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Funds Holding WLYB

On this page, we present all of the funds holding WLYB from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding WLYB, with a link to that fund's top holdings. The next columns indicate the amount of WLYB stock held by each of the funds holding WLYB, followed by the WLYB position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 14 funds holding WLYB 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 WLYB), click the fund name in the "Holder" column of the funds-holding-WLYB table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley145,704$4,686 12/31/2023
     WLYB145,704$4,686 12/31/2023
PFG Investments LLC53,477$2,033 03/31/2024
     WLYB53,477$2,033 03/31/2024
Royal Bank of Canada37,700$1,213 12/31/2023
     WLYB37,700$1,213 12/31/2023
Spears Abacus Advisors LLC20,000$759 03/31/2024
     WLYB20,000$759 03/31/2024
Caldwell Sutter Capital Inc.17,104$650 03/31/2024
     WLYB17,104$650 03/31/2024
Cannell Peter B & Co. Inc.20,000$643 12/31/2023
     WLYB20,000$643 12/31/2023
Dimensional Fund Advisors LP15,247$579 03/31/2024
     WLYB15,247$579 03/31/2024
Geode Capital Management LLC8,147$262 12/31/2023
     WLYB8,147$262 12/31/2023
UBS Group AG7,900$254 12/31/2023
     WLYB7,900$254 12/31/2023
Neuberger Berman Group LLC7,760$250 12/31/2023
     WLYB7,760$250 12/31/2023
Vanguard Group Inc.6,415$244 03/31/2024
     WLYB6,415$244 03/31/2024
BlackRock Inc.62$2 03/31/2024
     WLYB62$2 03/31/2024
Tower Research Capital LLC TRC 64$2 12/31/2023
     WLYB64$2 12/31/2023
Wells Fargo & Company MN8$0 03/31/2024
     WLYB8$0 03/31/2024
Proequities Inc.0$0 03/31/2024
     Put0$0 03/31/2024
     Call0$0 03/31/2024
     WLYB0$0 03/31/2024

See Summary: Institutional Holders of WLYB
See Details: Top 10 Hedge Funds Holding WLYB

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