speb/financial-data huggingface dataset:
Holder of WSR: HIGHLAND GLOBAL ALLOCATION FUND
Shares held as of 2025-12-31: 875255 (value 16699865; 0.02% of shares outstanding; change 0.00)
Holder of WSR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 480367 (value 9165402; 0.01% of shares outstanding; change 0.04)
Holder of WSR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1544617 (value 29471292; 0.03% of shares outstanding; change 0.00)
Holder of WSR: First Eagle Funds-First Eagle Small Cap Opportunity Fund
Shares held as of 2026-01-31: 624292 (value 11830333; 0.01% of shares outstanding; change 0.00)
Holder of WSR: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-01-31: 1712763 (value 32456860; 0.03% of shares outstanding; change 0.07)
Holder of WSR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 445938 (value 8450525; 0.01% of shares outstanding; change 0.00)
Holder of WSR: Highland Global Allocation Fund
Shares held as of 2026-03-31: 875255 (value 16621092; 0.02% of shares outstanding; change 0.00)
Holder of WSR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 504546 (value 9581328; 0.01% of shares outstanding; change 0.05)
Holder of WSR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1544617 (value 29332276; 0.03% of shares outstanding; change 0.00)
Holder of WSR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1124939 (value 21463836; 0.02% of shares outstanding; change 0.00)
Holder of WSR: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 389192 (value 7425783; 0.01% of shares outstanding; change -0.01)
Holder of WSR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 449999 (value 8545480; 0.01% of shares outstanding; change 0.01)
Holder of WSR: First Eagle Funds-First Eagle Small Cap Opportunity Fund
Shares held as of 2026-04-30: 627292 (value 11912274; 0.01% of shares outstanding; change 0.00)
Holder of WSR: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-04-30: 409179 (value 7753942; 0.01% of shares outstanding; change 0.00)
Holder of WSR: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-04-30: 1704809 (value 32374322; 0.03% of shares outstanding; change 0.00)
Holder of WSR: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 2741409 (value 51949702; 0.05% of shares outstanding; change 0.02)
Holder of WSR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1094236 (value 20735773; 0.02% of shares outstanding; change -0.03)
Holder of WSR: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 384752 (value 7291050; 0.01% of shares outstanding; change -0.01)
Holder of WSR: ARBITRAGE FUNDS-ARBITRAGE FUND
Shares held as of 2026-05-31: 1079000 (value 20490209; 0.02% of shares outstanding; change 1.00)
Holder of WSR: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-05-31: 412871 (value 7840420; 0.01% of shares outstanding; change 0.01)
Holder of WSR: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 2723379 (value 51716966; 0.05% of shares outstanding; change -0.01)
Holder of WSR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1104624 (value 20976809; 0.02% of shares outstanding; change 0.01)
Holder of WSR: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-06-30: 414649 (value 7874184; 0.01% of shares outstanding; change 0.00)
Holder of WST: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 1814677 (value 585795877; 0.03% of shares outstanding; change 0.02)
Holder of WST: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2025-12-31: 997063 (value 321861904; 0.01% of shares outstanding; change -0.18)
Holder of WST: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2264813 (value 731104279; 0.03% of shares outstanding; change 0.00)
Holder of WST: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 918766 (value 296586850; 0.01% of shares outstanding; change 0.00)
Holder of WST: SIX CIRCLES TRT-Six Circles Mnged Eqy. PORT. U.S. Unconstrained Fd.
Shares held as of 2026-03-31: 742781 (value 243780733; 0.01% of shares outstanding; change 2.36)
Holder of WST: T. Rowe Price Mid-Cap Growth Fund, Inc.
Shares held as of 2026-03-31: 1060700 (value 348121752; 0.02% of shares outstanding; change 1.05)
Holder of WST: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 1829121 (value 600317534; 0.03% of shares outstanding; change 0.01)
Holder of WST: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2026-03-31: 981386 (value 322090897; 0.01% of shares outstanding; change -0.02)
Holder of WST: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 1555414 (value 510486893; 0.02% of shares outstanding; change -0.01)
Holder of WST: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2292019 (value 752240663; 0.03% of shares outstanding; change 0.01)
Holder of WST: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 921946 (value 302352201; 0.01% of shares outstanding; change 0.00)
Holder of WST: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-04-30: 708734 (value 226617696; 0.01% of shares outstanding; change -0.03)
Holder of WST: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 862338 (value 275732575; 0.01% of shares outstanding; change 0.03)
Holder of WST: VanEck ETF Trust-VanEck Morningstar Wide Moat ETF
