Institutional Holders (2026 Q1)
52 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in WIA. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Karpus Management, Inc. | 2.10% | 8,346,410 | $67.4M |
| 2 | Wakefield Asset Management LLLP | 0.78% | 362,990 | $2.9M |
| 3 | RHS Financial, LLC | 0.77% | 201,065 | $1.6M |
| 4 | Roberts Glore & Co Inc /Il/ | 0.22% | 98,562 | $796K |
| 5 | Matisse Capital | 0.18% | 53,254 | $430K |
| 6 | Rock Point Advisors, LLC | 0.14% | 64,627 | $522K |
| 7 | PenderFund Capital Management Ltd. | 0.13% | 103,800 | $836K |
| 8 | Robinson Capital Management, LLC | 0.11% | 31,111 | $254K |
| 9 | Almitas Capital LLC | 0.10% | 56,732 | $458K |
| 10 | Mezzasalma Advisors, LLC | 0.07% | 34,166 | $276K |
| 11 | Aviance Capital Partners, LLC | 0.07% | 68,788 | $556K |
| 12 | Grace & White Inc /Ny | 0.06% | 41,110 | $332K |
| 13 | Melfa Wealth Management, INC. | 0.06% | 12,298 | $99K |
| 14 | Quadcap Wealth Management, LLC | 0.03% | 28,670 | $232K |
| 15 | Creative Financial Designs Inc /Adv | 0.02% | 38,573 | $312K |
| 16 | Dakota Wealth Management | 0.02% | 103,743 | $838K |
| 17 | Guggenheim Capital LLC | 0.02% | 245,519 | $2.0M |
| 18 | Integrity Advisory Solutions, LLC | 0.01% | 11,736 | $95K |
| 19 | Integrated Wealth Concepts LLC | 0.01% | 173,191 | $1.4M |
| 20 | Uhlmann Price Securities, LLC | 0.01% | 17,818 | $144K |
| 21 | Private Advisor Group, LLC | 0.01% | 235,785 | $1.9M |
| 22 | Smith, Moore & CO. | 0.01% | 11,372 | $92K |
| 23 | Nations Financial Group Inc, /Ia/ /Adv | 0.01% | 15,228 | $123K |
| 24 | Baird Financial Group, Inc. | 0.01% | 485,564 | $3.9M |
| 25 | Elevation Point Wealth Partners, LLC | 0.00% | 20,750 | $168K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|