HoldingsChannel.com
There is a long list of 54 institutional holders of WIA within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of WIA by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-WIA table below, the initial column indicates the name of each top institutional holder of WIA, with a link to that fund's top holdings. The next columns indicate the amount of WIA stock held by each of the institutional holders of WIA, followed by the WIA position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Karpus Management Inc. | 7,145,082 | $58,018 | 12/31/2023 |
| WIA | 7,145,082 | $58,018 | 12/31/2023 |
| Baird Financial Group Inc. | 433,084 | $3,517 | 12/31/2023 |
| WIA | 433,084 | $3,517 | 12/31/2023 |
| Bank of America Corp DE | 389,056 | $3,159 | 12/31/2023 |
| WIA | 389,056 | $3,159 | 12/31/2023 |
| Morgan Stanley | 333,019 | $2,704 | 12/31/2023 |
| WIA | 333,019 | $2,704 | 12/31/2023 |
| Integrated Wealth Concepts LLC | 250,678 | $2,036 | 12/31/2023 |
| WIA | 250,678 | $2,036 | 12/31/2023 |
| Roberts Glore & Co. Inc. IL | 202,327 | $1,643 | 12/31/2023 |
| WIA | 202,327 | $1,643 | 12/31/2023 |
| Stifel Financial Corp | 193,697 | $1,573 | 12/31/2023 |
| WIA | 193,697 | $1,573 | 12/31/2023 |
| Fiera Capital Corp | 181,454 | $1,473 | 12/31/2023 |
| WIA | 181,454 | $1,473 | 12/31/2023 |
| RHS Financial LLC | 163,977 | $1,335 | 03/31/2024 |
| WIA | 163,977 | $1,335 | 03/31/2024 |
| Guggenheim Capital LLC | 138,373 | $1,124 | 12/31/2023 |
| WIA | 138,373 | $1,124 | 12/31/2023 |
| Dakota Wealth Management | 105,218 | $856 | 03/31/2024 |
| WIA | 105,218 | $856 | 03/31/2024 |
| Wakefield Asset Management LLLP | 93,218 | $757 | 12/31/2023 |
| WIA | 93,218 | $757 | 12/31/2023 |
| Rock Point Advisors LLC | 76,080 | $618 | 12/31/2023 |
| WIA | 76,080 | $618 | 12/31/2023 |
| Wolverine Asset Management LLC | 64,001 | $520 | 12/31/2023 |
| WIA | 64,001 | $520 | 12/31/2023 |
| Coastal Investment Advisors Inc. | 57,727 | $470 | 03/31/2024 |
| WIA | 57,727 | $470 | 03/31/2024 |
| Janney Montgomery Scott LLC | 56,800 | $461 | 12/31/2023 |
| WIA | 56,800 | $461 | 12/31/2023 |
| PenderFund Capital Management Ltd. | 51,666 | $420 | 12/31/2023 |
| WIA | 51,666 | $420 | 12/31/2023 |
| Landscape Capital Management L.L.C. | 49,818 | $405 | 12/31/2023 |
| WIA | 49,818 | $405 | 12/31/2023 |
| Wells Fargo & Company MN | 48,188 | $391 | 12/31/2023 |
| WIA | 48,188 | $391 | 12/31/2023 |
| Quadcap Wealth Management LLC | 46,395 | $377 | 12/31/2023 |
| WIA | 46,395 | $377 | 12/31/2023 |
| UBS Group AG | 42,425 | $344 | 12/31/2023 |
| WIA | 42,425 | $344 | 12/31/2023 |
| Creative Financial Designs Inc. ADV | 40,461 | $329 | 12/31/2023 |
| WIA | 40,461 | $329 | 12/31/2023 |
| Grace & White Inc. NY | 38,589 | $314 | 03/31/2024 |
