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 236 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.

Holder	Amount	Position Size ($ in 1000's)	As of
BlackRock Inc.	6,783,269	$215,301	12/31/2023
WLY	6,783,269	$215,301	12/31/2023
Vanguard Group Inc.	5,466,211	$173,498	12/31/2023
WLY	5,466,211	$173,498	12/31/2023
Clarkston Capital Partners LLC	4,234,068	$134,389	12/31/2023
WLY	4,234,068	$134,389	12/31/2023
State Street Corp	2,471,597	$79,307	12/31/2023
WLY	2,471,597	$79,307	12/31/2023
Dimensional Fund Advisors LP	1,769,196	$56,155	12/31/2023
WLY	1,769,196	$56,155	12/31/2023
Schroder Investment Management Group	1,402,002	$44,500	12/31/2023
WLY	1,402,002	$44,500	12/31/2023
J. Goldman & Co LP		$34,865	12/31/2023
WLY	748,452	$23,756	12/31/2023
Call	350,000	$11,109	12/31/2023
Bank of New York Mellon Corp	997,822	$31,671	12/31/2023
WLY	997,822	$31,671	12/31/2023
Palisade Capital Management LLC NJ	978,899	$31,070	12/31/2023
WLY	978,899	$31,070	12/31/2023
Burgundy Asset Management Ltd.	950,838	$30,180	12/31/2023
WLY	950,838	$30,180	12/31/2023
William Blair Investment Management LLC	872,362	$27,689	12/31/2023
WLY	872,362	$27,689	12/31/2023
Geode Capital Management LLC	835,620	$26,526	12/31/2023
WLY	835,620	$26,526	12/31/2023
Charles Schwab Investment Management Inc.	630,659	$20,017	12/31/2023
WLY	630,659	$20,017	12/31/2023
JPMorgan Chase & Co.	595,632	$18,905	12/31/2023
WLY	595,632	$18,905	12/31/2023
Morgan Stanley	525,176	$16,669	12/31/2023
WLY	525,176	$16,669	12/31/2023
Raymond James & Associates	419,923	$16,012	03/31/2024
WLY	419,923	$16,012	03/31/2024
Man Group plc	451,143	$14,319	12/31/2023
WLY	451,143	$14,319	12/31/2023
Citadel Advisors LLC		$13,614	12/31/2023
WLY	403,533	$12,808	12/31/2023
Call	32,200	$1,022	12/31/2023
Put	6,800	$216	12/31/2023
Nuveen Asset Management LLC	412,173	$13,083	12/31/2023
WLY	412,173	$13,083	12/31/2023
Northern Trust Corp	411,641	$13,065	12/31/2023
WLY	411,641	$13,065	12/31/2023
Marshall Wace LLP	360,353	$11,438	12/31/2023
WLY	360,353	$11,438	12/31/2023
Qube Research & Technologies Ltd	325,275	$10,324	12/31/2023
WLY	325,275	$10,324	12/31/2023
New York State Common Retirement Fund	282,343	$8,962	12/31/2023
WLY	282,343	$8,962	12/31/2023
Victory Capital Management Inc.	281,051	$8,921	12/31/2023
WLY	281,051	$8,921	12/31/2023
ProShare Advisors LLC	247,953	$7,870	12/31/2023
WLY	247,953	$7,870	12/31/2023
Cardinal Capital Management LLC CT	244,199	$7,751	12/31/2023
WLY	244,199	$7,751	12/31/2023
Norges Bank	236,346	$7,502	12/31/2023
WLY	236,346	$7,502	12/31/2023
Principal Financial Group Inc.	232,333	$7,374	12/31/2023
WLY	232,333	$7,374	12/31/2023
Invesco Ltd.	225,222	$7,149	12/31/2023
WLY	225,222	$7,149	12/31/2023
