WIW Holdings Changes

This page summarizes the WIW holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether WIW is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).

Filer	12/31/2023 Share Count	3/31/2024 Share Count	Change	% Change
13F Filers Increasing WIW Share Count
Park Avenue Securities LLC	13,624	161,568	+147,944	+1085.91%
Raymond James & Associates	114,151	140,431	+26,280	+23.02%
Dynamic Advisor Solutions LLC	72,236	72,393	+157	+0.22%
13F Filers Reporting New Positions In WIW
Integrated Capital Management Inc.	0	22,752	+22,752	+100%
13F Filers With Unchanged Share Count
Capital Investment Advisors LLC	10,141	10,141	UNCH	0.00%
Allspring Global Investments Holdings LLC	2,411,239	2,411,239	UNCH	0.00%
13F Filers Decreasing WIW Share Count
Kingswood Wealth Advisors LLC	43,377	31,879	-11,498	-26.51%
Coastal Investment Advisors Inc.	27,341	24,073	-3,268	-11.95%
Hennion & Walsh Asset Management Inc.	36,408	36,336	-72	-0.20%
13F Filers Exiting WIW
International Assets Investment Management LLC	7,803	0	-7,803	-100.00%

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

WIW Holdings Changes | www.HoldingsChannel.com

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