31/2023
Advisory Services Network LLC400$3 12/31/2023
     WIW400$3 12/31/2023
Beaird Harris Wealth Management LLC359$3 12/31/2023
     WIW359$3 12/31/2023
Sandy Spring Bank200$2 12/31/2023
     WIW200$2 12/31/2023
Bfsg LLC0$0 03/31/2024
     WIW0$0 03/31/2024
Wells Fargo & Company MN1$0 12/31/2023
     WIW1$0 12/31/2023
FMR LLC1$0 12/31/2023
     WIW1$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     WIW0$0 12/31/2023

See Summary: Institutional Holders of WIW
See Details: Top 10 Hedge Funds Holding WIW
Also See: WIW Insider Buying
Also See: WIW Holdings Changes

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