D. E. Shaw & Co. Inc.	220,444	$6,997	12/31/2023
WLY	220,444	$6,997	12/31/2023
Ceredex Value Advisors LLC	211,300	$6,779	12/31/2023
WLY	211,300	$6,779	12/31/2023
Loomis Sayles & Co. L P	213,079	$6,763	12/31/2023
WLY	213,079	$6,763	12/31/2023
Ameriprise Financial Inc.	212,457	$6,744	12/31/2023
WLY	212,457	$6,744	12/31/2023
Voloridge Investment Management LLC	192,337	$6,105	12/31/2023
WLY	192,337	$6,105	12/31/2023
Advisors Asset Management Inc.	176,911	$5,615	12/31/2023
WLY	176,911	$5,615	12/31/2023
Eagle Asset Management Inc.	153,734	$4,880	12/31/2023
WLY	153,734	$4,880	12/31/2023
Nordea Investment Management AB	150,552	$4,763	12/31/2023
WLY	150,552	$4,763	12/31/2023
Goldman Sachs Group Inc.	143,229	$4,546	12/31/2023
WLY	143,229	$4,546	12/31/2023
Rhumbline Advisers	134,267	$4,262	12/31/2023
WLY	134,267	$4,262	12/31/2023
Tudor Investment Corp Et Al	128,780	$4,087	12/31/2023
WLY	128,780	$4,087	12/31/2023
Jacobs Levy Equity Management Inc.	125,147	$3,972	12/31/2023
WLY	125,147	$3,972	12/31/2023
Legal & General Group Plc	117,726	$3,737	12/31/2023
WLY	117,726	$3,737	12/31/2023
Renaissance Technologies LLC	111,800	$3,549	12/31/2023
WLY	111,800	$3,549	12/31/2023
FMR LLC	107,912	$3,425	12/31/2023
WLY	107,912	$3,425	12/31/2023
Engineers Gate Manager LP	105,073	$3,335	12/31/2023
WLY	105,073	$3,335	12/31/2023
Millennium Management LLC	103,220	$3,276	12/31/2023
WLY	103,220	$3,276	12/31/2023
Walleye Trading LLC	101,364	$3,217	12/31/2023
WLY	101,364	$3,217	12/31/2023
Seizert Capital Partners LLC	96,658	$3,068	12/31/2023
WLY	96,658	$3,068	12/31/2023
Cannell Peter B & Co. Inc.	95,073	$3,018	12/31/2023
WLY	95,073	$3,018	12/31/2023
Sycomore Asset Management	92,076	$2,941	12/31/2023
WLY	92,076	$2,941	12/31/2023
Clark Estates Inc. NY	90,000	$2,857	12/31/2023
WLY	90,000	$2,857	12/31/2023
State of Alaska Department of Revenue	74,826	$2,852	03/31/2024
WLY	74,826	$2,852	03/31/2024
Barclays PLC	88,465	$2,808	12/31/2023
WLY	88,465	$2,808	12/31/2023
Public Sector Pension Investment Board	88,183	$2,799	12/31/2023
WLY	88,183	$2,799	12/31/2023
Swiss National Bank	86,500	$2,746	12/31/2023
WLY	86,500	$2,746	12/31/2023
Arrowstreet Capital Limited Partnership	86,309	$2,739	12/31/2023
WLY	86,309	$2,739	12/31/2023
Meiji Yasuda Asset Management Co Ltd.	84,171	$2,672	12/31/2023
WLY	84,171	$2,672	12/31/2023
State of New Jersey Common Pension Fund D	83,167	$2,640	12/31/2023
WLY	83,167	$2,640	12/31/2023
Scalar Gauge Management LLC	74,400	$2,361	12/31/2023
WLY	74,400	$2,361	12/31/2023
New York State Teachers Retirement System	68,418	$2,172	12/31/2023
WLY	68,418	$2,172	12/31/2023
UBS Asset Management Americas Inc.	63,223	$2,007	12/31/2023
WLY	63,223	$2,007	12/31/2023