| WIA | 38,589 | $314 | 03/31/2024 |
| Aviance Capital Partners LLC | 38,135 | $310 | 03/31/2024 |
| WIA | 38,135 | $310 | 03/31/2024 |
| Elequin Capital LP | 35,696 | $290 | 12/31/2023 |
| WIA | 35,696 | $290 | 12/31/2023 |
| CSS LLC IL | 34,326 | $279 | 12/31/2023 |
| WIA | 34,326 | $279 | 12/31/2023 |
| Qube Research & Technologies Ltd | 21,441 | $174 | 12/31/2023 |
| WIA | 21,441 | $174 | 12/31/2023 |
| Thomas J. Herzfeld Advisors Inc. | 20,900 | $170 | 12/31/2023 |
| WIA | 20,900 | $170 | 12/31/2023 |
| Oppenheimer & Co. Inc. | 20,600 | $167 | 12/31/2023 |
| WIA | 20,600 | $167 | 12/31/2023 |
| HighTower Advisors LLC | 20,455 | $163 | 12/31/2023 |
| WIA | 20,455 | $163 | 12/31/2023 |
| Nomura Holdings Inc. | 18,781 | $153 | 12/31/2023 |
| WIA | 18,781 | $153 | 12/31/2023 |
| Transcend Wealth Collective LLC | 15,560 | $126 | 12/31/2023 |
| WIA | 15,560 | $126 | 12/31/2023 |
| Advisor Group Holdings Inc. | 13,979 | $114 | 12/31/2023 |
| WIA | 13,979 | $114 | 12/31/2023 |
| Royal Bank of Canada | 13,330 | $108 | 12/31/2023 |
| WIA | 13,330 | $108 | 12/31/2023 |
| Peapack Gladstone Financial Corp | 12,983 | $105 | 12/31/2023 |
| WIA | 12,983 | $105 | 12/31/2023 |
| Arnhold LLC | 12,500 | $102 | 12/31/2023 |
| WIA | 12,500 | $102 | 12/31/2023 |
| Melfa Wealth Management LLC | 12,298 | $100 | 03/31/2024 |
| WIA | 12,298 | $100 | 03/31/2024 |
| Twin Focus Capital Partners LLC | 11,500 | $93 | 12/31/2023 |
| WIA | 11,500 | $93 | 12/31/2023 |
| Smith Moore & CO. | 11,372 | $92 | 12/31/2023 |
| WIA | 11,372 | $92 | 12/31/2023 |
| Almitas Capital LLC | 10,379 | $84 | 12/31/2023 |
| WIA | 10,379 | $84 | 12/31/2023 |
| Raymond James & Associates | 10,184 | $83 | 03/31/2024 |
| WIA | 10,184 | $83 | 03/31/2024 |
| Sit Investment Associates Inc. | 8,776 | $71 | 12/31/2023 |
| WIA | 8,776 | $71 | 12/31/2023 |
| Steward Partners Investment Advisory LLC | 3,700 | $30 | 12/31/2023 |
| WIA | 3,700 | $30 | 12/31/2023 |
| Blue Bell Private Wealth Management LLC | 2,876 | $23 | 03/31/2024 |
| WIA | 2,876 | $23 | 03/31/2024 |
| Northwestern Mutual Wealth Management Co. | 2,797 | $23 | 12/31/2023 |
| WIA | 2,797 | $23 | 12/31/2023 |
| Coppell Advisory Solutions LLC | 2,046 | $17 | 12/31/2023 |
| WIA | 2,046 | $17 | 12/31/2023 |
| JPMorgan Chase & Co. | 1,755 | $14 | 12/31/2023 |
| WIA | 1,755 | $14 | 12/31/2023 |
| Fortis Group Advisors LLC | 1,732 | $14 | 12/31/2023 |
| WIA | 1,732 | $14 | 12/31/2023 |
| Bessemer Group Inc. | 524 | $4 | 12/31/2023 |
| WIA | 524 | $4 | 12/31/2023 |
| Highlander Capital Management LLC | 500 | $4 | 12/31/2023 |
| WIA | 500 | $4 | 12/31/2023 |
See All: Funds Holding WIA
See Details: Top 10 Hedge Funds Holding WIA
Also See: WIA Insider Buying
Also See: WIA Holdings Changes
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