speb/financial-data huggingface dataset:
Holder of WJ4.DE: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-04-30: 1331379 (value 94900693; 0.03% of shares outstanding; change 1.00)
Holder of WJ4.DE: SPDR SERIES TRUST-State Street SPDR S&P Metals & Mining ETF
Shares held as of 2026-04-30: 2591169 (value 227867408; 0.05% of shares outstanding; change 0.10)
Holder of WJ4.DE: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 2470246 (value 217233439; 0.05% of shares outstanding; change 0.00)
Holder of WJ4.DE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1227084 (value 107909769; 0.02% of shares outstanding; change -0.04)
Holder of WJ4.DE: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-05-31: 796555 (value 56778439; 0.02% of shares outstanding; change 1.00)
Holder of WJ4.DE: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 2470246 (value 176079131; 0.05% of shares outstanding; change 0.00)
Holder of WJ4.DE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1248738 (value 89010043; 0.02% of shares outstanding; change 0.02)
Holder of WJ4.DE: SPDR SERIES TRUST-State Street SPDR S&P Metals & Mining ETF
Shares held as of 2026-06-30: 1932123 (value 137721725; 0.04% of shares outstanding; change -0.21)
Holder of WK: Conestoga Funds-Conestoga Small Cap Fund
Shares held as of 2025-12-31: 584654 (value 29104075; 0.01% of shares outstanding; change 0.11)
Holder of WK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 565699 (value 28160495; 0.01% of shares outstanding; change 0.01)
Holder of WK: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 638934 (value 31806133; 0.01% of shares outstanding; change -0.03)
Holder of WK: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1130275 (value 56265088; 0.02% of shares outstanding; change -0.04)
Holder of WK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1565224 (value 77916848; 0.03% of shares outstanding; change 0.00)
Holder of WK: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 491504 (value 23090857; 0.01% of shares outstanding; change 0.01)
Holder of WK: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-02-28: 535891 (value 25176158; 0.01% of shares outstanding; change 0.06)
Holder of WK: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 1234882 (value 64732512; 0.02% of shares outstanding; change 0.03)
Holder of WK: Capitol Series Trust-FullerThaler Behavioral Small-Cap Growth Fund
Shares held as of 2026-03-31: 606600 (value 29407967; 0.01% of shares outstanding; change 0.10)
Holder of WK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 585589 (value 30696574; 0.01% of shares outstanding; change 0.04)
Holder of WK: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 651649 (value 34159439; 0.01% of shares outstanding; change 0.02)
Holder of WK: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1165817 (value 61112125; 0.02% of shares outstanding; change 0.03)
Holder of WK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1581505 (value 82902489; 0.03% of shares outstanding; change 0.01)
Holder of WK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1241428 (value 61798284; 0.02% of shares outstanding; change 0.02)
Holder of WK: AMERICAN BEACON FUNDS-American Beacon Small Cap Value Fund
Shares held as of 2026-04-30: 518000 (value 27024059; 0.01% of shares outstanding; change 0.37)
Holder of WK: Capitol Series Trust-FullerThaler Behavioral Small-Cap Growth Fund
Shares held as of 2026-04-30: 610600 (value 32007650; 0.01% of shares outstanding; change 0.01)
Holder of WK: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-04-30: 559301 (value 29318557; 0.01% of shares outstanding; change 0.04)
Holder of WK: First Trust Exchange-Traded Fund II-First Trust Cloud Computing ETF
Shares held as of 2026-04-30: 677571 (value 32848641; 0.01% of shares outstanding; change -0.04)
Holder of WK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1192850 (value 56040092; 0.02% of shares outstanding; change -0.04)
Holder of WK: First Trust Exchange-Traded Fund II-First Trust Cloud Computing ETF
Shares held as of 2026-05-31: 698885 (value 36460829; 0.01% of shares outstanding; change 0.03)
Holder of WK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1219329 (value 63917223; 0.02% of shares outstanding; change 0.02)
Holder of WK: First Trust Exchange-Traded Fund II-First Trust Cloud Computing ETF
Shares held as of 2026-06-30: 972121 (value 50958581; 0.02% of shares outstanding; change 0.39)
Holder of WK: Trust for Professional Managers-Mairs & Power Growth Fund
Shares held as of 2026-06-30: 545114 (value 28574874; 0.01% of shares outstanding; change 0.30)
Holder of WKC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1199471 (value 34556758; 0.02% of shares outstanding; change -0.04)
Holder of WKC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 772278 (value 22249328; 0.02% of shares outstanding; change -0.04)
Holder of WKC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1654339 (value 47661505; 0.03% of shares outstanding; change -0.01)
Holder of WKC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 948328 (value 30289596; 0.02% of shares outstanding; change 0.00)
Holder of WKC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1124907 (value 42903952; 0.02% of shares outstanding; change -0.06)
Holder of WKC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 715471 (value 27288063; 0.01% of shares outstanding; change -0.07)
Holder of WKC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1521539 (value 58031496; 0.03% of shares outstanding; change -0.08)
Holder of WKC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1320445 (value 38042019; 0.03% of shares outstanding; change 0.00)
Holder of WKC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 1178501 (value 35531804; 0.02% of shares outstanding; change 0.07)
Holder of WKC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 948328 (value 36169229; 0.02% of shares outstanding; change 0.00)
Holder of WKC: Fidelity Covington Trust-Fidelity Enhanced Small Cap ETF
Shares held as of 2026-04-30: 725396 (value 21870689; 0.01% of shares outstanding; change 0.00)
