HoldingsChannel.com
Funds Holding WLY

On this page, we present all of the funds holding WLY from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding WLY, with a link to that fund's top holdings. The next columns indicate the amount of WLY stock held by each of the funds holding WLY, followed by the WLY position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 223 funds holding WLY within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by BlackRock Inc.. For more details on the positions held by BlackRock Inc. (or by any of the other funds holding WLY), click the fund name in the "Holder" column of the funds-holding-WLY table below.

HolderAmountPosition Size
($ in 1000's)
 As of
BlackRock Inc.6,932,640$235,918 06/30/2023
     WLY6,932,640$235,918 06/30/2023
Vanguard Group Inc.5,342,586$181,808 06/30/2023
     WLY5,342,586$181,808 06/30/2023
State Street Corp5,272,483$179,423 06/30/2023
     WLY5,272,483$179,423 06/30/2023
Clarkston Capital Partners LLC2,876,698$97,894 06/30/2023
     WLY2,876,698$97,894 06/30/2023
Champlain Investment Partners LLC2,004,890$68,226 06/30/2023
     WLY2,004,890$68,226 06/30/2023
Dimensional Fund Advisors LP1,626,279$55,343 06/30/2023
     WLY1,626,279$55,343 06/30/2023
Cardinal Capital Management LLC CT1,106,203$37,644 06/30/2023
     WLY1,106,203$37,644 06/30/2023
Palisade Capital Management LLC NJ1,032,823$35,147 06/30/2023
     WLY1,032,823$35,147 06/30/2023
Bank of New York Mellon Corp865,350$29,448 06/30/2023
     WLY865,350$29,448 06/30/2023
Goldman Sachs Group Inc.864,240$29,410 06/30/2023
     WLY864,240$29,410 06/30/2023
Geode Capital Management LLC859,759$29,258 06/30/2023
     WLY859,759$29,258 06/30/2023
William Blair Investment Management LLC791,914$26,949 06/30/2023
     WLY791,914$26,949 06/30/2023
Schroder Investment Management Group659,674$22,449 06/30/2023
     WLY659,674$22,449 06/30/2023
Morgan Stanley624,337$21,246 06/30/2023
     WLY624,337$21,246 06/30/2023
Federated Hermes Inc.574,434$19,548 06/30/2023
     WLY574,434$19,548 06/30/2023
Charles Schwab Investment Management Inc.560,490$19,073 06/30/2023
     WLY560,490$19,073 06/30/2023
Northern Trust Corp447,504$15,229 06/30/2023
     WLY447,504$15,229 06/30/2023
Citadel Advisors LLC $14,873 06/30/2023
     WLY427,863$14,560 06/30/2023
     Call17,600$599 06/30/2023
     Put8,400$286 06/30/2023
Comerica Bank427,041$14,532 06/30/2023
     WLY427,041$14,532 06/30/2023
JPMorgan Chase & Co.374,866$12,757 06/30/2023
     WLY374,866$12,757 06/30/2023
Raymond James & Associates372,241$12,667 06/30/2023
     WLY372,241$12,667 06/30/2023
Grandfield & Dodd LLC324,804$11,053 06/30/2023
     WLY324,804$11,053 06/30/2023
New York State Common Retirement Fund271,115$9,226 06/30/2023
     WLY271,115$9,226 06/30/2023
Victory Capital Management Inc.270,242$9,196 06/30/2023
     WLY270,242$9,196 06/30/2023
Ameriprise Financial Inc.263,077$8,953 06/30/2023
     WLY263,077$8,953 06/30/2023
Principal Financial Group Inc.248,057$8,441 06/30/2023
     WLY248,057$8,441 06/30/2023
Loomis Sayles & Co. L P238,007$8,099 06/30/2023
     WLY238,007$8,099 06/30/2023
