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WWD Holdings Changes image
This page summarizes the WWD 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 WWD 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).
Filer12/31/2023
 Share Count 		3/31/2024
 Share Count 		Change% Change
13F Filers Increasing WWD Share Count
CWM LLC 491 12,009 +11,518 +2345.82%
Allworth Financial LP 58 247 +189 +325.86%
Cambridge Investment Research Advisors Inc. 1,726 5,936 +4,210 +243.92%
Toth Financial Advisory Corp 2,210 4,400 +2,190 +99.10%
Massmutual Trust Co. FSB ADV 35 51 +16 +45.71%
Van ECK Associates Corp 14,809 20,216 +5,407 +36.51%
Venturi Wealth Management LLC 199 268 +69 +34.67%
Natixis Advisors L.P. 50,736 63,941 +13,205 +26.03%
Nelson Van Denburg & Campbell Wealth Management Group LLC 3,800 4,748 +948 +24.95%
GAMMA Investing LLC 318 361 +43 +13.52%
Wealth Enhancement Advisory Services LLC 5,412 5,711 +299 +5.52%
Raymond James Financial Services Advisors Inc. 28,780 29,729 +949 +3.30%
Fulton Bank N.A. 2,025 2,081 +56 +2.77%
Principal Financial Group Inc. 221,788 227,063 +5,275 +2.38%
Louisiana State Employees Retirement System 17,000 17,400 +400 +2.35%
State of Michigan Retirement System 14,510 14,810 +300 +2.07%
Graybill Bartz & Assoc Ltd. 30,236 30,639 +403 +1.33%
Commonwealth Equity Services LLC 4,396 4,434 +38 +0.86%
Los Angeles Capital Management & Equity Research Inc. 106,441 107,241 +800 +0.75%
Benjamin F. Edwards & Company Inc. 1,204 1,211 +7 +0.58%
TFC Financial Management 250 251 +1 +0.40%
Fifth Third Bancorp 28,648 28,741 +93 +0.32%
Agate Pass Investment Management LLC 6,923 6,938 +15 +0.22%
Private Advisor Group LLC 9,765 9,769 +4 +0.04%
Retirement Systems of Alabama 148,196 148,245 +49 +0.03%
13F Filers Reporting New Positions In WWD
First Financialcorp IN 0 45 +45 +100%
Cullen Investment Group LTD. 0 1,300 +1,300 +100%
Greenleaf Trust 0 2,182 +2,182 +100%
Westend Capital Management LLC 0 17 +17 +100%
Exchange Traded Concepts LLC 0 4,250 +4,250 +100%
Sumitomo Mitsui Trust Holdings Inc. 0 1,915 +1,915 +100%
Diversified Trust Co 0 4,528 +4,528 +100%
Mather Group LLC. 0 220 +220 +100%
Trust Point Inc. 0 1,310 +1,310 +100%
Covea Finance 0 21,000 +21,000 +100%
Rise Advisors LLC 0 156 +156 +100%
Hennion & Walsh Asset Management Inc. 0 2,151 +2,151 +100%
Valued Wealth Advisors LLC 0 4 +4 +100%
13F Filers With Unchanged Share Count
Equitable Trust Co. 3,050 3,050 UNCH 0.00%
CENTRAL TRUST Co 100 100 UNCH 0.00%
Rockland Trust Co. 3,000 3,000 UNCH 0.00%
Terril Brothers Inc. 52,100 52,100 UNCH 0.00%
New Mexico Educational Retirement Board 12,200 12,200 UNCH 0.00%
Ferguson Wellman Capital Management Inc. 6,654 6,654 UNCH 0.00%
Delta Capital Management LLC 1,705 1,705 UNCH 0.00%
Leavell Investment Management Inc. 5,000 5,000 UNCH 0.00%
Garrison Bradford & Associates Inc. 4,500 4,500 UNCH 0.00%
Gateway Investment Advisers LLC 5,016 5,016 UNCH 0.00%
Farmers & Merchants Investments Inc. 26 26 UNCH 0.00%
Private Trust Co. NA 61 61 UNCH 0.00%
State of Alaska Department of Revenue 6,528 6,528 UNCH 0.00%