Holder of WKC: Invesco Exch-Trd Fd. TRT II-Invesco S&P SmallCap 600 Revenue ETF
Shares held as of 2026-04-30: 1704017 (value 53029010; 0.03% of shares outstanding; change 0.01)
Holder of WKC: SPDR SERIES TRT-State Street SPDR S&P Oil & Gas Exploration & Producti
Shares held as of 2026-04-30: 1728757 (value 52122022; 0.03% of shares outstanding; change 0.03)
Holder of WKC: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 3388843 (value 105460797; 0.07% of shares outstanding; change 0.02)
Holder of WKC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1268689 (value 40521927; 0.02% of shares outstanding; change -0.04)
Holder of WKC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 1232416 (value 39363367; 0.02% of shares outstanding; change 0.05)
Holder of WKC: Fidelity Covington Trust-Fidelity Enhanced Small Cap Core ETF
Shares held as of 2026-05-31: 689880 (value 22034767; 0.01% of shares outstanding; change -0.05)
Holder of WKC: Invesco Exch-Trd Fd. TRT II-Invesco S&P SmallCap 600 Revenue ETF
Shares held as of 2026-05-31: 1742504 (value 63601396; 0.03% of shares outstanding; change 0.02)
Holder of WKC: SPDR SERIES TRT-State Street SPDR S&P Oil & Gas Exploration & Producti
Shares held as of 2026-05-31: 1821569 (value 64337816; 0.04% of shares outstanding; change 0.05)
Holder of WKC: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 3370411 (value 128547473; 0.07% of shares outstanding; change -0.01)
Holder of WKC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1299462 (value 49561479; 0.03% of shares outstanding; change 0.02)
Holder of WKC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 1308571 (value 49908897; 0.03% of shares outstanding; change 0.06)
Holder of WKC: Fidelity Covington Trust-Fidelity Enhanced Small Cap Core ETF
Shares held as of 2026-06-30: 675756 (value 25773333; 0.01% of shares outstanding; change -0.02)
Holder of WKC: Invesco Exch-Trd Fd. TRT II-Invesco S&P SmallCap 600 Revenue ETF
Shares held as of 2026-06-30: 1441276 (value 54970265; 0.03% of shares outstanding; change -0.17)
Holder of WKC: SPDR SERIES TRT-State Street SPDR S&P Oil & Gas Exploration & Producti
Shares held as of 2026-06-30: 1129973 (value 43097169; 0.02% of shares outstanding; change -0.38)
Holder of WKEY: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 1436 (value 11330; 0.00% of shares outstanding; change 0.00)
Holder of WKEY: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 3011 (value 22612; 0.00% of shares outstanding; change 1.10)
Holder of WKEY: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 3011 (value 18863; 0.00% of shares outstanding; change 0.00)
Holder of WKHS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 8330 (value 31903; 0.00% of shares outstanding; change 0.00)
Holder of WKHS: Blackstone Alternative Investment Fd.s-Blackstone Alternative Multi-St
Shares held as of 2026-03-31: 17 (value 46; 0.00% of shares outstanding; change 1.00)
Holder of WKHS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 37108 (value 121343; 0.00% of shares outstanding; change 1.49)
Holder of WKHS: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 548 (value 1791; 0.00% of shares outstanding; change 0.00)
Holder of WKHS: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 4219 (value 13796; 0.00% of shares outstanding; change 0.84)
Holder of WKHS: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 1847 (value 6039; 0.00% of shares outstanding; change 0.00)
Holder of WKHS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 84410 (value 228751; 0.01% of shares outstanding; change 9.13)
Holder of WKHS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 36973 (value 103524; 0.00% of shares outstanding; change 0.00)
Holder of WKHS: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 548 (value 1534; 0.00% of shares outstanding; change 0.00)
Holder of WKHS: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 4219 (value 11813; 0.00% of shares outstanding; change 0.00)
Holder of WKHS: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 1847 (value 5171; 0.00% of shares outstanding; change 0.00)
Holder of WKHS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 24958 (value 67636; 0.00% of shares outstanding; change -0.33)
Holder of WKHS: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 548 (value 1485; 0.00% of shares outstanding; change 0.00)
Holder of WKHS: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 4219 (value 11433; 0.00% of shares outstanding; change 0.00)
Holder of WKHS: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 1847 (value 5005; 0.00% of shares outstanding; change 0.00)
Holder of WKHS: Guggenheim Active Allocation Fund
Shares held as of 2026-05-31: 1 (value 2; 0.00% of shares outstanding; change 1.00)
Holder of WKL.AS: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 2185455 (value 139082354; 0.01% of shares outstanding; change 0.02)
Holder of WKL.AS: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 3389348 (value 192311611; 0.01% of shares outstanding; change 0.01)
Holder of WKL.AS: MFS SERIES TRUST I-MFS Research International Fund
Shares held as of 2026-02-28: 1051900 (value 63639950; 0.00% of shares outstanding; change 0.05)
Holder of WKL.AS: MFS SERIES TRUST X-MFS International Intrinsic Value Fund
Shares held as of 2026-02-28: 1247495 (value 75473447; 0.01% of shares outstanding; change -0.02)
Holder of WKL.AS: MFS Series Trust X-MFS International Large Cap Value Fund
Shares held as of 2026-02-28: 1048163 (value 63413861; 0.00% of shares outstanding; change 3.44)
Holder of WKL.AS: NEW PERSPECTIVE FUND
Shares held as of 2026-03-31: 960963 (value 58138261; 0.00% of shares outstanding; change -0.51)
Holder of WKL.AS: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 2179968 (value 131888064; 0.01% of shares outstanding; change 0.00)
Holder of WKL.AS: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 865255 (value 49094570; 0.00% of shares outstanding; change 0.01)
Holder of WKL.AS: Fidelity Salem Street TRT-Fidelity SAI Intl Low Volatility Index Fd.