Shares held as of 2026-04-30: 613607 (value 198078474; 0.01% of shares outstanding; change -0.02)
Holder of WST: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 930554 (value 305175195; 0.01% of shares outstanding; change 0.01)
Holder of WST: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 920656 (value 302159310; 0.01% of shares outstanding; change 0.00)
Holder of WST: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-05-31: 706196 (value 252987648; 0.01% of shares outstanding; change 0.00)
Holder of WST: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 870780 (value 308003586; 0.01% of shares outstanding; change 0.01)
Holder of WST: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 947858 (value 311087007; 0.01% of shares outstanding; change 0.02)
Holder of WST: ProShares Trust-ProShares S&P 500 Dividend Aristocrats ETF
Shares held as of 2026-06-30: 585436 (value 192140102; 0.01% of shares outstanding; change -0.01)
Holder of WST: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 853851 (value 280233908; 0.01% of shares outstanding; change -0.02)
Holder of WST.DE: BlackRock Funds-BlackRock Mid-Cap Growth Equity Portfolio
Shares held as of 2026-02-28: 396070 (value 46696653; 0.01% of shares outstanding; change 4.86)
Holder of WST.DE: MFS Series Trust IV-MFS Mid Cap Growth Fund
Shares held as of 2026-02-28: 909649 (value 107247618; 0.03% of shares outstanding; change 0.00)
Holder of WST.DE: JANUS INVESTMENT FUND-Janus Henderson Contrarian Fund
Shares held as of 2026-03-31: 441769 (value 52084565; 0.02% of shares outstanding; change 0.67)
Holder of WST.DE: SmallCap World Fund Inc
Shares held as of 2026-03-31: 715249 (value 84327858; 0.03% of shares outstanding; change 0.02)
Holder of WST.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 633723 (value 74715942; 0.02% of shares outstanding; change 0.01)
Holder of WST.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 872996 (value 102926229; 0.03% of shares outstanding; change -0.01)
Holder of WST.DE: American Century Mutual Funds, Inc.-ULTRA FUND
Shares held as of 2026-04-30: 446000 (value 52583400; 0.02% of shares outstanding; change 0.00)
Holder of WST.DE: Fidelity Contrafund
Shares held as of 2026-05-31: 813100 (value 95864491; 0.03% of shares outstanding; change 0.11)
Holder of WST.DE: Fidelity Securities Fund-Fidelity Blue Chip Growth Fund
Shares held as of 2026-05-31: 511771 (value 60337801; 0.02% of shares outstanding; change 0.15)
Holder of WST.DE: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 944329 (value 111336390; 0.03% of shares outstanding; change 0.01)
Holder of WSTN: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2025-12-31: 100000 (value 1007999; 0.01% of shares outstanding; change 1.00)
Holder of WSTN: Brinker Capital Destinations TRT-Destinations Low Duration Fixed Incom
Shares held as of 2026-02-28: 13500 (value 136619; 0.00% of shares outstanding; change 1.00)
Holder of WSTN: Principal Funds, Inc-Global Multi-Strategy Fund
Shares held as of 2026-02-28: 5061 (value 51267; 0.00% of shares outstanding; change 1.00)
Holder of WSTN: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2026-03-31: 10453 (value 105888; 0.00% of shares outstanding; change 1.00)
Holder of WSTN: JNL Series Trust-JNL/Westchester Capital Event Driven Fund
Shares held as of 2026-03-31: 3652 (value 36994; 0.00% of shares outstanding; change 1.00)
Holder of WSTN: Merger Fund VL-The Merger Fund VL
Shares held as of 2026-03-31: 1879 (value 19034; 0.00% of shares outstanding; change 1.00)
Holder of WSTN: Merger Fund-The Merger Fund
Shares held as of 2026-03-31: 186147 (value 1885669; 0.02% of shares outstanding; change 1.00)
Holder of WSTN: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2026-03-31: 100000 (value 1013000; 0.01% of shares outstanding; change 0.00)
Holder of WSTN: TRT for Professional Managers-CrossingBridge Low Duration High Income 
Shares held as of 2026-03-31: 151500 (value 1534695; 0.02% of shares outstanding; change 1.00)
Holder of WSTN: Virtus Event Opportunities Trust-Virtus Westchester Credit Event Fund
Shares held as of 2026-03-31: 7014 (value 71051; 0.00% of shares outstanding; change 1.00)
Holder of WSTN: Virtus Event Opportunities Trust-Virtus Westchester Event-Driven Fund
Shares held as of 2026-03-31: 9985 (value 101148; 0.00% of shares outstanding; change 1.00)
Holder of WSTN: Brinker Capital Destinations TRT-Destinations Low Duration Fixed Incom
Shares held as of 2026-05-31: 13500 (value 136755; 0.00% of shares outstanding; change 0.00)
Holder of WT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2878008 (value 54826050; 0.02% of shares outstanding; change -0.08)
Holder of WT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1852997 (value 35299591; 0.01% of shares outstanding; change -0.08)
Holder of WT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3781720 (value 72041763; 0.02% of shares outstanding; change -0.10)
Holder of WT: AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND
Shares held as of 2026-01-31: 2515882 (value 46065798; 0.02% of shares outstanding; change 0.00)
Holder of WT: AIM Counselor Series TRT -Invesco Discovery Fd.