American Century Companies Inc.	62,458	$1,982	12/31/2023
WLY	62,458	$1,982	12/31/2023
Balyasny Asset Management LLC	60,699	$1,927	12/31/2023
WLY	60,699	$1,927	12/31/2023
Bonness Enterprises Inc.	48,400	$1,845	03/31/2024
WLY	48,400	$1,845	03/31/2024
Grandfield & Dodd LLC	57,690	$1,831	12/31/2023
WLY	57,690	$1,831	12/31/2023
Alliancebernstein L.P.	55,249	$1,754	12/31/2023
WLY	55,249	$1,754	12/31/2023
Jane Street Group LLC	55,014	$1,746	12/31/2023
WLY	55,014	$1,746	12/31/2023
Credit Suisse AG	51,660	$1,640	12/31/2023
WLY	51,660	$1,640	12/31/2023
BNP Paribas Arbitrage SA	51,343	$1,630	12/31/2023
WLY	51,343	$1,630	12/31/2023
Prudential Financial Inc.	48,385	$1,536	12/31/2023
WLY	48,385	$1,536	12/31/2023
Wells Fargo & Company MN	48,276	$1,532	12/31/2023
WLY	48,276	$1,532	12/31/2023
Petrus Trust Company LTA	47,998	$1,523	12/31/2023
WLY	47,998	$1,523	12/31/2023
Caldwell Sutter Capital Inc.	39,488	$1,506	03/31/2024
WLY	39,488	$1,506	03/31/2024
Uncommon Cents Investing LLC	37,955	$1,447	03/31/2024
WLY	37,955	$1,447	03/31/2024
Great West Life Assurance Co. Can	45,497	$1,442	12/31/2023
WLY	45,497	$1,442	12/31/2023
California State Teachers Retirement System	45,086	$1,431	12/31/2023
WLY	45,086	$1,431	12/31/2023
Summit Global Investments	44,484	$1,412	12/31/2023
WLY	44,484	$1,412	12/31/2023
Allianz Asset Management GmbH	44,102	$1,400	12/31/2023
WLY	44,102	$1,400	12/31/2023
Holocene Advisors LP	43,813	$1,391	12/31/2023
WLY	43,813	$1,391	12/31/2023
Access Investment Management LLC	43,705	$1,387	12/31/2023
WLY	43,705	$1,387	12/31/2023
Russell Investments Group Ltd.	42,789	$1,358	12/31/2023
WLY	42,789	$1,358	12/31/2023
Royce & Associates LP	41,992	$1,333	12/31/2023
WLY	41,992	$1,333	12/31/2023
Martin & Co. Inc. TN	39,446	$1,252	12/31/2023
WLY	39,446	$1,252	12/31/2023
Susquehanna International Group LLP		$1,213	12/31/2023
Call	23,600	$749	12/31/2023
WLY	22,207	$705	12/31/2023
Put	7,600	$241	12/31/2023
Thrivent Financial for Lutherans	37,944	$1,204	12/31/2023
WLY	37,944	$1,204	12/31/2023
Sei Investments Co.	37,117	$1,178	12/31/2023
WLY	37,117	$1,178	12/31/2023
Texas Permanent School Fund	36,701	$1,165	12/31/2023
WLY	36,701	$1,165	12/31/2023
Kendall Capital Management	34,975	$1,110	12/31/2023
WLY	34,975	$1,110	12/31/2023
Cardinal Capital Management	28,560	$1,089	03/31/2024
WLY	28,560	$1,089	03/31/2024
State of Tennessee Treasury Department	32,010	$1,016	12/31/2023
WLY	32,010	$1,016	12/31/2023
CWM LLC	26,341	$1,004	03/31/2024
WLY	26,341	$1,004	03/31/2024
Acadian Asset Management LLC	31,514	$998	12/31/2023
WLY	31,514	$998	12/31/2023
Macquarie Group Ltd.	31,295	$993	12/31/2023
WLY	31,295	$993	12/31/2023
Cornercap Investment Counsel Inc.	30,610	$972	12/31/2023
WLY	30,610	$972	12/31/2023