Shares held as of 2026-04-30: 982494 (value 55746711; 0.00% of shares outstanding; change 0.04)
Holder of WKL.AS: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 3298317 (value 199548178; 0.01% of shares outstanding; change -0.03)
Holder of WKL.AS: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 1679165 (value 95275824; 0.01% of shares outstanding; change 0.01)
Holder of WKL.AS: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 808167 (value 45855396; 0.00% of shares outstanding; change 0.01)
Holder of WKL.AS: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 874589 (value 52912634; 0.00% of shares outstanding; change 0.01)
Holder of WKL.AS: Fidelity Salem Street TRT-Fidelity SAI Intl Low Volatility Index Fd.
Shares held as of 2026-05-31: 1011433 (value 61191696; 0.00% of shares outstanding; change 0.03)
Holder of WKL.AS: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 1692030 (value 102367815; 0.01% of shares outstanding; change 0.01)
Holder of WKL.AS: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 815646 (value 49346583; 0.00% of shares outstanding; change 0.01)
Holder of WKSP: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 52346 (value 38474; 0.00% of shares outstanding; change 0.31)
Holder of WKSP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 52094 (value 38289; 0.00% of shares outstanding; change 0.00)
Holder of WKSP: Dimensional ETF Trust-Dimensional US Core Equity 2 ETF
Shares held as of 2026-01-31: 3766 (value 3163; 0.00% of shares outstanding; change 0.00)
Holder of WKSP: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 91540 (value 64169; 0.01% of shares outstanding; change 0.77)
Holder of WKSP: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 675 (value 473; 0.00% of shares outstanding; change 0.00)
Holder of WKSP: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 11199 (value 7850; 0.00% of shares outstanding; change 0.12)
Holder of WKSP: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 4672 (value 3275; 0.00% of shares outstanding; change 0.00)
Holder of WKSP: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 52346 (value 33532; 0.00% of shares outstanding; change 0.00)
Holder of WKSP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 90344 (value 57874; 0.01% of shares outstanding; change 0.73)
Holder of WKSP: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 91207 (value 76613; 0.01% of shares outstanding; change 0.00)
Holder of WKSP: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 675 (value 566; 0.00% of shares outstanding; change 0.00)
Holder of WKSP: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 11199 (value 9407; 0.00% of shares outstanding; change 0.00)
Holder of WKSP: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 4672 (value 3924; 0.00% of shares outstanding; change 0.00)
Holder of WKSP: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 91207 (value 58427; 0.01% of shares outstanding; change 0.00)
Holder of WKSP: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 675 (value 432; 0.00% of shares outstanding; change 0.00)
Holder of WKSP: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 11199 (value 7174; 0.00% of shares outstanding; change 0.00)
Holder of WKSP: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 4672 (value 2992; 0.00% of shares outstanding; change 0.00)
Holder of WL9.DE: Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund
Shares held as of 2026-03-31: 1361934 (value 182499156; 0.04% of shares outstanding; change -0.05)
Holder of WL9.DE: JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund
Shares held as of 2026-03-31: 2499077 (value 334876318; 0.07% of shares outstanding; change 0.00)
Holder of WL9.DE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 382383 (value 51239322; 0.01% of shares outstanding; change 0.03)
Holder of WL9.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 791047 (value 106000298; 0.02% of shares outstanding; change 0.02)
Holder of WL9.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 503784 (value 67507056; 0.01% of shares outstanding; change 0.00)
Holder of WL9.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1090129 (value 146077286; 0.03% of shares outstanding; change 0.01)
Holder of WL9.DE: -Capital Group U.S. Small and Mid Cap ETF
Shares held as of 2026-05-31: 340475 (value 45623650; 0.01% of shares outstanding; change 1.66)
Holder of WL9.DE: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-05-31: 372300 (value 49888200; 0.01% of shares outstanding; change 0.10)
Holder of WL9.DE: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-05-31: 559520 (value 74975680; 0.02% of shares outstanding; change -0.22)
Holder of WL9.DE: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 1165098 (value 156123132; 0.03% of shares outstanding; change 0.01)
Holder of WL9.DE: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-06-30: 266744 (value 38144392; 0.01% of shares outstanding; change 0.04)
Holder of WLDN: Columbia Acorn Trust-Columbia Acorn Fund
Shares held as of 2025-12-31: 137807 (value 12518387; 0.01% of shares outstanding; change 1.69)
Holder of WLDN: VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund
Shares held as of 2025-12-31: 109985 (value 9991036; 0.01% of shares outstanding; change 0.42)