Shares held as of 2026-02-28: 1813225 (value 35267227; 0.01% of shares outstanding; change 1.00)
Holder of WT: Amplify ETF Trust-Amplify Blockchain Technology ETF
Shares held as of 2026-03-31: 1321937 (value 24204665; 0.01% of shares outstanding; change -0.04)
Holder of WT: JANUS INVESTMENT FUND-Janus Henderson Small Cap Value Fund
Shares held as of 2026-03-31: 1476115 (value 28710437; 0.01% of shares outstanding; change -0.10)
Holder of WT: SmallCap World Fund Inc
Shares held as of 2026-03-31: 6811059 (value 132475102; 0.04% of shares outstanding; change 1.69)
Holder of WT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2937983 (value 57143771; 0.02% of shares outstanding; change 0.02)
Holder of WT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1871158 (value 36394024; 0.01% of shares outstanding; change 0.01)
Holder of WT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4025707 (value 78300004; 0.03% of shares outstanding; change 0.06)
Holder of WT: Variable Insurance Products Fund III-VIP Mid Cap Portfolio
Shares held as of 2026-03-31: 1586800 (value 30228538; 0.01% of shares outstanding; change 0.00)
Holder of WT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 3039005 (value 57893042; 0.02% of shares outstanding; change 0.01)
Holder of WT: AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND
Shares held as of 2026-04-30: 2277798 (value 45669848; 0.01% of shares outstanding; change -0.09)
Holder of WT: AIM Sector Funds (Invesco Sector Funds)-Invesco Small Cap Value Fund
Shares held as of 2026-04-30: 2277798 (value 44303172; 0.01% of shares outstanding; change -0.09)
Holder of WT: Variable Insurance Products Fund III-VIP Mid Cap Portfolio
Shares held as of 2026-04-30: 1586800 (value 29054307; 0.01% of shares outstanding; change 0.00)
Holder of WT: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 7004893 (value 128259587; 0.05% of shares outstanding; change 0.02)
Holder of WT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2920057 (value 53466242; 0.02% of shares outstanding; change -0.04)
Holder of WT: Variable Insurance Products Fund III-VIP Mid Cap Portfolio
Shares held as of 2026-05-31: 1586800 (value 30863261; 0.01% of shares outstanding; change 0.00)
Holder of WT: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 6969940 (value 135565338; 0.05% of shares outstanding; change -0.01)
Holder of WT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2961344 (value 57598143; 0.02% of shares outstanding; change 0.01)
Holder of WTB.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1624656 (value 3733459488; 0.01% of shares outstanding; change 0.01)
Holder of WTB.L: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 465594 (value 1108579314; 0.00% of shares outstanding; change -0.04)
Holder of WTB.L: DFA INVESTMENT TRUST CO-The United Kingdom Small Company Series
Shares held as of 2026-01-31: 535556 (value 1275158836; 0.00% of shares outstanding; change 0.07)
Holder of WTB.L: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-01-31: 430753 (value 1025622893; 0.00% of shares outstanding; change 0.00)
Holder of WTB.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 2548981 (value 6069123761; 0.02% of shares outstanding; change 0.00)
Holder of WTB.L: VANGUARD WORLD FUND-Vanguard International Growth Fund
Shares held as of 2026-02-28: 2504439 (value 6103317843; 0.01% of shares outstanding; change -0.01)
Holder of WTB.L: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 621653 (value 1428558594; 0.00% of shares outstanding; change -0.02)
Holder of WTB.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 1631050 (value 3974868850; 0.01% of shares outstanding; change 0.00)
Holder of WTB.L: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-04-30: 1646206 (value 3782981388; 0.01% of shares outstanding; change 0.13)
Holder of WTB.L: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 540853 (value 1318058761; 0.00% of shares outstanding; change 0.16)
Holder of WTB.L: DFA INVESTMENT TRUST CO-The United Kingdom Small Company Series
Shares held as of 2026-04-30: 696169 (value 1696563853; 0.00% of shares outstanding; change 0.30)
Holder of WTB.L: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-04-30: 550889 (value 1342516493; 0.00% of shares outstanding; change 0.91)
Holder of WTB.L: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 629062 (value 1497796622; 0.00% of shares outstanding; change 0.01)
Holder of WTB.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 2506668 (value 6108749916; 0.01% of shares outstanding; change -0.02)
Holder of WTB.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 1215012 (value 2892943572; 0.01% of shares outstanding; change 0.00)
Holder of WTB.L: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 607409 (value 1446240829; 0.00% of shares outstanding; change 0.00)
Holder of WTB.L: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-05-31: 2090963 (value 4978582903; 0.01% of shares outstanding; change 0.27)
Holder of WTB.L: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 636025 (value 1549992925; 0.00% of shares outstanding; change 0.01)
Holder of WTB.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 1223397 (value 2981418489; 0.01% of shares outstanding; change 0.01)
Holder of WTB.L: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 657359 (value 1601983883; 0.00% of shares outstanding; change 1.00)