Harbor Capital Advisors Inc.	30,337	$963	12/31/2023
WLY	30,337	$963	12/31/2023
Bank of America Corp DE	30,295	$962	12/31/2023
WLY	30,295	$962	12/31/2023
Vident Advisory LLC	28,293	$898	12/31/2023
WLY	28,293	$898	12/31/2023
Duality Advisers LP	28,061	$891	12/31/2023
WLY	28,061	$891	12/31/2023
Squarepoint Ops LLC	27,400	$870	12/31/2023
WLY	27,400	$870	12/31/2023
HRT Financial LP	26,362	$836	12/31/2023
WLY	26,362	$836	12/31/2023
Jump Financial LLC	26,300	$835	12/31/2023
WLY	26,300	$835	12/31/2023
Algert Global LLC	25,920	$823	12/31/2023
WLY	25,920	$823	12/31/2023
Alps Advisors Inc.	25,853	$821	12/31/2023
WLY	25,853	$821	12/31/2023
Ensign Peak Advisors Inc	25,830	$820	12/31/2023
WLY	25,830	$820	12/31/2023
Price T Rowe Associates Inc. MD	25,533	$811	12/31/2023
WLY	25,533	$811	12/31/2023
Illinois Municipal Retirement Fund	25,380	$806	12/31/2023
WLY	25,380	$806	12/31/2023
Louisiana State Employees Retirement System	20,900	$797	03/31/2024
WLY	20,900	$797	03/31/2024
Citigroup Inc.	24,644	$782	12/31/2023
WLY	24,644	$782	12/31/2023
Graham Capital Management L.P.	24,094	$765	12/31/2023
WLY	24,094	$765	12/31/2023
PEAK6 Investments LLC		$730	12/31/2023
WLY	57,583	$1,828	12/31/2023
Put	34,600	$1,098	12/31/2023
Strs Ohio	22,700	$720	12/31/2023
WLY	22,700	$720	12/31/2023
Royal Bank of Canada	22,447	$712	12/31/2023
WLY	22,447	$712	12/31/2023
Raymond James Trust N.A.	18,274	$697	03/31/2024
WLY	18,274	$697	03/31/2024
Caxton Associates LP	21,778	$691	12/31/2023
WLY	21,778	$691	12/31/2023
Comerica Bank	20,998	$666	12/31/2023
WLY	20,998	$666	12/31/2023
Yousif Capital Management LLC	20,988	$666	12/31/2023
WLY	20,988	$666	12/31/2023
Deutsche Bank AG	20,727	$658	12/31/2023
WLY	20,727	$658	12/31/2023
Janus Henderson Group PLC	20,660	$656	12/31/2023
WLY	20,660	$656	12/31/2023
Sciencast Management LP	20,673	$656	12/31/2023
WLY	20,673	$656	12/31/2023
American International Group Inc.	20,123	$639	12/31/2023
WLY	20,123	$639	12/31/2023
Franklin Resources Inc.	19,767	$627	12/31/2023
WLY	19,767	$627	12/31/2023
Mirae Asset Global Investments Co. Ltd.	19,509	$619	12/31/2023
WLY	19,509	$619	12/31/2023
Skandinaviska Enskilda Banken AB publ	19,300	$613	12/31/2023
WLY	19,300	$613	12/31/2023
MetLife Investment Management LLC	19,140	$608	12/31/2023
WLY	19,140	$608	12/31/2023
The Manufacturers Life Insurance Company	19,095	$606	12/31/2023
WLY	19,095	$606	12/31/2023
Mitsubishi UFJ Trust & Banking Corp	19,017	$604	12/31/2023
WLY	19,017	$604	12/31/2023
Y Intercept Hong Kong Ltd	17,842	$566	12/31/2023
WLY	17,842	$566	12/31/2023
Maryland State Retirement & Pension System	15,199	$548	03/31/2024
WLY	15,199	$548	03/31/2024
Mackenzie Financial Corp	17,274	$548	12/31/2023
WLY	17,274	$548	12/31/2023