Nuveen Asset Management LLC221,440$7,536 06/30/2023
     WLY221,440$7,536 06/30/2023
Qube Research & Technologies Ltd219,397$7,466 06/30/2023
     WLY219,397$7,466 06/30/2023
ProShare Advisors LLC212,865$7,244 06/30/2023
     WLY212,865$7,244 06/30/2023
Invesco Ltd.206,572$7,030 06/30/2023
     WLY206,572$7,030 06/30/2023
Van ECK Associates Corp193,520$6,585 06/30/2023
     WLY193,520$6,585 06/30/2023
Eagle Asset Management Inc.154,111$5,244 06/30/2023
     WLY154,111$5,244 06/30/2023
Rhumbline Advisers142,475$4,848 06/30/2023
     WLY142,475$4,848 06/30/2023
Voloridge Investment Management LLC130,057$4,426 06/30/2023
     WLY130,057$4,426 06/30/2023
Macquarie Group Ltd.126,695$4,311 06/30/2023
     WLY126,695$4,311 06/30/2023
Legal & General Group Plc123,119$4,190 06/30/2023
     WLY123,119$4,190 06/30/2023
D. E. Shaw & Co. Inc.118,761$4,041 06/30/2023
     WLY118,761$4,041 06/30/2023
Cannell Peter B & Co. Inc.116,467$3,963 06/30/2023
     WLY116,467$3,963 06/30/2023
Clean Yield Group112,559$3,830 06/30/2023
     WLY112,559$3,830 06/30/2023
Sei Investments Co.110,069$3,746 06/30/2023
     WLY110,069$3,746 06/30/2023
Sycomore Asset Management103,719$3,447 06/30/2023
     WLY103,719$3,447 06/30/2023
Swiss National Bank95,700$3,257 06/30/2023
     WLY95,700$3,257 06/30/2023
Cubist Systematic Strategies LLC94,177$3,205 06/30/2023
     WLY94,177$3,205 06/30/2023
Wells Fargo & Company MN91,882$3,127 06/30/2023
     WLY91,882$3,127 06/30/2023
Nordea Investment Management AB88,466$3,025 06/30/2023
     WLY88,466$3,025 06/30/2023
Amundi84,955$2,904 06/30/2023
     WLY84,955$2,904 06/30/2023
Seizert Capital Partners LLC84,858$2,888 06/30/2023
     WLY84,858$2,888 06/30/2023
J. Goldman & Co LP79,896$2,719 06/30/2023
     WLY79,896$2,719 06/30/2023
State of Alaska Department of Revenue77,233$2,627 06/30/2023
     WLY77,233$2,627 06/30/2023
Public Sector Pension Investment Board75,809$2,580 06/30/2023
     WLY75,809$2,580 06/30/2023
Willis Investment Counsel74,397$2,532 06/30/2023
     WLY74,397$2,532 06/30/2023
Prudential Financial Inc.52,638$2,530 06/30/2023
     WLY52,638$2,530 06/30/2023
UBS Asset Management Americas Inc.64,467$2,499 06/30/2023
     WLY64,467$2,499 06/30/2023
Meiji Yasuda Asset Management Co Ltd.70,845$2,411 06/30/2023
     WLY70,845$2,411 06/30/2023
New York State Teachers Retirement System70,145$2,387 06/30/2023
     WLY70,145$2,387 06/30/2023
State of New Jersey Common Pension Fund D66,551$2,265 06/30/2023
     WLY66,551$2,265 06/30/2023
Credit Suisse AG65,441$2,227 06/30/2023
     WLY65,441$2,227 06/30/2023
Russell Investments Group Ltd.60,613$2,063 06/30/2023
     WLY60,613$2,063 06/30/2023
California State Teachers Retirement System53,014$1,804 06/30/2023
     WLY53,014$1,804 06/30/2023
Advisors Asset Management Inc.52,366$1,782 06/30/2023
     WLY52,366$1,782 06/30/2023
Alliancebernstein L.P.51,301$1,746 06/30/2023
     WLY51,301$1,746 06/30/2023
Bonness Enterprises Inc.48,400$1,647 06/30/2023
     WLY48,400$1,647 06/30/2023
Commonwealth of Pennsylvania Public School Empls Retrmt SYS48,277$1,643 06/30/2023
     WLY48,277$1,643 06/30/2023