Holder of WTB.L: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-06-30: 3086805 (value 7522543785; 0.02% of shares outstanding; change 0.48)
Holder of WTBA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 172629 (value 4132738; 0.01% of shares outstanding; change -0.02)
Holder of WTBA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 506241 (value 12119409; 0.03% of shares outstanding; change 0.00)
Holder of WTBA: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 110824 (value 2761734; 0.01% of shares outstanding; change 0.00)
Holder of WTBA: ETF Series Solutions-Opus Small Cap Value ETF
Shares held as of 2026-01-31: 402616 (value 10033190; 0.02% of shares outstanding; change -0.02)
Holder of WTBA: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-02-28: 600341 (value 14960497; 0.04% of shares outstanding; change 0.00)
Holder of WTBA: Fidelity Puritan Trust-Fidelity Series Intrinsic Opportunities Fund
Shares held as of 2026-02-28: 164600 (value 4101832; 0.01% of shares outstanding; change 0.00)
Holder of WTBA: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 151789 (value 3782581; 0.01% of shares outstanding; change 0.00)
Holder of WTBA: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-03-31: 128100 (value 3105143; 0.01% of shares outstanding; change 1.00)
Holder of WTBA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 178751 (value 4874539; 0.01% of shares outstanding; change 0.04)
Holder of WTBA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 506241 (value 13805192; 0.03% of shares outstanding; change 0.00)
Holder of WTBA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 396052 (value 9481485; 0.02% of shares outstanding; change -0.02)
Holder of WTBA: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 266421 (value 6458044; 0.02% of shares outstanding; change 0.14)
Holder of WTBA: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 110824 (value 3022170; 0.01% of shares outstanding; change 0.00)
Holder of WTBA: ETF Series Solutions-Opus Small Cap Value ETF
Shares held as of 2026-04-30: 409756 (value 11174046; 0.02% of shares outstanding; change 0.02)
Holder of WTBA: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-04-30: 597721 (value 16299851; 0.04% of shares outstanding; change 0.00)
Holder of WTBA: Fidelity Puritan Trust-Fidelity Series Intrinsic Opportunities Fund
Shares held as of 2026-04-30: 164600 (value 4488642; 0.01% of shares outstanding; change 0.00)
Holder of WTBA: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-04-30: 128100 (value 3192252; 0.01% of shares outstanding; change 0.00)
Holder of WTBA: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 152120 (value 4148312; 0.01% of shares outstanding; change 0.00)
Holder of WTBA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 380616 (value 9484950; 0.02% of shares outstanding; change -0.04)
Holder of WTBA: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 295408 (value 7361567; 0.02% of shares outstanding; change 0.11)
Holder of WTBA: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 128100 (value 3493287; 0.01% of shares outstanding; change 0.00)
Holder of WTBA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 384220 (value 10477679; 0.02% of shares outstanding; change 0.01)
Holder of WTBA: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 325586 (value 8878730; 0.02% of shares outstanding; change 0.10)
Holder of WTC.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1755953 (value 71958953; 0.01% of shares outstanding; change 0.02)
Holder of WTC.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 2725496 (value 100516295; 0.01% of shares outstanding; change 0.01)
Holder of WTC.AX: MFS SERIES TRUST X-MFS International Growth Fund
Shares held as of 2026-02-28: 2494819 (value 74894467; 0.01% of shares outstanding; change 0.39)
Holder of WTC.AX: VANGUARD WORLD FUND-Vanguard International Growth Fund
Shares held as of 2026-02-28: 8562314 (value 257040670; 0.03% of shares outstanding; change -0.06)
Holder of WTC.AX: Baillie Gifford Funds-Baillie Gifford International Growth Fund
Shares held as of 2026-03-31: 1350073 (value 40529192; 0.00% of shares outstanding; change -0.08)
Holder of WTC.AX: Brown Capital Mgmt Mutual Fd.s-Brown Capital Mgmt Intl Small Company F
Shares held as of 2026-03-31: 1021860 (value 30676237; 0.00% of shares outstanding; change -0.20)
Holder of WTC.AX: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 741956 (value 30405356; 0.00% of shares outstanding; change 0.01)
Holder of WTC.AX: MFS Series Trust V-MFS International New Discovery Fund
Shares held as of 2026-03-31: 764088 (value 22937922; 0.00% of shares outstanding; change 0.03)
Holder of WTC.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 1805330 (value 54196007; 0.01% of shares outstanding; change 0.03)
Holder of WTC.AX: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 751031 (value 27698024; 0.00% of shares outstanding; change 0.01)
Holder of WTC.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 2727698 (value 81885495; 0.01% of shares outstanding; change 0.00)
Holder of WTC.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 1433831 (value 52879688; 0.00% of shares outstanding; change 0.00)
Holder of WTC.AX: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 702166 (value 25895882; 0.00% of shares outstanding; change 0.00)
Holder of WTC.AX: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 758801 (value 22779206; 0.00% of shares outstanding; change 0.01)