Twinbeech Capital LP	16,896	$536	12/31/2023
WLY	16,896	$536	12/31/2023
Tower Research Capital LLC TRC	16,318	$518	12/31/2023
WLY	16,318	$518	12/31/2023
First Trust Advisors LP	15,974	$507	12/31/2023
WLY	15,974	$507	12/31/2023
Walleye Capital LLC	15,578	$494	12/31/2023
WLY	15,578	$494	12/31/2023
Amalgamated Bank	12,870	$491	03/31/2024
WLY	12,870	$491	03/31/2024
Envestnet Asset Management Inc.	15,484	$491	12/31/2023
WLY	15,484	$491	12/31/2023
Captrust Financial Advisors	14,914	$473	12/31/2023
WLY	14,914	$473	12/31/2023
Voya Investment Management LLC	14,807	$470	12/31/2023
WLY	14,807	$470	12/31/2023
Neuberger Berman Group LLC	14,344	$455	12/31/2023
WLY	14,344	$455	12/31/2023
Campbell & CO Investment Adviser LLC	14,047	$446	12/31/2023
WLY	14,047	$446	12/31/2023
Teachers Retirement System of The State of Kentucky	13,818	$438	12/31/2023
WLY	13,818	$438	12/31/2023
Guggenheim Capital LLC	13,567	$431	12/31/2023
WLY	13,567	$431	12/31/2023
Aquatic Capital Management LLC	13,200	$419	12/31/2023
WLY	13,200	$419	12/31/2023
Morningstar Investment Services LLC	12,736	$406	12/31/2023
WLY	12,736	$406	12/31/2023
Brown Brothers Harriman & Co.	12,500	$397	12/31/2023
WLY	12,500	$397	12/31/2023
Oregon Public Employees Retirement Fund	12,443	$395	12/31/2023
WLY	12,443	$395	12/31/2023
Atom Investors LP	12,367	$393	12/31/2023
WLY	12,367	$393	12/31/2023
Arizona State Retirement System	12,266	$389	12/31/2023
WLY	12,266	$389	12/31/2023
State Board of Administration of Florida Retirement System	12,186	$387	12/31/2023
WLY	12,186	$387	12/31/2023
Two Sigma Advisers LP	12,200	$387	12/31/2023
WLY	12,200	$387	12/31/2023
Hunter Perkins Capital Management LLC	9,575	$365	03/31/2024
WLY	9,575	$365	03/31/2024
UBS Group AG	11,289	$358	12/31/2023
WLY	11,289	$358	12/31/2023
Mission Wealth Management LP	11,279	$358	12/31/2023
WLY	11,279	$358	12/31/2023
Sumitomo Mitsui Trust Holdings Inc.	9,231	$352	03/31/2024
WLY	9,231	$352	03/31/2024
Point72 Europe London LLP	10,915	$346	12/31/2023
WLY	10,915	$346	12/31/2023
XTX Topco Ltd	10,839	$344	12/31/2023
WLY	10,839	$344	12/31/2023
New Mexico Educational Retirement Board	9,000	$343	03/31/2024
WLY	9,000	$343	03/31/2024
Dynamic Technology Lab Private Ltd	10,261	$326	12/31/2023
WLY	10,261	$326	12/31/2023
Zurcher Kantonalbank Zurich Cantonalbank	10,225	$325	12/31/2023
WLY	10,225	$325	12/31/2023
Quadrature Capital Ltd	10,248	$325	12/31/2023
WLY	10,248	$325	12/31/2023
Quest Partners LLC	9,982	$317	12/31/2023
WLY	9,982	$317	12/31/2023
Gotham Asset Management LLC	9,691	$308	12/31/2023
WLY	9,691	$308	12/31/2023
Arjuna Capital	9,409	$299	12/31/2023
WLY	9,409	$299	12/31/2023
Los Angeles Capital Management & Equity Research Inc.	7,787	$297	03/31/2024