Holder of WLDN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 151494 (value 13761714; 0.01% of shares outstanding; change 0.00)
Holder of WLDN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 437477 (value 39740409; 0.03% of shares outstanding; change 0.02)
Holder of WLDN: Vanguard Explorer Fund
Shares held as of 2026-01-31: 107049 (value 8809062; 0.01% of shares outstanding; change -0.07)
Holder of WLDN: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 137655 (value 11327630; 0.01% of shares outstanding; change 0.01)
Holder of WLDN: Columbia Acorn Trust-Columbia Acorn Fund
Shares held as of 2026-03-31: 206119 (value 14970422; 0.01% of shares outstanding; change 0.50)
Holder of WLDN: VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund
Shares held as of 2026-03-31: 109985 (value 7988210; 0.01% of shares outstanding; change 0.00)
Holder of WLDN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 155935 (value 11325558; 0.01% of shares outstanding; change 0.03)
Holder of WLDN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 442647 (value 32149450; 0.03% of shares outstanding; change 0.01)
Holder of WLDN: WASATCH FUNDS TRUST-Wasatch Micro Cap Fund
Shares held as of 2026-03-31: 198734 (value 14434049; 0.01% of shares outstanding; change 0.57)
Holder of WLDN: WASATCH FUNDS TRUST-Wasatch Micro Cap Value Fund
Shares held as of 2026-03-31: 98618 (value 7162625; 0.01% of shares outstanding; change 0.36)
Holder of WLDN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 344138 (value 31261494; 0.02% of shares outstanding; change 0.00)
Holder of WLDN: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 139139 (value 10105665; 0.01% of shares outstanding; change 0.01)
Holder of WLDN: First TRT Exch-Trd Fd. II-First TRT NASDAQ Clean Edge Smart Grid Infra
Shares held as of 2026-04-30: 145107 (value 14294490; 0.01% of shares outstanding; change 0.13)
Holder of WLDN: Vanguard Explorer Fund
Shares held as of 2026-04-30: 138584 (value 10065355; 0.01% of shares outstanding; change 0.29)
Holder of WLDN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 330745 (value 27217006; 0.02% of shares outstanding; change -0.04)
Holder of WLDN: First TRT Exch-Trd Fd. II-First TRT NASDAQ Clean Edge Smart Grid Infra
Shares held as of 2026-05-31: 161391 (value 11733125; 0.01% of shares outstanding; change 0.11)
Holder of WLDN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 337302 (value 24498243; 0.02% of shares outstanding; change 0.02)
Holder of WLDN: First TRT Exch-Trd Fd. II-First TRT NASDAQ Clean Edge Smart Grid Infra
Shares held as of 2026-06-30: 193586 (value 14060150; 0.01% of shares outstanding; change 0.20)
Holder of WLDS: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2025-05-31: 1 (value 3; 0.00% of shares outstanding; change 0.00)
Holder of WLF.V: U.S. GLOBAL INVESTORS FUNDS-USGI Global Resources Fund
Shares held as of 2026-03-31: 2000000 (value 119999; 0.01% of shares outstanding; change 0.00)
Holder of WLFC: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2025-12-31: 27681 (value 5138700; 0.00% of shares outstanding; change 0.00)
Holder of WLFC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 33732 (value 5970901; 0.00% of shares outstanding; change 0.01)
Holder of WLFC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 72491 (value 12831631; 0.01% of shares outstanding; change 0.13)
Holder of WLFC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-01-31: 74923 (value 15770542; 0.01% of shares outstanding; change 0.00)
Holder of WLFC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 32048 (value 6745783; 0.00% of shares outstanding; change 0.00)
Holder of WLFC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 194952 (value 41035447; 0.03% of shares outstanding; change -0.05)
Holder of WLFC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 43519 (value 9160314; 0.01% of shares outstanding; change 0.00)
Holder of WLFC: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 40471 (value 8518741; 0.01% of shares outstanding; change 0.01)
Holder of WLFC: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2026-03-31: 27681 (value 5826573; 0.00% of shares outstanding; change 0.00)
Holder of WLFC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 103224 (value 7127100; 0.01% of shares outstanding; change 0.02)
Holder of WLFC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 226023 (value 15605757; 0.03% of shares outstanding; change 0.04)
Holder of WLFC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 69379 (value 12280776; 0.01% of shares outstanding; change 0.02)
Holder of WLFC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-04-30: 210234 (value 14515606; 0.03% of shares outstanding; change -0.06)
Holder of WLFC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 96144 (value 6638262; 0.01% of shares outstanding; change 0.00)
Holder of WLFC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 584856 (value 40381381; 0.08% of shares outstanding; change 0.00)
Holder of WLFC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 132492 (value 9147909; 0.02% of shares outstanding; change 0.01)
Holder of WLFC: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-04-30: 126336 (value 8722868; 0.02% of shares outstanding; change 0.04)