Holder of WTC.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 1444461 (value 43362719; 0.00% of shares outstanding; change 0.01)
Holder of WTC.AX: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 702166 (value 21079023; 0.00% of shares outstanding; change 0.00)
Holder of WTE.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 303433 (value 12820044; 0.00% of shares outstanding; change 0.04)
Holder of WTE.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 162350 (value 6292685; 0.00% of shares outstanding; change 0.20)
Holder of WTE.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-01-31: 141504 (value 5484694; 0.00% of shares outstanding; change 0.00)
Holder of WTE.TO: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 118730 (value 4601974; 0.00% of shares outstanding; change 0.00)
Holder of WTE.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 491777 (value 19061275; 0.01% of shares outstanding; change 0.00)
Holder of WTE.TO: SCHWAB STRATEGIC TRUST-Schwab International Small-Cap Equity ETF
Shares held as of 2026-02-28: 69134 (value 2961700; 0.00% of shares outstanding; change -0.01)
Holder of WTE.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 311789 (value 13357040; 0.01% of shares outstanding; change 0.03)
Holder of WTE.TO: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-04-30: 115870 (value 4895507; 0.00% of shares outstanding; change 0.53)
Holder of WTE.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 172750 (value 7400610; 0.00% of shares outstanding; change 0.06)
Holder of WTE.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-04-30: 162204 (value 6948819; 0.00% of shares outstanding; change 0.15)
Holder of WTE.TO: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Global Infrastructure ETF
Shares held as of 2026-04-30: 117108 (value 4947813; 0.00% of shares outstanding; change 0.14)
Holder of WTE.TO: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 121348 (value 5198548; 0.00% of shares outstanding; change 0.02)
Holder of WTE.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 491777 (value 21067726; 0.01% of shares outstanding; change 0.00)
Holder of WTE.TO: iShares Trust-iShares Core MSCI Total International Stock ETF
Shares held as of 2026-04-30: 119130 (value 5103529; 0.00% of shares outstanding; change 0.00)
Holder of WTE.TO: iShares Trust-iShares Global Infrastructure ETF
Shares held as of 2026-04-30: 1268344 (value 49161011; 0.02% of shares outstanding; change 0.09)
Holder of WTE.TO: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-05-31: 132025 (value 5117288; 0.00% of shares outstanding; change 0.14)
Holder of WTE.TO: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Global Infrastructure ETF
Shares held as of 2026-05-31: 117108 (value 4625766; 0.00% of shares outstanding; change 0.00)
Holder of WTE.TO: iShares Trust-iShares Global Infrastructure ETF
Shares held as of 2026-05-31: 1298425 (value 55624527; 0.02% of shares outstanding; change 0.02)
Holder of WTE.TO: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-06-30: 155140 (value 6646197; 0.00% of shares outstanding; change 0.18)
Holder of WTE.TO: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Global Infrastructure ETF
Shares held as of 2026-06-30: 116646 (value 4997114; 0.00% of shares outstanding; change 0.00)
Holder of WTF: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 29578 (value 86959; 0.00% of shares outstanding; change 0.00)
Holder of WTF: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 29578 (value 81931; 0.00% of shares outstanding; change 0.00)
Holder of WTF: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 29578 (value 87846; 0.00% of shares outstanding; change 0.00)
Holder of WTFC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 721099 (value 108330699; 0.01% of shares outstanding; change 0.00)
Holder of WTFC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1520009 (value 228350945; 0.02% of shares outstanding; change -0.04)
Holder of WTFC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 979877 (value 147206917; 0.01% of shares outstanding; change -0.04)
Holder of WTFC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2099701 (value 315438072; 0.03% of shares outstanding; change 0.00)
Holder of WTFC: Vanguard Explorer Fund
Shares held as of 2026-01-31: 1204130 (value 185568475; 0.02% of shares outstanding; change 0.12)
Holder of WTFC: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-02-28: 779263 (value 120092221; 0.01% of shares outstanding; change 0.00)
Holder of WTFC: Fidelity Concord Street Trust-Fidelity Mid-Cap Stock Fund
Shares held as of 2026-03-31: 761256 (value 114363485; 0.01% of shares outstanding; change 0.00)
Holder of WTFC: SmallCap World Fund Inc
Shares held as of 2026-03-31: 1334466 (value 211726380; 0.02% of shares outstanding; change 0.00)
Holder of WTFC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 747151 (value 118542980; 0.01% of shares outstanding; change 0.04)
Holder of WTFC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1551138 (value 246103560; 0.02% of shares outstanding; change 0.02)
Holder of WTFC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 987742 (value 156715149; 0.01% of shares outstanding; change 0.01)
Holder of WTFC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2125823 (value 337283084; 0.03% of shares outstanding; change 0.01)
Holder of WTFC: Fidelity Concord Street Trust-Fidelity Mid-Cap Stock Fund