American Century Companies Inc.44,658$1,520 06/30/2023
     WLY44,658$1,520 06/30/2023
Great West Life Assurance Co. Can44,374$1,511 06/30/2023
     WLY44,374$1,511 06/30/2023
State of Tennessee Treasury Department42,215$1,437 06/30/2023
     WLY42,215$1,437 06/30/2023
Alps Advisors Inc.41,884$1,425 06/30/2023
     WLY41,884$1,425 06/30/2023
Balyasny Asset Management LLC41,078$1,398 06/30/2023
     WLY41,078$1,398 06/30/2023
Thrivent Financial for Lutherans40,938$1,393 06/30/2023
     WLY40,938$1,393 06/30/2023
Uncommon Cents Investing LLC40,680$1,384 06/30/2023
     WLY40,680$1,384 06/30/2023
Martin & Co. Inc. TN40,619$1,382 06/30/2023
     WLY40,619$1,382 06/30/2023
Caldwell Sutter Capital Inc.39,488$1,344 06/30/2023
     WLY39,488$1,344 06/30/2023
Texas Permanent School Fund37,600$1,280 06/30/2023
     WLY37,600$1,280 06/30/2023
BNP Paribas Arbitrage SA37,377$1,272 06/30/2023
     WLY37,377$1,272 06/30/2023
Barclays PLC36,878$1,254 06/30/2023
     WLY36,878$1,254 06/30/2023
Citigroup Inc.36,637$1,247 06/30/2023
     WLY36,637$1,247 06/30/2023
Ergoteles LLC36,615$1,246 06/30/2023
     WLY36,615$1,246 06/30/2023
Carson Advisory Inc.8,235$1,225 06/30/2023
     WLY8,235$1,225 06/30/2023
North Star Investment Management Corp.32,230$1,097 06/30/2023
     WLY32,230$1,097 06/30/2023
Jump Financial LLC32,198$1,096 06/30/2023
     WLY32,198$1,096 06/30/2023
Bank of America Corp DE30,795$1,048 06/30/2023
     WLY30,795$1,048 06/30/2023
Cornercap Investment Counsel Inc.29,823$1,015 06/30/2023
     WLY29,823$1,015 06/30/2023
Duality Advisers LP28,642$975 06/30/2023
     WLY28,642$975 06/30/2023
CWM LLC28,085$956 06/30/2023
     WLY28,085$956 06/30/2023
Petrus Trust Company LTA26,828$913 06/30/2023
     WLY26,828$913 06/30/2023
Allianz Asset Management GmbH26,735$910 06/30/2023
     WLY26,735$910 06/30/2023
Harbor Capital Advisors Inc.26,706$909 06/30/2023
     WLY26,706$909 06/30/2023
Cardinal Capital Management26,558$904 06/30/2023
     WLY26,558$904 06/30/2023
Dynamic Technology Lab Private Ltd26,103$888 06/30/2023
     WLY26,103$888 06/30/2023
Ensign Peak Advisors Inc25,830$879 06/30/2023
     WLY25,830$879 06/30/2023
Renaissance Technologies LLC25,100$854 06/30/2023
     WLY25,100$854 06/30/2023
HRT Financial LP24,995$850 06/30/2023
     WLY24,995$850 06/30/2023
Price T Rowe Associates Inc. MD24,378$830 06/30/2023
     WLY24,378$830 06/30/2023
Candriam Luxembourg S.C.A.23,407$797 06/30/2023
     WLY23,407$797 06/30/2023
Skandinaviska Enskilda Banken AB publ 23,300$793 06/30/2023
     WLY23,300$793 06/30/2023
MetLife Investment Management LLC23,050$784 06/30/2023
     WLY23,050$784 06/30/2023
American International Group Inc.22,931$780 06/30/2023
     WLY22,931$780 06/30/2023
Strs Ohio22,700$772 06/30/2023
     WLY22,700$772 06/30/2023
Yousif Capital Management LLC22,656$771 06/30/2023
     WLY22,656$771 06/30/2023
Louisiana State Employees Retirement System22,400$762 06/30/2023
     WLY22,400$762 06/30/2023
Mirae Asset Global Investments Co. Ltd.20,897$711 06/30/2023
     WLY20,897$711 06/30/2023
Janus Henderson Group PLC20,696$704 06/30/2023
     WLY20,696$704 06/30/2023