Holder of WLFC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 83151 (value 5741160; 0.01% of shares outstanding; change 0.01)
Holder of WLFC: First TRT Exch-Trd AlphaDEX Fd.-First TRT Small Cap Growth AlphaDEX Fd
Shares held as of 2026-04-30: 34239 (value 6356127; 0.00% of shares outstanding; change 0.39)
Holder of WLFC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 66655 (value 14030211; 0.01% of shares outstanding; change -0.04)
Holder of WLFC: First TRT Exch-Trd AlphaDEX Fd.-First TRT Small Cap Growth AlphaDEX Fd
Shares held as of 2026-05-31: 36320 (value 6960727; 0.01% of shares outstanding; change 0.06)
Holder of WLFC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 201873 (value 13938320; 0.03% of shares outstanding; change 0.01)
Holder of WLFC: First TRT Exch-Trd AlphaDEX Fd.-First TRT Small Cap Growth AlphaDEX Fd
Shares held as of 2026-06-30: 113403 (value 7829909; 0.02% of shares outstanding; change 0.04)
Holder of WLII: Saba Capital Income & Opportunities Fund
Shares held as of 2026-04-30: 29535 (value 303324; 0.00% of shares outstanding; change 1.00)
Holder of WLII: Saba Capital Income & Opportunities Fund II
Shares held as of 2026-04-30: 12610 (value 129504; 0.00% of shares outstanding; change 1.00)
Holder of WLK: -Price (T.Rowe) Mid-Cap Value Equity Trust
Shares held as of 2025-12-31: 727397 (value 63159882; 0.01% of shares outstanding; change 0.01)
Holder of WLK: T. Rowe Price Mid-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 1221069 (value 106025423; 0.01% of shares outstanding; change 0.00)
Holder of WLK: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 872488 (value 75758134; 0.01% of shares outstanding; change 0.15)
Holder of WLK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1226778 (value 106521135; 0.01% of shares outstanding; change 0.22)
Holder of WLK: Victory Portfolios-Victory Sycamore Established Value Fund
Shares held as of 2025-12-31: 800000 (value 69464001; 0.01% of shares outstanding; change -0.62)
Holder of WLK: VANGUARD WELLINGTON FUND
Shares held as of 2026-02-28: 1739573 (value 128415278; 0.01% of shares outstanding; change 1.00)
Holder of WLK: -Price (T.Rowe) Mid-Cap Value Equity Trust
Shares held as of 2026-03-31: 813512 (value 60053455; 0.01% of shares outstanding; change 0.12)
Holder of WLK: Income Fund of America
Shares held as of 2026-03-31: 2457130 (value 187921310; 0.02% of shares outstanding; change 0.00)
Holder of WLK: NEW PERSPECTIVE FUND
Shares held as of 2026-03-31: 1229522 (value 92816613; 0.01% of shares outstanding; change 1.00)
Holder of WLK: T. Rowe Price Mid-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 1279912 (value 94483103; 0.01% of shares outstanding; change 0.05)
Holder of WLK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 372614 (value 27506365; 0.00% of shares outstanding; change 0.04)
Holder of WLK: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 737369 (value 54432579; 0.01% of shares outstanding; change -0.15)
Holder of WLK: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 469530 (value 34660704; 0.00% of shares outstanding; change -0.17)
Holder of WLK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1018878 (value 75213573; 0.01% of shares outstanding; change -0.17)
Holder of WLK: Fidelity Puritan Trust-Fidelity Puritan Fund
Shares held as of 2026-04-30: 668400 (value 51119234; 0.01% of shares outstanding; change 0.00)
Holder of WLK: GLOBAL X FUNDS-Global X US Infrastructure Development ETF
Shares held as of 2026-04-30: 921667 (value 78581330; 0.01% of shares outstanding; change 0.03)
Holder of WLK: Income Fund of America
Shares held as of 2026-04-30: 2457130 (value 181385335; 0.02% of shares outstanding; change 0.00)
Holder of WLK: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 1124616 (value 90284171; 0.01% of shares outstanding; change 0.02)
Holder of WLK: GLOBAL X FUNDS-Global X US Infrastructure Development ETF
Shares held as of 2026-05-31: 939919 (value 72965909; 0.01% of shares outstanding; change 0.02)
Holder of WLK: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 1131371 (value 83517806; 0.01% of shares outstanding; change 0.01)
Holder of WLK: GLOBAL X FUNDS-Global X US Infrastructure Development ETF
Shares held as of 2026-06-30: 977579 (value 72164881; 0.01% of shares outstanding; change 0.04)
Holder of WLKP: First TRT Varbl Insurance TRT-First TRT Multi Income Allocation PORT.
Shares held as of 2025-12-31: 655 (value 15019; 0.00% of shares outstanding; change -0.58)
Holder of WLKP: Virtus Alternative Solutions TRT-Virtus AlphaSimplex Global Alternativ
Shares held as of 2025-12-31: 5006 (value 114787; 0.00% of shares outstanding; change 1.00)
Holder of WLKP: EIP Investment Trust-EIP Growth and Income Fund
Shares held as of 2026-01-31: 20311 (value 473652; 0.00% of shares outstanding; change 0.00)
Holder of WLKP: Legg Mason Part. Investment TRT-ClearBridge Tactical Dividend Income F
Shares held as of 2026-01-31: 284742 (value 6435169; 0.01% of shares outstanding; change 0.55)
Holder of WLKP: AIM Investment Fd.s -Invesco SteelPath MLP Income Fd.
Shares held as of 2026-02-28: 3304619 (value 72866846; 0.09% of shares outstanding; change 0.00)
Holder of WLKP: AIM Investment Fd.s -Invesco SteelPath MLP Select 40 Fd.