Shares held as of 2026-04-30: 774456 (value 119351414; 0.01% of shares outstanding; change 0.02)
Holder of WTFC: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-04-30: 775862 (value 123098267; 0.01% of shares outstanding; change 0.00)
Holder of WTFC: First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc
Shares held as of 2026-04-30: 861093 (value 130533084; 0.01% of shares outstanding; change -0.16)
Holder of WTFC: Vanguard Explorer Fund
Shares held as of 2026-04-30: 1204130 (value 191047270; 0.02% of shares outstanding; change 0.00)
Holder of WTFC: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 2262721 (value 348707934; 0.03% of shares outstanding; change 0.02)
Holder of WTFC: Fidelity Concord Street Trust-Fidelity Mid-Cap Stock Fund
Shares held as of 2026-05-31: 787556 (value 124953637; 0.01% of shares outstanding; change 0.02)
Holder of WTFC: First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc
Shares held as of 2026-05-31: 886426 (value 140640352; 0.01% of shares outstanding; change 0.03)
Holder of WTFC: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 2272124 (value 360495202; 0.03% of shares outstanding; change 0.00)
Holder of WTFCN: First Trust Intermediate Duration Preferred & Income Fund
Shares held as of 2026-01-31: 179231 (value 4704813; 0.01% of shares outstanding; change 0.00)
Holder of WTFCN: Principal Fd.s, Inc-Spectrum Preferred and Capital Securities Income F
Shares held as of 2026-02-28: 467120 (value 12187160; 0.03% of shares outstanding; change 0.00)
Holder of WTFCN: First TRT Exch-Trd Fd. III-First TRT Preferred Securities and Income E
Shares held as of 2026-03-31: 596580 (value 15636361; 0.04% of shares outstanding; change -0.03)
Holder of WTFCN: John Hancock Financial Opportunities Fund
Shares held as of 2026-03-31: 166700 (value 4369206; 0.01% of shares outstanding; change 0.00)
Holder of WTFCN: John Hancock Funds II-Strategic Income Opportunities Fund
Shares held as of 2026-03-31: 184925 (value 4846884; 0.01% of shares outstanding; change 0.00)
Holder of WTFCN: John Hancock Tax-Advantaged Dividend Income Fund
Shares held as of 2026-03-31: 327600 (value 8586395; 0.02% of shares outstanding; change 0.00)
Holder of WTFCN: First Trust Intermediate Duration Preferred & Income Fund
Shares held as of 2026-04-30: 174332 (value 4548321; 0.01% of shares outstanding; change -0.03)
Holder of WTFCN: GLOBAL X FUNDS-Global X U.S. Preferred ETF
Shares held as of 2026-04-30: 297983 (value 7810134; 0.02% of shares outstanding; change -0.02)
Holder of WTFCN: GLOBAL X FUNDS-Global X Variable Rate Preferred ETF
Shares held as of 2026-04-30: 255589 (value 6698987; 0.02% of shares outstanding; change 0.00)
Holder of WTFCN: Invesco Exchange-Traded Fund Trust II-Invesco Preferred ETF
Shares held as of 2026-04-30: 621875 (value 16299343; 0.04% of shares outstanding; change 0.01)
Holder of WTFCN: John Hancock Financial Opportunities Fund
Shares held as of 2026-04-30: 166700 (value 4375875; 0.01% of shares outstanding; change 0.00)
Holder of WTFCN: John Hancock Funds II-Strategic Income Opportunities Fund
Shares held as of 2026-04-30: 184925 (value 4854281; 0.01% of shares outstanding; change 0.00)
Holder of WTFCN: John Hancock Tax-Advantaged Dividend Income Fund
Shares held as of 2026-04-30: 327600 (value 8599500; 0.02% of shares outstanding; change 0.00)
Holder of WTFCN: iShares Trust-iShares Preferred and Income Securities ETF
Shares held as of 2026-04-30: 1173800 (value 30812250; 0.07% of shares outstanding; change -0.03)
Holder of WTFCN: First TRT Exch-Trd Fd. III-First TRT Preferred Securities and Income E
Shares held as of 2026-05-31: 589037 (value 15379756; 0.03% of shares outstanding; change -0.01)
Holder of WTFCN: GLOBAL X FUNDS-Global X U.S. Preferred ETF
Shares held as of 2026-05-31: 302330 (value 7899882; 0.02% of shares outstanding; change 0.01)
Holder of WTFCN: GLOBAL X FUNDS-Global X Variable Rate Preferred ETF
Shares held as of 2026-05-31: 260135 (value 6797327; 0.02% of shares outstanding; change 0.02)
Holder of WTFCN: Invesco Exch-Trd Fd. TRT II-Invesco Varbl Rate Preferred ETF
Shares held as of 2026-05-31: 178413 (value 4661931; 0.01% of shares outstanding; change 0.10)
Holder of WTFCN: Invesco Exchange-Traded Fund Trust II-Invesco Preferred ETF
Shares held as of 2026-05-31: 614483 (value 16056440; 0.04% of shares outstanding; change -0.01)
Holder of WTFCN: John Hancock Funds II-Strategic Income Opportunities Fund
Shares held as of 2026-05-31: 184925 (value 4824693; 0.01% of shares outstanding; change 0.00)
Holder of WTFCN: John Hancock Tax-Advantaged Dividend Income Fund
Shares held as of 2026-05-31: 307188 (value 8014534; 0.02% of shares outstanding; change -0.06)
Holder of WTFCN: iShares Trust-iShares Preferred and Income Securities ETF
Shares held as of 2026-05-31: 1153325 (value 30090249; 0.07% of shares outstanding; change -0.02)
Holder of WTFCN: First TRT Exch-Trd Fd. III-First TRT Preferred Securities and Income E
Shares held as of 2026-06-30: 589037 (value 15367975; 0.03% of shares outstanding; change 0.00)
Holder of WTFCN: GLOBAL X FUNDS-Global X U.S. Preferred ETF
Shares held as of 2026-06-30: 283472 (value 7395784; 0.02% of shares outstanding; change -0.06)
Holder of WTFCN: GLOBAL X FUNDS-Global X Variable Rate Preferred ETF
Shares held as of 2026-06-30: 243179 (value 6344540; 0.01% of shares outstanding; change -0.07)
Holder of WTFCN: Invesco Exch-Trd Fd. TRT II-Invesco Varbl Rate Preferred ETF
