| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing WDC Share Count |
|---|
| First Horizon Advisors Inc. |
181 |
2,230 |
+2,049 |
+1132.04% |
| Private Trust Co. NA |
121 |
863 |
+742 |
+613.22% |
| DekaBank Deutsche Girozentrale |
53,464 |
234,605 |
+181,141 |
+338.81% |
| Cutler Group LP |
3,214 |
11,777 |
+8,563 |
+266.43% |
| Robeco Institutional Asset Management B.V. |
15,648 |
44,589 |
+28,941 |
+184.95% |
| Cambridge Investment Research Advisors Inc. |
4,192 |
8,439 |
+4,247 |
+101.31% |
| GHP Investment Advisors Inc. |
326 |
649 |
+323 |
+99.08% |
| Exchange Traded Concepts LLC |
80 |
147 |
+67 |
+83.75% |
| Raymond James Financial Services Advisors Inc. |
12,530 |
22,310 |
+9,780 |
+78.05% |
| Capital Advisors Ltd. LLC |
29 |
41 |
+12 |
+41.38% |
| Lindbrook Capital LLC |
614 |
843 |
+229 |
+37.30% |
| DNB Asset Management AS |
5,587,698 |
7,650,830 |
+2,063,132 |
+36.92% |
| Amalgamated Bank |
81,133 |
110,212 |
+29,079 |
+35.84% |
| Valley National Advisers Inc. |
45 |
60 |
+15 |
+33.33% |
| Wealth Enhancement Advisory Services LLC |
4,893 |
6,522 |
+1,629 |
+33.29% |
| GAMMA Investing LLC |
1,490 |
1,953 |
+463 |
+31.07% |
| Global Retirement Partners LLC |
596 |
737 |
+141 |
+23.66% |
| Artemis Investment Management LLP |
1,999,589 |
2,471,433 |
+471,844 |
+23.60% |
| Bruce G. Allen Investments LLC |
288 |
353 |
+65 |
+22.57% |
| Natixis Advisors L.P. |
38,856 |
47,206 |
+8,350 |
+21.49% |
| Veriti Management LLC |
4,951 |
5,688 |
+737 |
+14.89% |
| V Square Quantitative Management LLC |
8,878 |
10,167 |
+1,289 |
+14.52% |
| Sound Income Strategies LLC |
63,751 |
71,252 |
+7,501 |
+11.77% |
| Sumitomo Mitsui Trust Holdings Inc. |
757,301 |
822,281 |
+64,980 |
+8.58% |
| Allworth Financial LP |
450 |
485 |
+35 |
+7.78% |
| Massmutual Trust Co. FSB ADV |
1,233 |
1,321 |
+88 |
+7.14% |
| Wealthfront Advisers LLC |
7,842 |
8,378 |
+536 |
+6.83% |
| Fifth Third Bancorp |
11,362 |
11,841 |
+479 |
+4.22% |
| Assenagon Asset Management S.A. |
565,377 |
588,732 |
+23,355 |
+4.13% |
| Jessup Wealth Management Inc |
3,871 |
3,994 |
+123 |
+3.18% |
| CWM LLC |
8,200 |
8,309 |
+109 |
+1.33% |
| IFM Investors Pty Ltd |
62,071 |
62,555 |
+484 |
+0.78% |
| Czech National Bank |
56,789 |
57,050 |
+261 |
+0.46% |
| Miracle Mile Advisors LLC |
37,366 |
37,501 |
+135 |
+0.36% |
| State of Michigan Retirement System |
88,757 |
88,857 |
+100 |
+0.11% |
| 13F Filers Reporting New Positions In WDC |
|---|
| Pflug Koory LLC |
0 |
0 |
UNCH |
100% |
| CENTRAL TRUST Co |
0 |
108 |
+108 |
+100% |
| Cigna Investments Inc. New |
0 |
3,456 |
+3,456 |
+100% |
| ZWJ Investment Counsel Inc. |
0 |
3,913 |
+3,913 |
+100% |
| Park Avenue Securities LLC |
0 |
6,405 |
+6,405 |
+100% |
| Los Angeles Capital Management & Equity Research Inc. |
0 |
4,004 |
+4,004 |
+100% |
| Mather Group LLC. |
0 |
1,990 |
+1,990 |
+100% |
| Dynamic Advisor Solutions LLC |
0 |
4,684 |
+4,684 |
+100% |
| MCF Advisors LLC |
0 |
29 |
