speb/financial-data huggingface dataset:
Holder of WRLD: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 60299 (value 9954761; 0.01% of shares outstanding; change -0.17)
Holder of WRLD: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 71946 (value 12263195; 0.02% of shares outstanding; change 0.00)
Holder of WRLD: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-04-30: 35228 (value 7210114; 0.01% of shares outstanding; change 0.00)
Holder of WRLD: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 37631 (value 7701936; 0.01% of shares outstanding; change 0.00)
Holder of WRLD: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 29372 (value 6011567; 0.01% of shares outstanding; change 0.01)
Holder of WRLD: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 175037 (value 31147833; 0.04% of shares outstanding; change 0.02)
Holder of WRLD: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 58029 (value 10326260; 0.01% of shares outstanding; change -0.04)
Holder of WRLD: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 74057 (value 13178442; 0.02% of shares outstanding; change 0.03)
Holder of WRLD: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 173056 (value 35419371; 0.04% of shares outstanding; change -0.01)
Holder of WRLD: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 58559 (value 11985270; 0.01% of shares outstanding; change 0.01)
Holder of WRLD: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 74945 (value 15338993; 0.02% of shares outstanding; change 0.01)
Holder of WRLG.V: VanEck Funds-International Investors Gold Fund
Shares held as of 2026-03-31: 9897600 (value 6730368; 0.02% of shares outstanding; change 0.00)
Holder of WRLG.V: VanEck VIP Trust-VanEck VIP Global Gold Fund
Shares held as of 2026-03-31: 956200 (value 650216; 0.00% of shares outstanding; change 0.00)
Holder of WRLG.V: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-04-30: 9092584 (value 6182957; 0.02% of shares outstanding; change -0.02)
Holder of WRLG.V: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-05-31: 8898126 (value 5961744; 0.02% of shares outstanding; change -0.02)
Holder of WRLG.V: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-06-30: 8352172 (value 5679477; 0.02% of shares outstanding; change -0.06)
Holder of WRN: TIFF INVESTMENT PROGRAM-TIFF Multi-Asset Fund
Shares held as of 2025-12-31: 341385 (value 843220; 0.00% of shares outstanding; change 0.00)
Holder of WRN: Tidal Trust II-Even Herd Long Short ETF
Shares held as of 2025-12-31: 31054 (value 92540; 0.00% of shares outstanding; change 1.00)
Holder of WRN: ADVISORS' INNER CIRCLE FUND II-KOPERNIK GLOBAL ALL-CAP FUND
Shares held as of 2026-01-31: 5570563 (value 13202233; 0.02% of shares outstanding; change 0.00)
Holder of WRN: Franklin Gold and Precious Metals Fd.-Franklin Gold & Precious Metals 
Shares held as of 2026-01-31: 3160000 (value 7489199; 0.01% of shares outstanding; change 0.00)
Holder of WRN: INVESTMENT MANAGERS SERIES TRUST-EuroPac Gold Fund
Shares held as of 2026-01-31: 600000 (value 1421999; 0.00% of shares outstanding; change 1.00)
Holder of WRN: RUSSELL INVESTMENT CO-Multi-Asset Strategy Fund
Shares held as of 2026-01-31: 31468 (value 74579; 0.00% of shares outstanding; change 0.00)
Holder of WRN: Amplify ETF Trust-Amplify Junior Silver Miners ETF
Shares held as of 2026-03-31: 5945875 (value 12783631; 0.03% of shares outstanding; change 0.22)
Holder of WRN: Fidelity Select Portfolios-Select Gold Portfolio
Shares held as of 2026-03-31: 6820533 (value 20325188; 0.03% of shares outstanding; change -0.14)
Holder of WRN: GAMCO Global Series Funds, Inc-Gabelli Global Mini Mites Fund
Shares held as of 2026-03-31: 40000 (value 94799; 0.00% of shares outstanding; change 0.00)
Holder of WRN: Gabelli Gold Fund, Inc.-Gabelli Gold Fund Inc
Shares held as of 2026-03-31: 1800000 (value 4265999; 0.01% of shares outstanding; change 0.00)
Holder of WRN: TIFF INVESTMENT PROGRAM-TIFF Multi-Asset Fund
Shares held as of 2026-03-31: 341385 (value 733977; 0.00% of shares outstanding; change 0.00)
Holder of WRN: Tidal Trust II-Even Herd Long Short ETF
Shares held as of 2026-03-31: 30014 (value 64530; 0.00% of shares outstanding; change -0.03)