Shares held as of 2026-02-28: 1646522 (value 36305808; 0.05% of shares outstanding; change 0.00)
Holder of WLKP: First TRT Exch-Trd Fd. VIII-FT Energy Income Part. Enhanced Income ETF
Shares held as of 2026-02-28: 303486 (value 6679726; 0.01% of shares outstanding; change 0.00)
Holder of WLKP: LMP Capital & Income Fund Inc.
Shares held as of 2026-02-28: 348827 (value 7677682; 0.01% of shares outstanding; change 0.15)
Holder of WLKP: First TRT Varbl Insurance TRT-First TRT Multi Income Allocation PORT.
Shares held as of 2026-03-31: 655 (value 14803; 0.00% of shares outstanding; change 0.00)
Holder of WLKP: Virtus Alternative Solutions TRT-Virtus AlphaSimplex Global Alternativ
Shares held as of 2026-03-31: 4513 (value 99511; 0.00% of shares outstanding; change -0.10)
Holder of WLKP: Arrow ETF Trust-Arrow Dow Jones Global Yield ETF
Shares held as of 2026-04-30: 9084 (value 200302; 0.00% of shares outstanding; change 1.00)
Holder of WLKP: EIP Investment Trust-EIP Growth and Income Fund
Shares held as of 2026-04-30: 20311 (value 447857; 0.00% of shares outstanding; change 0.00)
Holder of WLKP: First TRT Exch-Trd Fd. IV-First TRT North American Energy Infrastructu
Shares held as of 2026-04-30: 1004187 (value 23417640; 0.03% of shares outstanding; change 0.00)
Holder of WLKP: GLOBAL X FUNDS-Global X SuperDividend U.S. ETF
Shares held as of 2026-04-30: 707067 (value 16488802; 0.02% of shares outstanding; change 0.02)
Holder of WLKP: Legg Mason Part. Investment TRT-ClearBridge Tactical Dividend Income F
Shares held as of 2026-04-30: 284742 (value 6278560; 0.01% of shares outstanding; change 0.00)
Holder of WLKP: First TRT Exch-Trd Fd. IV-First TRT North American Energy Infrastructu
Shares held as of 2026-05-31: 1010589 (value 22283486; 0.03% of shares outstanding; change 0.01)
Holder of WLKP: First TRT Exch-Trd Fd. VIII-FT Energy Income Part. Enhanced Income ETF
Shares held as of 2026-05-31: 307966 (value 6790650; 0.01% of shares outstanding; change 0.01)
Holder of WLKP: GLOBAL X FUNDS-Global X SuperDividend U.S. ETF
Shares held as of 2026-05-31: 717132 (value 15784075; 0.02% of shares outstanding; change 0.02)
Holder of WLKP: LMP Capital & Income Fund Inc.
Shares held as of 2026-05-31: 348827 (value 7691635; 0.01% of shares outstanding; change 0.00)
Holder of WLKP: GLOBAL X FUNDS-Global X SuperDividend U.S. ETF
Shares held as of 2026-06-30: 719852 (value 15872736; 0.02% of shares outstanding; change 0.00)
Holder of WLN.PA: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 2169239 (value 632767; 0.00% of shares outstanding; change 0.00)
Holder of WLN.PA: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 3429178 (value 35059915; 0.00% of shares outstanding; change 0.00)
Holder of WLN.PA: CAUSEWAY CAPITAL MANAGEMENT TRUST-CAUSEWAY INTERNATIONAL VALUE FUND
Shares held as of 2026-03-31: 10631781 (value 108699328; 0.00% of shares outstanding; change 0.00)
Holder of WLN.PA: EQ Advisors Trust-Multimanager Technology Portfolio
Shares held as of 2026-03-31: 1812622 (value 18532247; 0.00% of shares outstanding; change 6.00)
Holder of WLN.PA: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 15978494 (value 163364122; 0.01% of shares outstanding; change 6.37)
Holder of WLN.PA: Fidelity Rutland Square Trust II-Strategic Advisers International Fund
Shares held as of 2026-04-30: 8542079 (value 87334215; 0.00% of shares outstanding; change 0.00)
Holder of WLN.PA: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Developed World ex-US E
Shares held as of 2026-04-30: 2034116 (value 20796801; 0.00% of shares outstanding; change 0.00)
Holder of WLN.PA: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 11452118 (value 117086454; 0.01% of shares outstanding; change 6.02)
Holder of WLN.PA: iShares Trust-iShares Core MSCI International Developed Markets ETF
Shares held as of 2026-04-30: 2076346 (value 21228561; 0.00% of shares outstanding; change 6.07)
Holder of WLN.PA: iShares Trust-iShares Core MSCI Total International Stock ETF
Shares held as of 2026-04-30: 2277440 (value 23284546; 0.00% of shares outstanding; change 6.02)
Holder of WLN.PA: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 5584925 (value 57100273; 0.00% of shares outstanding; change 5.89)
Holder of WLTH: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2025-12-31: 339938 (value 4154042; 0.00% of shares outstanding; change 1.00)
Holder of WLTH: JPMorgan Trust I-JPMorgan Small Cap Equity Fund
Shares held as of 2025-12-31: 1176484 (value 14376634; 0.01% of shares outstanding; change 1.00)
Holder of WLTH: T. Rowe Price Eqy. Fd.s, Inc.-T. Rowe Price Inst. Small-Cap Stock Fd.