Franklin Resources Inc.20,125$685 06/30/2023
     WLY20,125$685 06/30/2023
Deutsche Bank AG19,080$649 06/30/2023
     WLY19,080$649 06/30/2023
Millennium Management LLC18,620$634 06/30/2023
     WLY18,620$634 06/30/2023
Susquehanna International Group LLP $599 06/30/2023
     WLY34,297$1,167 06/30/2023
     Put16,700$568 06/30/2023
The Manufacturers Life Insurance Company 17,200$585 06/30/2023
     WLY17,200$585 06/30/2023
Voya Investment Management LLC17,183$585 06/30/2023
     WLY17,183$585 06/30/2023
Amalgamated Bank17,168$584 06/30/2023
     WLY17,168$584 06/30/2023
XTX Topco Ltd16,983$578 06/30/2023
     WLY16,983$578 06/30/2023
Hunter Perkins Capital Management LLC16,674$567 06/30/2023
     WLY16,674$567 06/30/2023
Maryland State Retirement & Pension System16,639$566 06/30/2023
     WLY16,639$566 06/30/2023
Tower Research Capital LLC TRC 15,918$542 06/30/2023
     WLY15,918$542 06/30/2023
ETF Managers Group LLC13,829$536 03/31/2023
     WLY13,829$536 03/31/2023
Aquatic Capital Management LLC15,400$524 06/30/2023
     WLY15,400$524 06/30/2023
First Trust Advisors LP14,950$509 06/30/2023
     WLY14,950$509 06/30/2023
Neuberger Berman Group LLC14,952$509 06/30/2023
     WLY14,952$509 06/30/2023
Arjuna Capital14,590$496 06/30/2023
     WLY14,590$496 06/30/2023
Envestnet Asset Management Inc.14,451$492 06/30/2023
     WLY14,451$492 06/30/2023
Quadrature Capital Ltd14,456$492 06/30/2023
     WLY14,456$492 06/30/2023
Mitsubishi UFJ Trust & Banking Corp14,372$489 06/30/2023
     WLY14,372$489 06/30/2023
Royal Bank of Canada14,137$481 06/30/2023
     WLY14,137$481 06/30/2023
Kendall Capital Management13,805$470 06/30/2023
     WLY13,805$470 06/30/2023
Teza Capital Management LLC13,722$467 06/30/2023
     WLY13,722$467 06/30/2023
Oregon Public Employees Retirement Fund13,300$453 06/30/2023
     WLY13,300$453 06/30/2023
Raymond James Trust N.A.12,813$436 06/30/2023
     WLY12,813$436 06/30/2023
Lido Advisors LLC12,681$432 06/30/2023
     WLY12,681$432 06/30/2023
Teachers Retirement System of The State of Kentucky12,471$425 06/30/2023
     WLY12,471$425 06/30/2023
ExodusPoint Capital Management LP12,463$424 06/30/2023
     WLY12,463$424 06/30/2023
Arizona State Retirement System12,387$422 06/30/2023
     WLY12,387$422 06/30/2023
Diversified Trust Co12,325$419 06/30/2023
     WLY12,325$419 06/30/2023
State Board of Administration of Florida Retirement System12,126$413 06/30/2023
     WLY12,126$413 06/30/2023
Mackenzie Financial Corp12,030$411 06/30/2023
     WLY12,030$411 06/30/2023
Panagora Asset Management Inc.12,000$408 06/30/2023
     WLY12,000$408 06/30/2023
Verity Asset Management Inc.11,261$383 06/30/2023
     WLY11,261$383 06/30/2023
Morningstar Investment Services LLC11,200$381 06/30/2023
     WLY11,200$381 06/30/2023
Teacher Retirement System of Texas9,742$378 06/30/2023
     WLY9,742$378 06/30/2023
Bessemer Group Inc.10,800$368 06/30/2023
     WLY10,800$368 06/30/2023
Trexquant Investment LP10,644$362 06/30/2023
     WLY10,644$362 06/30/2023
Bayesian Capital Management LP10,259$349 06/30/2023
     WLY10,259$349 06/30/2023
UBS Group AG10,070$343 06/30/2023