+29 |
+100% |
| Dakota Wealth Management |
0 |
3,346 |
+3,346 |
+100% |
| Sunbelt Securities Inc. |
0 |
527 |
+527 |
+100% |
| Harbour Capital Advisors LLC |
0 |
4,350 |
+4,350 |
+100% |
| CX Institutional |
0 |
3,530 |
+3,530 |
+100% |
| CloudAlpha Capital Management Limited Hong Kong |
0 |
81,300 |
+81,300 |
+100% |
| Main Street Financial Solutions LLC |
0 |
4,229 |
+4,229 |
+100% |
| Wolff Financial Management LLC |
0 |
3,229 |
+3,229 |
+100% |
| Rise Advisors LLC |
0 |
371 |
+371 |
+100% |
| Opal Wealth Advisors LLC |
0 |
33 |
+33 |
+100% |
| SOA Wealth Advisors LLC. |
0 |
450 |
+450 |
+100% |
| Whalen Wealth Management Inc. |
0 |
7,884 |
+7,884 |
+100% |
| Highview Capital Management LLC DE |
0 |
10,277 |
+10,277 |
+100% |
| nVerses Capital LLC |
0 |
2,800 |
+2,800 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Caldwell Sutter Capital Inc. |
24 |
24 |
UNCH |
0.00% |
| Tompkins Financial Corp |
300 |
300 |
UNCH |
0.00% |
| Norwood Financial Corp |
100 |
100 |
UNCH |
0.00% |
| Optimum Investment Advisors |
500 |
500 |
UNCH |
0.00% |
| WASHINGTON TRUST Co |
76 |
76 |
UNCH |
0.00% |
| Webster Bank N. A. |
1,200 |
1,200 |
UNCH |
0.00% |
| Bangor Savings Bank |
23 |
23 |
UNCH |
0.00% |
| Atlas Capital Advisors LLC |
953 |
953 |
UNCH |
0.00% |
| Harbor Investment Advisory LLC |
104 |
104 |
UNCH |
0.00% |
| Perkins Coie Trust Co |
19 |
19 |
UNCH |
0.00% |
| Livforsakringsbolaget Skandia Omsesidigt |
560 |
560 |
UNCH |
0.00% |
| Financial Management Professionals Inc. |
9 |
9 |
UNCH |
0.00% |
| CKW Financial Group |
5 |
5 |
UNCH |
0.00% |
| Sugarloaf Wealth Management LLC |
316 |
316 |
UNCH |
0.00% |
| Symmetry Partners LLC |
4,194 |
4,194 |
UNCH |
0.00% |
| Founders Capital Management |
1,350 |
1,350 |
UNCH |
0.00% |
| Bogart Wealth LLC |
179 |
179 |
UNCH |
0.00% |
| Northwest Capital Management Inc |
180 |
180 |
UNCH |
0.00% |
| Versant Capital Management Inc |
63 |
63 |
UNCH |
0.00% |
| Aspire Private Capital LLC |
20 |
20 |
UNCH |
0.00% |
| Prestige Wealth Management Group LLC |
241 |
241 |
UNCH |
0.00% |
| Maryland State Retirement & Pension System |
24,990 |
24,990 |
UNCH |
0.00% |
| Bellevue Asset Management LLC |
300 |
300 |
UNCH |
0.00% |
| CVA Family Office LLC |
785 |
785 |
UNCH |
0.00% |
| TI Trust Inc. |
5,450 |
5,450 |
UNCH |
0.00% |
| Center for Financial Planning Inc. |
80 |
80 |
UNCH |
0.00% |
| City State Bank |
35 |
35 |
UNCH |
0.00% |
| Byrne Asset Management LLC |
70 |
70 |
UNCH |
0.00% |
| Fortitude Family Office LLC |
116 |
116 |
UNCH |
0.00% |
| SYSTM Wealth Solutions LLC |
42 |
42 |
UNCH |
0.00% |
| Park Place Capital Corp |
445 |
445 |
UNCH |
0.00% |
| PFS Partners LLC |
4,200 |
4,200 |
UNCH |
0.00% |
| Financial Perspectives Inc |
95 |
95 |
UNCH |
0.00% |
| Wetzel Investment Advisors Inc. |
55 |
55 |
UNCH |
0.00% |
| 13F Filers Decreasing WDC Share Count |
|---|
| Nexus Investment Management ULC |
414,363 |
4,000 |
-410,363 |
-99.03% |
| Gerber LLC |
10,827 |