Shares held as of 2025-12-31: 261966 (value 3201224; 0.00% of shares outstanding; change 1.00)
Holder of WLTH: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2025-12-31: 482045 (value 5890590; 0.00% of shares outstanding; change 1.00)
Holder of WLTH: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 539188 (value 4534570; 0.00% of shares outstanding; change 1.00)
Holder of WLTH: BlackRock Funds-BlackRock Global Equity Market Neutral Fund
Shares held as of 2026-01-31: 355684 (value 2991302; 0.00% of shares outstanding; change 1.00)
Holder of WLTH: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-02-28: 1462260 (value 12341473; 0.01% of shares outstanding; change 0.00)
Holder of WLTH: Fidelity Securities Fund-Fidelity Small Cap Growth K6 Fund
Shares held as of 2026-02-28: 732920 (value 6185844; 0.00% of shares outstanding; change 0.00)
Holder of WLTH: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2026-03-31: 572357 (value 5082530; 0.00% of shares outstanding; change 0.68)
Holder of WLTH: BlackRock Funds V-BlackRock Strategic Income Opportunities Portfolio
Shares held as of 2026-03-31: 427341 (value 3794788; 0.00% of shares outstanding; change 102.45)
Holder of WLTH: JNL Series Trust-JNL MULTI-MANAGER SMALL CAP VALUE FUND
Shares held as of 2026-03-31: 544147 (value 4832025; 0.00% of shares outstanding; change 1.00)
Holder of WLTH: JPMorgan Trust I-JPMorgan Small Cap Equity Fund
Shares held as of 2026-03-31: 1770713 (value 15723931; 0.01% of shares outstanding; change 0.51)
Holder of WLTH: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 879306 (value 7808237; 0.01% of shares outstanding; change 0.63)
Holder of WLTH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 406421 (value 3800036; 0.00% of shares outstanding; change 8.15)
Holder of WLTH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1207450 (value 10722156; 0.01% of shares outstanding; change 7.65)
Holder of WLTH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 812165 (value 9924656; 0.01% of shares outstanding; change 1.00)
Holder of WLTH: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-04-30: 1433430 (value 12728858; 0.01% of shares outstanding; change -0.02)
Holder of WLTH: Fidelity Securities Fund-Fidelity Small Cap Growth K6 Fund
Shares held as of 2026-04-30: 718060 (value 6376372; 0.00% of shares outstanding; change -0.02)
Holder of WLTH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 806562 (value 6807382; 0.01% of shares outstanding; change -0.01)
Holder of WLTH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 837861 (value 7440205; 0.01% of shares outstanding; change 0.04)
Holder of WLTH: SPDR SERIES TRUST-State Street SPDR S&P Capital Markets ETF
Shares held as of 2026-06-30: 479361 (value 4256725; 0.00% of shares outstanding; change 1.00)
Holder of WLY: ALPS SERIES TRUST-Clarkston Partners Fund
Shares held as of 2025-12-31: 1020000 (value 42921601; 0.02% of shares outstanding; change 0.25)
Holder of WLY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 858328 (value 36118443; 0.02% of shares outstanding; change -0.04)
Holder of WLY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 552638 (value 23255008; 0.01% of shares outstanding; change -0.04)
Holder of WLY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1204661 (value 50692137; 0.03% of shares outstanding; change 0.00)
Holder of WLY: -SSgA SPDR ETFS Europe I-SPDR S&P Glbl Div Aristocrats UCITS ETF
Shares held as of 2026-01-31: 478200 (value 20964288; 0.01% of shares outstanding; change 1.00)
Holder of WLY: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
Shares held as of 2026-03-31: 1705333 (value 86920825; 0.04% of shares outstanding; change -0.05)
Holder of WLY: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 447127 (value 22155142; 0.01% of shares outstanding; change 0.05)
Holder of WLY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 858569 (value 42542093; 0.02% of shares outstanding; change 0.00)
Holder of WLY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 546424 (value 27075308; 0.01% of shares outstanding; change -0.01)
Holder of WLY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1204661 (value 59690951; 0.03% of shares outstanding; change 0.00)
Holder of WLY: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 985561 (value 41472408; 0.02% of shares outstanding; change -0.01)
Holder of WLY: Brown Advisory Funds-Brown Advisory Small-Cap Fundamental Value Fund
Shares held as of 2026-04-30: 552229 (value 24209719; 0.01% of shares outstanding; change 0.00)
Holder of WLY: Invesco Exch-Trd Fd. TRT-Invesco High Yield Eqy. Dividend Achievers ET
Shares held as of 2026-04-30: 606418 (value 26585365; 0.01% of shares outstanding; change 0.00)
Holder of WLY: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 2456860 (value 114735363; 0.06% of shares outstanding; change 0.02)
Holder of WLY: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 946971 (value 44223546; 0.02% of shares outstanding; change -0.04)
Holder of WLY: -SSgA SPDR ETFS Europe I-SPDR S&P Glbl Div Aristocrats UCITS ETF
Shares held as of 2026-05-31: 518242 (value 26072755; 0.01% of shares outstanding; change -0.02)
Holder of WLY: Brown Advisory Funds-Brown Advisory Small-Cap Fundamental Value Fund
Shares held as of 2026-05-31: 548712 (value 27605701; 0.01% of shares outstanding; change -0.01)
