Institutional Holders (2026 Q3)
49 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in WYY. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Summit Financial Strategies, Inc. | 0.05% | 96,790 | $763K |
| 2 | Royce & Associates LP | 0.04% | 540,405 | $4.3M |
| 3 | Hillsdale Investment Management Inc. | 0.01% | 32,600 | $257K |
| 4 | Cassaday & Co Wealth Management LLC | 0.00% | 17,500 | $138K |
| 5 | Focus Partners Wealth | 0.00% | 257,776 | $2.0M |
| 6 | Ritholtz Wealth Management | 0.00% | 14,126 | $111K |
| 7 | Renaissance Technologies LLC | 0.00% | 129,367 | $1.0M |
| 8 | Bartlett & CO. Wealth Management LLC | 0.00% | 11,825 | $93K |
| 9 | Community Bank, N.A. | 0.00% | 1,000 | $8K |
| 10 | Osaic Holdings, INC. | 0.00% | 69,088 | $508K |
| 11 | O'shaughnessy Asset Management, LLC | 0.00% | 19,405 | $130K |
| 12 | IFP Advisors, Inc | 0.00% | 3,500 | $28K |
| 13 | Mb, Levis & Associates, LLC | 0.00% | 150 | $1K |
| 14 | Victory Capital Management Inc | 0.00% | 78,020 | $615K |
| 15 | American Century Companies Inc | 0.00% | 97,872 | $771K |
| 16 | LPL Financial LLC | 0.00% | 67,766 | $534K |
| 17 | Vanguard Fiduciary Trust Co | 0.00% | 56,318 | $444K |
| 18 | Vanguard Capital Management LLC | 0.00% | 358,257 | $2.8M |
| 19 | Franklin Templeton Inc | 0.00% | 37,647 | $253K |
| 20 | First Command Advisory Services, Inc. | 0.00% | 1,103 | $9K |
| 21 | PNC Financial Services Group, INC. | 0.00% | 10,000 | $79K |
| 22 | Group One Trading LLC | 0.00% | 3,308 | $26K |
| 23 | UBS Group AG | 0.00% | 34,282 | $270K |
| 24 | Simplex Trading, LLC | 0.00% | 5,077 | $40K |
| 25 | IMC-Chicago, LLC | 0.00% | 13,052 | $103K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|