WLY	7,787	$297	03/31/2024
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	9,169	$291	12/31/2023
WLY	9,169	$291	12/31/2023
Cerity Partners LLC	8,935	$284	12/31/2023
WLY	8,935	$284	12/31/2023
GSA Capital Partners LLP	8,794	$279	12/31/2023
WLY	8,794	$279	12/31/2023
Klingenstein Fields & Co. LP	8,608	$273	12/31/2023
WLY	8,608	$273	12/31/2023
Commonwealth Equity Services LLC	8,038	$255	12/31/2023
WLY	8,038	$255	12/31/2023
AQR Capital Management LLC	8,037	$255	12/31/2023
WLY	8,037	$255	12/31/2023
KBC Group NV	7,551	$240	12/31/2023
WLY	7,551	$240	12/31/2023
Mutual of America Capital Management LLC	7,437	$236	12/31/2023
WLY	7,437	$236	12/31/2023
Everence Capital Management Inc.	7,180	$228	12/31/2023
WLY	7,180	$228	12/31/2023
Centiva Capital LP	6,913	$219	12/31/2023
WLY	6,913	$219	12/31/2023
Eschler Asset Management LLP	6,868	$218	12/31/2023
WLY	6,868	$218	12/31/2023
Toroso Investments LLC	6,792	$216	12/31/2023
WLY	6,792	$216	12/31/2023
Penbrook Management LLC	5,500	$210	03/31/2024
WLY	5,500	$210	03/31/2024
Ironwood Investment Counsel LLC	6,585	$209	12/31/2023
WLY	6,585	$209	12/31/2023
Handelsbanken Fonder AB	6,537	$207	12/31/2023
WLY	6,537	$207	12/31/2023
LPL Financial LLC	6,401	$203	12/31/2023
WLY	6,401	$203	12/31/2023
GHE LLC	6,290	$200	12/31/2023
WLY	6,290	$200	12/31/2023
Public Employees Retirement Association of Colorado	6,067	$193	12/31/2023
WLY	6,067	$193	12/31/2023
Lazard Asset Management LLC	5,675	$179	12/31/2023
WLY	5,675	$179	12/31/2023
Cubist Systematic Strategies LLC	5,106	$162	12/31/2023
WLY	5,106	$162	12/31/2023
The PNC Financial Services Group Inc.	4,585	$146	12/31/2023
WLY	4,585	$146	12/31/2023
Ameritas Investment Partners Inc.	3,775	$120	12/31/2023
WLY	3,775	$120	12/31/2023
Vestcor Inc	3,441	$109	12/31/2023
WLY	3,441	$109	12/31/2023
Adirondack Trust Co.	2,100	$80	03/31/2024
WLY	2,100	$80	03/31/2024
Point72 Asset Management L.P.	2,200	$70	12/31/2023
WLY	2,200	$70	12/31/2023
Metropolitan Life Insurance Co NY	2,076	$66	12/31/2023
WLY	2,076	$66	12/31/2023
US Bancorp DE	2,039	$65	12/31/2023
WLY	2,039	$65	12/31/2023
Bessemer Group Inc.	2,000	$63	12/31/2023
WLY	2,000	$63	12/31/2023
Shell Asset Management Co.	1,914	$61	12/31/2023
WLY	1,914	$61	12/31/2023
Lindbrook Capital LLC	1,600	$51	12/31/2023
WLY	1,600	$51	12/31/2023
Group One Trading L.P.		$46	12/31/2023
WLY	949	$30	12/31/2023
Call	500	$16	12/31/2023
Public Employees Retirement System of Ohio	1,217	$39	12/31/2023
WLY	1,217	$39	12/31/2023
First Manhattan Co.	1,150	$37	12/31/2023
WLY	1,150	$37	12/31/2023
Baldwin Brothers Inc. MA	800	$31	03/31/2024
WLY	800	$31	03/31/2024
Assetmark Inc.	965	$31	12/31/2023
WLY	965	$31	12/31/2023
Advisor Group Holdings Inc.	940	$30	12/31/2023
WLY	940	$30	12/31/2023