Shares held as of 2026-06-30: 181263 (value 4729151; 0.01% of shares outstanding; change 0.02)
Holder of WTFCN: Invesco Exchange-Traded Fund Trust II-Invesco Preferred ETF
Shares held as of 2026-06-30: 628827 (value 16406096; 0.04% of shares outstanding; change 0.02)
Holder of WTG: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2025-12-31: 11426 (value 118601; 0.01% of shares outstanding; change 0.00)
Holder of WTG: JNL Series Trust-JNL/Westchester Capital Event Driven Fund
Shares held as of 2025-12-31: 4037 (value 41904; 0.00% of shares outstanding; change 0.00)
Holder of WTG: Merger Fund VL-The Merger Fund VL
Shares held as of 2025-12-31: 2106 (value 21797; 0.00% of shares outstanding; change 0.02)
Holder of WTG: Merger Fund-The Merger Fund
Shares held as of 2025-12-31: 209760 (value 2177308; 0.12% of shares outstanding; change 0.02)
Holder of WTG: Virtus Event Opportunities Trust-Virtus Westchester Credit Event Fund
Shares held as of 2025-12-31: 7939 (value 82168; 0.00% of shares outstanding; change 0.00)
Holder of WTG: Virtus Event Opportunities Trust-Virtus Westchester Event-Driven Fund
Shares held as of 2025-12-31: 11286 (value 117148; 0.01% of shares outstanding; change 0.02)
Holder of WTG: Principal Funds, Inc-Global Multi-Strategy Fund
Shares held as of 2026-02-28: 5245 (value 54862; 0.00% of shares outstanding; change 0.02)
Holder of WTG: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2026-03-31: 11426 (value 119515; 0.01% of shares outstanding; change 0.00)
Holder of WTG: JNL Series Trust-JNL/Westchester Capital Event Driven Fund
Shares held as of 2026-03-31: 4037 (value 42227; 0.00% of shares outstanding; change 0.00)
Holder of WTG: Merger Fund VL-The Merger Fund VL
Shares held as of 2026-03-31: 2106 (value 22028; 0.00% of shares outstanding; change 0.00)
Holder of WTG: Merger Fund-The Merger Fund
Shares held as of 2026-03-31: 209760 (value 2194089; 0.12% of shares outstanding; change 0.00)
Holder of WTG: Virtus Event Opportunities Trust-Virtus Westchester Credit Event Fund
Shares held as of 2026-03-31: 7939 (value 83041; 0.00% of shares outstanding; change 0.00)
Holder of WTG: Virtus Event Opportunities Trust-Virtus Westchester Event-Driven Fund
Shares held as of 2026-03-31: 11286 (value 118051; 0.01% of shares outstanding; change 0.00)
Holder of WTI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1013681 (value 3730346; 0.01% of shares outstanding; change -0.01)
Holder of WTI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2931584 (value 10788229; 0.02% of shares outstanding; change 0.00)
Holder of WTI: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-01-31: 2255736 (value 7240912; 0.02% of shares outstanding; change -0.19)
Holder of WTI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 961215 (value 3085500; 0.01% of shares outstanding; change 0.00)
Holder of WTI: SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF
Shares held as of 2026-02-28: 1881812 (value 6887432; 0.01% of shares outstanding; change 0.32)
Holder of WTI: VANGUARD WORLD FUND-Vanguard Energy Index Fund
Shares held as of 2026-02-28: 1686451 (value 6172410; 0.01% of shares outstanding; change 0.05)
Holder of WTI: Advisors Series Trust-Huber Small Cap Value Fund
Shares held as of 2026-03-31: 776700 (value 3067965; 0.01% of shares outstanding; change 0.00)
Holder of WTI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1119010 (value 4095576; 0.01% of shares outstanding; change 0.10)
Holder of WTI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2931584 (value 10729597; 0.02% of shares outstanding; change 0.00)
Holder of WTI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2422254 (value 8913894; 0.02% of shares outstanding; change -0.02)
Holder of WTI: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 853916 (value 3142410; 0.01% of shares outstanding; change -0.04)
Holder of WTI: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-04-30: 2337936 (value 8556845; 0.02% of shares outstanding; change 0.04)
Holder of WTI: Exchange Place Advisors Trust-NORTH SQUARE DYNAMIC SMALL CAP FUND
Shares held as of 2026-04-30: 958874 (value 3509478; 0.01% of shares outstanding; change 2.56)
Holder of WTI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 979915 (value 3586488; 0.01% of shares outstanding; change 0.02)
Holder of WTI: WisdomTree Trust-WisdomTree U.S. SmallCap Dividend Fund
Shares held as of 2026-04-30: 782477 (value 2730844; 0.01% of shares outstanding; change 0.00)
Holder of WTI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2390854 (value 7674641; 0.02% of shares outstanding; change -0.01)
Holder of WTI: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 844166 (value 2709772; 0.01% of shares outstanding; change -0.01)
Holder of WTI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2413591 (value 8833743; 0.02% of shares outstanding; change 0.01)
Holder of WTI: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 851316 (value 3115816; 0.01% of shares outstanding; change 0.01)
Holder of WTI: First Trust Exchange-Traded Fund-First Trust Natural Gas ETF
Shares held as of 2026-06-30: 2092251 (value 7657638; 0.01% of shares outstanding; change 5.41)
Holder of WTM: Longleaf Partners Funds Trust-Longleaf Partners Small-Cap Fund
Shares held as of 2025-12-31: 26246 (value 54193267; 0.01% of shares outstanding; change 0.00)
Holder of WTM: UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd.