Holder of WLY: Invesco Exch-Trd Fd. TRT-Invesco High Yield Eqy. Dividend Achievers ET
Shares held as of 2026-05-31: 600018 (value 30582918; 0.01% of shares outstanding; change -0.01)
Holder of WLY: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 2444068 (value 121103567; 0.06% of shares outstanding; change -0.01)
Holder of WLY: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 962202 (value 47677108; 0.02% of shares outstanding; change 0.02)
Holder of WLY: -SSgA SPDR ETFS Europe I-SPDR S&P Glbl Div Aristocrats UCITS ETF
Shares held as of 2026-06-30: 537212 (value 26618854; 0.01% of shares outstanding; change 0.04)
Holder of WLY: Brown Advisory Funds-Brown Advisory Small-Cap Fundamental Value Fund
Shares held as of 2026-06-30: 544710 (value 26990380; 0.01% of shares outstanding; change -0.01)
Holder of WLY: Fidelity Covington Trust-Fidelity Enhanced Small Cap Core ETF
Shares held as of 2026-06-30: 403150 (value 19976082; 0.01% of shares outstanding; change 0.03)
Holder of WLY: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
Shares held as of 2026-06-30: 1677223 (value 83106398; 0.04% of shares outstanding; change -0.02)
Holder of WLYB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 24173 (value 992301; 0.00% of shares outstanding; change 2.14)
Holder of WLYB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 6921 (value 304524; 0.00% of shares outstanding; change 0.00)
Holder of WLYB: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 2019 (value 88836; 0.00% of shares outstanding; change 0.00)
Holder of WLYB: Gabelli Equity Series Funds Inc-The Gabelli Small Cap Growth Fund
Shares held as of 2026-03-31: 4500 (value 203939; 0.00% of shares outstanding; change 0.00)
Holder of WLYB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 14522 (value 729149; 0.00% of shares outstanding; change -0.40)
Holder of WLYB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 6896 (value 312526; 0.00% of shares outstanding; change 0.00)
Holder of WLYB: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 2019 (value 91501; 0.00% of shares outstanding; change 0.00)
Holder of WLYB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 6896 (value 346248; 0.00% of shares outstanding; change 0.00)
Holder of WLYB: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 2019 (value 101373; 0.00% of shares outstanding; change 0.00)
Holder of WLYB: Gabelli Equity Series Funds Inc-The Gabelli Small Cap Growth Fund
Shares held as of 2026-06-30: 4500 (value 225944; 0.00% of shares outstanding; change 0.00)
Holder of WM: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 9344780 (value 1976047241; 0.02% of shares outstanding; change 0.02)
Holder of WM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 12658805 (value 2676830990; 0.03% of shares outstanding; change 0.00)
Holder of WM: Columbia Funds Series Trust I-Columbia Dividend Income Fund
Shares held as of 2026-02-28: 2189963 (value 522853666; 0.01% of shares outstanding; change -0.03)
Holder of WM: AMERICAN MUTUAL FUND
Shares held as of 2026-03-31: 3422634 (value 734497277; 0.01% of shares outstanding; change 0.98)
Holder of WM: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 4738836 (value 1002074292; 0.01% of shares outstanding; change 0.00)
Holder of WM: Parnassus Income Funds-Parnassus Core Equity Fund
Shares held as of 2026-03-31: 3896472 (value 932464704; 0.01% of shares outstanding; change -0.07)
Holder of WM: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 9428360 (value 2251020950; 0.02% of shares outstanding; change 0.01)
Holder of WM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 12806598 (value 3057575272; 0.03% of shares outstanding; change 0.01)
Holder of WM: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 3730383 (value 890628941; 0.01% of shares outstanding; change 0.01)
Holder of WM: VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund
Shares held as of 2026-03-31: 2092216 (value 488176763; 0.01% of shares outstanding; change -0.02)
Holder of WM: AMERICAN MUTUAL FUND
Shares held as of 2026-04-30: 3654794 (value 852773090; 0.01% of shares outstanding; change 0.07)
Holder of WM: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 4755188 (value 1020463373; 0.01% of shares outstanding; change 0.00)
Holder of WM: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 4443706 (value 960462612; 0.01% of shares outstanding; change 0.03)
Holder of WM: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 4799647 (value 1030004275; 0.01% of shares outstanding; change 0.01)
Holder of WM: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 4748577 (value 1133722758; 0.01% of shares outstanding; change 0.00)
Holder of WM: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 4487122 (value 1046980184; 0.01% of shares outstanding; change 0.01)
Holder of WM: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 4889051 (value 1167260926; 0.01% of shares outstanding; change 0.02)
Holder of WM: AMERICAN MUTUAL FUND
Shares held as of 2026-06-30: 4084704 (value 975223080; 0.01% of shares outstanding; change 0.12)
Holder of WM: Parnassus Income Funds-Parnassus Core Equity Fund
Shares held as of 2026-06-30: 3591023 (value 857356741; 0.01% of shares outstanding; change -0.08)
Holder of WM: SELECT SECTOR SPDR TRT-State Street Industrial Select Sector SPDR ETF
Shares held as of 2026-06-30: 2169117 (value 517876683; 0.01% of shares outstanding; change 0.04)