GAMMA Investing LLC	754	$29	03/31/2024
WLY	754	$29	03/31/2024
Daiwa Securities Group Inc.	900	$29	12/31/2023
WLY	900	$29	12/31/2023
EntryPoint Capital LLC	789	$25	12/31/2023
WLY	789	$25	12/31/2023
Quadrant Capital Group LLC	763	$24	12/31/2023
WLY	763	$24	12/31/2023
Global Retirement Partners LLC	477	$18	03/31/2024
WLY	477	$18	03/31/2024
Amundi	540	$17	12/31/2023
WLY	540	$17	12/31/2023
Point72 Hong Kong Ltd	535	$17	12/31/2023
WLY	535	$17	12/31/2023
Simplex Trading LLC		$15	12/31/2023
WLY	1,784	$56	12/31/2023
Put	1,400	$44	12/31/2023
Call	100	$3	12/31/2023
First Horizon Advisors Inc.	476	$15	12/31/2023
WLY	476	$15	12/31/2023
Nomura Asset Management Co. Ltd.	410	$13	12/31/2023
WLY	410	$13	12/31/2023
Steward Partners Investment Advisory LLC	401	$13	12/31/2023
WLY	401	$13	12/31/2023
Dixon Mitchell Investment Counsel Inc.	300	$11	03/31/2024
WLY	300	$11	03/31/2024
Fifth Third Bancorp	250	$10	03/31/2024
WLY	250	$10	03/31/2024
Covestor Ltd	317	$10	12/31/2023
WLY	317	$10	12/31/2023
Parallel Advisors LLC	223	$7	12/31/2023
WLY	223	$7	12/31/2023
Clean Yield Group	193	$6	12/31/2023
WLY	193	$6	12/31/2023
Versant Capital Management Inc	119	$5	03/31/2024
WLY	119	$5	03/31/2024
Johnson Financial Group Inc.	149	$5	12/31/2023
WLY	149	$5	12/31/2023
Red Tortoise LLC	61	$2	03/31/2024
WLY	61	$2	03/31/2024
Ronald Blue Trust Inc.	52	$2	12/31/2023
WLY	52	$2	12/31/2023
SYSTM Wealth Solutions LLC	66	$2	12/31/2023
WLY	66	$2	12/31/2023
Farmers & Merchants Investments Inc.	20	$1	03/31/2024
WLY	20	$1	03/31/2024
Westend Capital Management LLC	17	$1	03/31/2024
WLY	17	$1	03/31/2024
Nisa Investment Advisors LLC	25	$1	12/31/2023
WLY	25	$1	12/31/2023
JFS Wealth Advisors LLC	22	$1	12/31/2023
WLY	22	$1	12/31/2023
Eagle Bay Advisors LLC	18	$1	12/31/2023
WLY	18	$1	12/31/2023
Farther Finance Advisors LLC	30	$1	12/31/2023
WLY	30	$1	12/31/2023
Private Wealth Management Group LLC	39	$1	12/31/2023
WLY	39	$1	12/31/2023
Massmutual Trust Co. FSB ADV	8	$0	03/31/2024
WLY	8	$0	03/31/2024
JJJ Advisors Inc.	1	$0	03/31/2024
WLY	1	$0	03/31/2024
SJS Investment Consulting Inc.	10	$0	03/31/2024
WLY	10	$0	03/31/2024
Proequities Inc.	0	$0	12/31/2023
WLY	0	$0	12/31/2023
Creative Financial Designs Inc. ADV	10	$0	12/31/2023
WLY	10	$0	12/31/2023
Manchester Capital Management LLC	4	$0	12/31/2023
WLY	4	$0	12/31/2023
Parkside Financial Bank & Trust	10	$0	12/31/2023
WLY	10	$0	12/31/2023
Allworth Financial LP	10	$0	12/31/2023
WLY	10	$0	12/31/2023
Glassman Wealth Services	13	$0	12/31/2023
WLY	13	$0	12/31/2023
DiNuzzo Private Wealth Inc.	7	$0	12/31/2023
WLY	7	$0	12/31/2023

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

WLY — Current Quote

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WLY — Performance