Harbor Investment Advisory LLC 40 40 UNCH 0.00%
JFS Wealth Advisors LLC 42 42 UNCH 0.00%
Financial Management Professionals Inc. 3 3 UNCH 0.00%
Iron Financial LLC 1,908 1,908 UNCH 0.00%
Trust Co 75 75 UNCH 0.00%
Trinity Legacy Partners LLC 4,800 4,800 UNCH 0.00%
Transform Wealth LLC 2,244 2,244 UNCH 0.00%
WoodTrust Financial Corp 3,692 3,692 UNCH 0.00%
McCollum Christoferson Group LLC 2,300 2,300 UNCH 0.00%
Global Retirement Partners LLC 60 60 UNCH 0.00%
Lindbrook Capital LLC 908 908 UNCH 0.00%
Prestige Wealth Management Group LLC 47 47 UNCH 0.00%
Maryland State Retirement & Pension System 4,443 4,443 UNCH 0.00%
Tsfg LLC 320 320 UNCH 0.00%
Concord Wealth Partners 37 37 UNCH 0.00%
Hexagon Capital Partners LLC 104 104 UNCH 0.00%
Spire Wealth Management 42 42 UNCH 0.00%
Fortitude Family Office LLC 70 70 UNCH 0.00%
Kingswood Wealth Advisors LLC 3,458 3,458 UNCH 0.00%
CGC Financial Services LLC 1,035 1,035 UNCH 0.00%
Bruce G. Allen Investments LLC 32 32 UNCH 0.00%
13F Filers Decreasing WWD Share Count
UMB Bank N A MO 1,220 104 -1,116 -91.48%
Allspring Global Investments Holdings LLC 19,459 1,752 -17,707 -91.00%
Macroview Investment Management LLC 74 19 -55 -74.32%
Gradient Investments LLC 13 5 -8 -61.54%
Park Place Capital Corp 675 335 -340 -50.37%
Smith Group Asset Management LLC 76,000 53,500 -22,500 -29.61%
Sendero Wealth Management LLC 4,964 3,513 -1,451 -29.23%
Cutter & CO Brokerage Inc. 15,533 11,238 -4,295 -27.65%
Renaissance Investment Group LLC 2,220 1,620 -600 -27.03%
SPF Beheer BV 326,497 256,302 -70,195 -21.50%
Amalgamated Bank 40,090 32,928 -7,162 -17.86%
USA Financial Portformulas Corp 2,688 2,325 -363 -13.50%
Park Avenue Securities LLC 3,501 3,201 -300 -8.57%
SJS Investment Consulting Inc. 12 11 -1 -8.33%
LaFleur & Godfrey LLC 81,512 75,429 -6,083 -7.46%
Bank of New York Mellon Corp 552,011 525,413 -26,598 -4.82%
YHB Investment Advisors Inc. 30,306 29,005 -1,301 -4.29%
Securian Asset Management Inc 5,117 4,911 -206 -4.03%
Regions Financial Corp 17,596 16,910 -686 -3.90%
Sequoia Financial Advisors LLC 13,586 13,150 -436 -3.21%
New York State Teachers Retirement System 74,984 72,984 -2,000 -2.67%
California Public Employees Retirement System 114,698 111,737 -2,961 -2.58%
WASHINGTON TRUST Co 40 39 -1 -2.50%
Red Spruce Capital LLC 17,961 17,524 -437 -2.43%
Yousif Capital Management LLC 28,230 27,607 -623 -2.21%
Zurcher Kantonalbank Zurich Cantonalbank 13,038 12,768 -270 -2.07%
Cookson Peirce & Co. Inc. 6,786 6,666 -120 -1.77%
AdvisorNet Financial Inc 1,343 1,329 -14 -1.04%
Brown Advisory Inc. 663,862 658,277 -5,585 -0.84%
Raymond James & Associates 10,688 10,623 -65 -0.61%
Northcape Wealth Management LLC 11,602 11,567 -35 -0.30%
13F Filers Exiting WWD
Arlington Trust Co LLC 25 0 -25 -100.00%
Elk River Wealth Management LLC 10,528 0 -10,528 -100.00%
International Assets Investment Management LLC 60,782 0 -60,782 -100.00%
Oak Thistle LLC 1,498 0 -1,498 -100.00%

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

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