     WLY10,070$343 06/30/2023
Davy Global Fund Management Ltd10,013$341 06/30/2023
     WLY10,013$341 06/30/2023
Brown Brothers Harriman & Co.10,000$340 06/30/2023
     WLY10,000$340 06/30/2023
Mission Wealth Management LP9,676$329 06/30/2023
     WLY9,676$329 06/30/2023
Klingenstein Fields & Co. LP9,432$321 06/30/2023
     WLY9,432$321 06/30/2023
Cerity Partners LLC9,187$313 06/30/2023
     WLY9,187$313 06/30/2023
Algert Global LLC8,992$306 06/30/2023
     WLY8,992$306 06/30/2023
Jane Street Group LLC8,983$306 06/30/2023
     WLY8,983$306 06/30/2023
Mutual of America Capital Management LLC8,340$284 06/30/2023
     WLY8,340$284 06/30/2023
Stifel Financial Corp8,292$282 06/30/2023
     WLY8,292$282 06/30/2023
Zurcher Kantonalbank Zurich Cantonalbank 8,268$281 06/30/2023
     WLY8,268$281 06/30/2023
Captrust Financial Advisors8,222$280 06/30/2023
     WLY8,222$280 06/30/2023
Two Sigma Advisers LP8,100$276 06/30/2023
     WLY8,100$276 06/30/2023
Tudor Investment Corp Et Al8,083$275 06/30/2023
     WLY8,083$275 06/30/2023
Commonwealth Equity Services LLC7,949$271 06/30/2023
     WLY7,949$271 06/30/2023
Eschler Asset Management LLP7,897$269 06/30/2023
     WLY7,897$269 06/30/2023
O Shaughnessy Asset Management LLC7,415$252 06/30/2023
     WLY7,415$252 06/30/2023
GHE LLC6,290$244 06/30/2023
     WLY6,290$244 06/30/2023
Ethic Inc.7,078$241 06/30/2023
     WLY7,078$241 06/30/2023
Advisory Services Network LLC6,942$236 06/30/2023
     WLY6,942$236 06/30/2023
Verdence Capital Advisors LLC6,907$235 06/30/2023
     WLY6,907$235 06/30/2023
Beck Mack & Oliver LLC6,627$226 06/30/2023
     WLY6,627$226 06/30/2023
Point72 Middle East FZE6,542$223 06/30/2023
     WLY6,542$223 06/30/2023
Handelsbanken Fonder AB6,537$222 06/30/2023
     WLY6,537$222 06/30/2023
PEAK6 Investments LLC $221 06/30/2023
     Call8,200$279 06/30/2023
     Put2,400$82 06/30/2023
     WLY701$24 06/30/2023
Grantham Mayo Van Otterloo & Co. LLC6,475$220 06/30/2023
     WLY6,475$220 06/30/2023
Public Employees Retirement Association of Colorado6,067$206 06/30/2023
     WLY6,067$206 06/30/2023
Oppenheimer & Co. Inc.5,920$201 06/30/2023
     WLY5,920$201 06/30/2023
Penbrook Management LLC5,900$201 06/30/2023
     WLY5,900$201 06/30/2023
Quantbot Technologies LP4,756$162 06/30/2023
     WLY4,756$162 06/30/2023
The PNC Financial Services Group Inc.4,141$141 06/30/2023
     WLY4,141$141 06/30/2023
Ameritas Investment Partners Inc.3,409$116 06/30/2023
     WLY3,409$116 06/30/2023
FMR LLC3,169$108 06/30/2023
     WLY3,169$108 06/30/2023
KBC Group NV2,824$96 06/30/2023
     WLY2,824$96 06/30/2023
Shell Asset Management Co.2,504$85 06/30/2023
     WLY2,504$85 06/30/2023
Allspring Global Investments Holdings LLC2,392$81 06/30/2023
     WLY2,392$81 06/30/2023
Metropolitan Life Insurance Co NY2,247$76 06/30/2023
     WLY2,247$76 06/30/2023
Lazard Asset Management LLC1,885$64 06/30/2023
     WLY1,885$64 06/30/2023
Nisa Investment Advisors LLC1,848$63 06/30/2023
     WLY1,848$63 06/30/2023
Assetmark Inc.1,832$62 06/30/2023
     WLY1,832$62 06/30/2023
HM Payson & Co.1,765$60 06/30/2023
     WLY1,765$60 06/30/2023