Shares held as of 2025-12-31: 89374 (value 184541228; 0.04% of shares outstanding; change 0.02)
Holder of WTM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 26448 (value 54610361; 0.01% of shares outstanding; change -0.03)
Holder of WTM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 52183 (value 107748505; 0.02% of shares outstanding; change -0.10)
Holder of WTM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 33606 (value 69390343; 0.01% of shares outstanding; change -0.09)
Holder of WTM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 75104 (value 155076246; 0.03% of shares outstanding; change -0.03)
Holder of WTM: AMG Funds IV-AMG River Road Small Cap Value Fund
Shares held as of 2026-01-31: 21346 (value 43197899; 0.01% of shares outstanding; change -0.04)
Holder of WTM: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 33215 (value 66873751; 0.01% of shares outstanding; change -0.04)
Holder of WTM: VANGUARD WHITEHALL FUNDS-Vanguard Selected Value Fund
Shares held as of 2026-01-31: 40338 (value 81214915; 0.02% of shares outstanding; change 0.00)
Holder of WTM: FMI Funds Inc-Common Stock Fund
Shares held as of 2026-03-31: 40000 (value 88322001; 0.02% of shares outstanding; change -0.11)
Holder of WTM: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
Shares held as of 2026-03-31: 71252 (value 157575224; 0.03% of shares outstanding; change -0.05)
Holder of WTM: UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd.
Shares held as of 2026-03-31: 85474 (value 188730869; 0.03% of shares outstanding; change -0.04)
Holder of WTM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 27309 (value 60299638; 0.01% of shares outstanding; change 0.03)
Holder of WTM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 55920 (value 123474158; 0.02% of shares outstanding; change 0.07)
Holder of WTM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 35613 (value 78635286; 0.01% of shares outstanding; change 0.06)
Holder of WTM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 76890 (value 169776968; 0.03% of shares outstanding; change 0.02)
Holder of WTM: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 33215 (value 73340382; 0.01% of shares outstanding; change 0.00)
Holder of WTM: VANGUARD WHITEHALL FUNDS-Vanguard Selected Value Fund
Shares held as of 2026-04-30: 39238 (value 86639467; 0.02% of shares outstanding; change -0.03)
Holder of WTM: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 24591 (value 49510535; 0.01% of shares outstanding; change 0.63)
Holder of WTM: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 24508 (value 54114890; 0.01% of shares outstanding; change 0.00)
Holder of WTM: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
Shares held as of 2026-06-30: 68184 (value 150553684; 0.03% of shares outstanding; change -0.04)
Holder of WTO: Blackstone Alternative Investment Fd.s-Blackstone Alternative Multi-St
Shares held as of 2026-03-31: 1 (value 9; 0.00% of shares outstanding; change 1.00)
Holder of WTRG: J.P. Morgan Fleming Mutual Fd. Group, Inc.-JPMorgan Mid Cap Value Fd.
Shares held as of 2025-12-31: 2060905 (value 76026784; 0.01% of shares outstanding; change 0.06)
Holder of WTRG: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 3046778 (value 112395638; 0.01% of shares outstanding; change 0.01)
Holder of WTRG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 6422852 (value 236939006; 0.02% of shares outstanding; change -0.03)
Holder of WTRG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 4140308 (value 152735959; 0.01% of shares outstanding; change -0.03)
Holder of WTRG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 8917494 (value 328966348; 0.03% of shares outstanding; change 0.02)
Holder of WTRG: VANGUARD WORLD FUND-Vanguard Utilities Index Fund
Shares held as of 2026-02-28: 1908815 (value 75608163; 0.01% of shares outstanding; change 0.02)
Holder of WTRG: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 3156841 (value 125042473; 0.01% of shares outstanding; change 0.04)
Holder of WTRG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 6527308 (value 258546673; 0.02% of shares outstanding; change 0.02)
Holder of WTRG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 4157057 (value 164661030; 0.01% of shares outstanding; change 0.00)
Holder of WTRG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 9004284 (value 356659694; 0.03% of shares outstanding; change 0.01)
Holder of WTRG: Invesco Exch-Trd Fd. TRT II-Invesco S&P Global Water Index ETF
Shares held as of 2026-04-30: 1555232 (value 56999255; 0.01% of shares outstanding; change 0.04)
Holder of WTRG: Invesco Exchange-Traded Fund Trust-Invesco Water Resources ETF
Shares held as of 2026-04-30: 1827440 (value 66975678; 0.01% of shares outstanding; change 0.02)
Holder of WTRG: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-04-30: 2140866 (value 78462742; 0.01% of shares outstanding; change 0.00)
Holder of WTRG: SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF
Shares held as of 2026-04-30: 3011975 (value 110388888; 0.01% of shares outstanding; change 0.10)
Holder of WTRG: VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund
Shares held as of 2026-04-30: 1588631 (value 62925674; 0.01% of shares outstanding; change 0.02)
Holder of WTRG: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 9552925 (value 350592354; 0.03% of shares outstanding; change 0.02)
Holder of WTRG: Invesco Exch-Trd Fd. TRT II-Invesco S&P Global Water Index ETF
Shares held as of 2026-05-31: 1559088 (value 57218530; 0.01% of shares outstanding; change 0.00)
Holder of WTRG: Invesco Exchange-Traded Fund Trust-Invesco Water Resources ETF
Shares held as of 2026-05-31: 1806370 (value 71550316; 0.01% of shares outstanding; change -0.01)
Holder of WTRG: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-05-31: 2119956 (value 81787906; 0.01% of shares outstanding; change -0.01)