3,381 |
-7,446 |
-68.77% |
| Raymond James & Associates |
74,375 |
38,485 |
-35,890 |
-48.26% |
| Romano Brothers AND Company |
32,014 |
21,764 |
-10,250 |
-32.02% |
| Banque Cantonale Vaudoise |
42,739 |
30,895 |
-11,844 |
-27.71% |
| UMB Bank N A MO |
3,686 |
2,686 |
-1,000 |
-27.13% |
| Spire Wealth Management |
435 |
368 |
-67 |
-15.40% |
| Hexagon Capital Partners LLC |
1,640 |
1,400 |
-240 |
-14.63% |
| AdvisorNet Financial Inc |
178 |
153 |
-25 |
-14.04% |
| Venturi Wealth Management LLC |
108 |
93 |
-15 |
-13.89% |
| WESPAC Advisors LLC |
15,046 |
12,995 |
-2,051 |
-13.63% |
| State of Alaska Department of Revenue |
69,581 |
61,126 |
-8,455 |
-12.15% |
| Portman Square Capital LLP |
9,687 |
8,574 |
-1,113 |
-11.49% |
| Fjarde AP Fonden Fourth Swedish National Pension Fund |
56,966 |
50,966 |
-6,000 |
-10.53% |
| BLB&B Advisors LLC |
14,027 |
12,887 |
-1,140 |
-8.13% |
| Securian Asset Management Inc |
20,535 |
19,097 |
-1,438 |
-7.00% |
| MV Capital Management Inc. |
332 |
309 |
-23 |
-6.93% |
| Sumitomo Life Insurance Co. |
5,990 |
5,612 |
-378 |
-6.31% |
| Hartford Investment Management Co. |
21,846 |
21,005 |
-841 |
-3.85% |
| Gulf International Bank UK Ltd |
27,524 |
26,473 |
-1,051 |
-3.82% |
| Bank of New York Mellon Corp |
2,129,625 |
2,050,252 |
-79,373 |
-3.73% |
| Louisiana State Employees Retirement System |
19,600 |
18,900 |
-700 |
-3.57% |
| Yousif Capital Management LLC |
50,443 |
48,680 |
-1,763 |
-3.50% |
| New Mexico Educational Retirement Board |
16,614 |
16,314 |
-300 |
-1.81% |
| SJS Investment Consulting Inc. |
57 |
56 |
-1 |
-1.75% |
| Financial Sense Advisors Inc. |
46,425 |
45,625 |
-800 |
-1.72% |
| Zurcher Kantonalbank Zurich Cantonalbank |
96,815 |
95,369 |
-1,446 |
-1.49% |
| Shulman DeMeo Asset Management LLC |
6,635 |
6,537 |
-98 |
-1.48% |
| Allspring Global Investments Holdings LLC |
15,967 |
15,759 |
-208 |
-1.30% |
| New York State Teachers Retirement System |
301,752 |
298,265 |
-3,487 |
-1.16% |
| Contravisory Investment Management Inc. |
7,445 |
7,414 |
-31 |
-0.42% |
| JJJ Advisors Inc. |
391 |
390 |
-1 |
-0.26% |
| 13F Filers Exiting WDC |
|---|
| Kingswood Wealth Advisors LLC |
4,422 |
0 |
-4,422 |
-100.00% |
| Octavia Wealth Advisors LLC |
5,590 |
0 |
-5,590 |
-100.00% |
| International Assets Investment Management LLC |
26,971 |
0 |
-26,971 |
-100.00% |
| Steel Peak Wealth Management LLC |
4,703 |
0 |
-4,703 |
-100.00% |
| Clear Creek Financial Management LLC |
5,915 |
0 |
-5,915 |
-100.00% |
| Valeo Financial Advisors LLC |
4,960 |
0 |
-4,960 |
-100.00% |
| AMF Pensionsforsakring AB |
89,487 |
0 |
-89,487 |
-100.00% |
| Westside Investment Management Inc. |
300 |
0 |
-300 |
-100.00% |
| SeaTown Holdings Pte. Ltd. |
309,339 |
0 |
-309,339 |
-100.00% |
| Weiss Multi Strategy Advisers LLC |
200,000 |
0 |
-200,000 |
-100.00% |
| LVM Capital Management Ltd. MI |
14,855 |
0 |
-14,855 |
-100.00% |
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