Baldwin Brothers Inc. MA1,750$60 06/30/2023
     WLY1,750$60 06/30/2023
Studio Investment Management LLC1,625$55 06/30/2023
     WLY1,625$55 06/30/2023
Lindbrook Capital LLC1,600$54 06/30/2023
     WLY1,600$54 06/30/2023
US Bancorp DE1,562$53 06/30/2023
     WLY1,562$53 06/30/2023
First Manhattan Co.1,150$39 06/30/2023
     WLY1,150$39 06/30/2023
Advisor Group Holdings Inc.1,083$37 06/30/2023
     WLY1,083$37 06/30/2023
Public Employees Retirement System of Ohio1,014$35 06/30/2023
     WLY1,014$35 06/30/2023
Northwestern Mutual Wealth Management Co.770$26 06/30/2023
     WLY770$26 06/30/2023
Simplex Trading LLC $22 06/30/2023
     Put4,400$149 06/30/2023
     WLY3,027$103 06/30/2023
     Call2,000$68 06/30/2023
First Horizon Advisors Inc.616$21 06/30/2023
     WLY616$21 06/30/2023
IFP Advisors Inc571$19 06/30/2023
     WLY571$19 06/30/2023
First Capital Advisors Group LLC.566$19 06/30/2023
     WLY566$19 06/30/2023
Global Retirement Partners LLC552$19 06/30/2023
     WLY552$19 06/30/2023
Fifth Third Bancorp458$16 06/30/2023
     WLY458$16 06/30/2023
Nomura Asset Management Co. Ltd.410$14 06/30/2023
     WLY410$14 06/30/2023
Steward Partners Investment Advisory LLC401$14 06/30/2023
     WLY401$14 06/30/2023
Parallel Advisors LLC385$13 06/30/2023
     WLY385$13 06/30/2023
JJJ Advisors Inc.304$10 06/30/2023
     WLY304$10 06/30/2023
Bollard Group LLC230$8 06/30/2023
     WLY230$8 06/30/2023
Quadrant Capital Group LLC130$4 06/30/2023
     WLY130$4 06/30/2023
Covestor Ltd135$4 06/30/2023
     WLY135$4 06/30/2023
Trust Co. of Vermont100$3 06/30/2023
     WLY100$3 06/30/2023
Toronto Dominion Bank20$1 06/30/2023
     WLY20$1 06/30/2023
Foster Dykema Cabot & Co. Inc. MA31$1 06/30/2023
     WLY31$1 06/30/2023
Massmutual Trust Co. FSB ADV17$1 06/30/2023
     WLY17$1 06/30/2023
Denali Advisors LLC16$1 06/30/2023
     WLY16$1 06/30/2023
Farmers & Merchants Investments Inc.20$1 06/30/2023
     WLY20$1 06/30/2023
Parkside Financial Bank & Trust34$1 06/30/2023
     WLY34$1 06/30/2023
Signaturefd LLC27$1 06/30/2023
     WLY27$1 06/30/2023
JFS Wealth Advisors LLC27$1 06/30/2023
     WLY27$1 06/30/2023
Versant Capital Management Inc19$1 06/30/2023
     WLY19$1 06/30/2023
Eagle Bay Advisors LLC21$1 06/30/2023
     WLY21$1 06/30/2023
Proequities Inc.0$0 06/30/2023
     WLY0$0 06/30/2023
Creative Financial Designs Inc. ADV10$0 06/30/2023
     WLY10$0 06/30/2023
Earnest Partners LLC6$0 06/30/2023
     WLY6$0 06/30/2023
Baker Avenue Asset Management LP9$0 06/30/2023
     WLY9$0 06/30/2023
Clear Street Markets LLC1$0 06/30/2023
     WLY1$0 06/30/2023
Allworth Financial LP9$0 06/30/2023
     WLY9$0 06/30/2023
Glassman Wealth Services13$0 06/30/2023
     WLY13$0 06/30/2023
Disciplined Investments LLC8$0 06/30/2023
     WLY8$0 06/30/2023
SJS Investment Consulting Inc.5$0 06/30/2023
     WLY5$0 06/30/2023
Belvedere Trading LLC5,906$-41 06/30/2023
     Put7,100$242 06/30/2023
     WLY5,906$201 06/30/2023

See Summary: Institutional Holders of WLY
See Details: Top 10 Hedge Funds Holding WLY
Also See: WLY Holdings Changes

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