Holder of WRN: ADVISORS' INNER CIRCLE FUND II-KOPERNIK GLOBAL ALL-CAP FUND
Shares held as of 2026-04-30: 6205117 (value 13341002; 0.03% of shares outstanding; change 0.11)
Holder of WRN: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-04-30: 27900 (value 59985; 0.00% of shares outstanding; change 0.00)
Holder of WRN: Fidelity Select Portfolios-Select Gold Portfolio
Shares held as of 2026-04-30: 2819233 (value 6681581; 0.01% of shares outstanding; change -0.59)
Holder of WRN: Franklin Gold and Precious Metals Fd.-Franklin Gold & Precious Metals 
Shares held as of 2026-04-30: 3160000 (value 6794000; 0.01% of shares outstanding; change 0.00)
Holder of WRN: INVESTMENT MANAGERS SERIES TRUST-EuroPac Gold Fund
Shares held as of 2026-04-30: 1800000 (value 3870000; 0.01% of shares outstanding; change 2.00)
Holder of WRN: Jacob Funds Inc.-Jacob Discovery Fund
Shares held as of 2026-04-30: 151950 (value 326692; 0.00% of shares outstanding; change -0.20)
Holder of WRN: Fidelity Select Portfolios-Select Gold Portfolio
Shares held as of 2026-05-31: 2819233 (value 6061351; 0.01% of shares outstanding; change 0.00)
Holder of WRN: GAMCO Global Series Funds, Inc-Gabelli Global Mini Mites Fund
Shares held as of 2026-06-30: 40000 (value 86000; 0.00% of shares outstanding; change 0.00)
Holder of WRN.TO: TIFF INVESTMENT PROGRAM-TIFF Multi-Asset Fund
Shares held as of 2025-12-31: 341385 (value 1379195; 0.00% of shares outstanding; change 0.00)
Holder of WRN.TO: ADVISORS' INNER CIRCLE FUND II-KOPERNIK GLOBAL ALL-CAP FUND
Shares held as of 2026-01-31: 5570563 (value 18438563; 0.02% of shares outstanding; change 0.00)
Holder of WRN.TO: Franklin Gold and Precious Metals Fd.-Franklin Gold & Precious Metals 
Shares held as of 2026-01-31: 3160000 (value 10459599; 0.01% of shares outstanding; change 0.00)
Holder of WRN.TO: INVESTMENT MANAGERS SERIES TRUST-EuroPac Gold Fund
Shares held as of 2026-01-31: 600000 (value 1985999; 0.00% of shares outstanding; change 1.00)
Holder of WRN.TO: RUSSELL INVESTMENT CO-Multi-Asset Strategy Fund
Shares held as of 2026-01-31: 31468 (value 104159; 0.00% of shares outstanding; change 0.00)
Holder of WRN.TO: Amplify ETF Trust-Amplify Junior Silver Miners ETF
Shares held as of 2026-03-31: 5945875 (value 18016001; 0.03% of shares outstanding; change 0.22)
Holder of WRN.TO: Fidelity Select Portfolios-Select Gold Portfolio
Shares held as of 2026-03-31: 6820533 (value 27554953; 0.03% of shares outstanding; change -0.14)
Holder of WRN.TO: GAMCO Global Series Funds, Inc-Gabelli Global Mini Mites Fund
Shares held as of 2026-03-31: 40000 (value 132399; 0.00% of shares outstanding; change 0.00)
Holder of WRN.TO: Gabelli Gold Fund, Inc.-Gabelli Gold Fund Inc
Shares held as of 2026-03-31: 1800000 (value 5957999; 0.01% of shares outstanding; change 0.00)
Holder of WRN.TO: TIFF INVESTMENT PROGRAM-TIFF Multi-Asset Fund
Shares held as of 2026-03-31: 341385 (value 1034396; 0.00% of shares outstanding; change 0.00)
Holder of WRN.TO: Tidal Trust II-Even Herd Long Short ETF
Shares held as of 2026-03-31: 30014 (value 90942; 0.00% of shares outstanding; change -0.03)
Holder of WRN.TO: ADVISORS' INNER CIRCLE FUND II-KOPERNIK GLOBAL ALL-CAP FUND
Shares held as of 2026-04-30: 6205117 (value 18801504; 0.03% of shares outstanding; change 0.11)
Holder of WRN.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-04-30: 27900 (value 84536; 0.00% of shares outstanding; change 0.00)
Holder of WRN.TO: Fidelity Select Portfolios-Select Gold Portfolio
Shares held as of 2026-04-30: 2819233 (value 9331661; 0.01% of shares outstanding; change -0.59)
Holder of WRN.TO: Franklin Gold and Precious Metals Fd.-Franklin Gold & Precious Metals 
Shares held as of 2026-04-30: 3160000 (value 9574799; 0.01% of shares outstanding; change 0.00)
Holder of WRN.TO: INVESTMENT MANAGERS SERIES TRUST-EuroPac Gold Fund
Shares held as of 2026-04-30: 1800000 (value 5453999; 0.01% of shares outstanding; change 2.00)
Holder of WRN.TO: Jacob Funds Inc.-Jacob Discovery Fund
Shares held as of 2026-04-30: 151950 (value 460408; 0.00% of shares outstanding; change -0.20)
Holder of WRN.TO: Fidelity Select Portfolios-Select Gold Portfolio
Shares held as of 2026-05-31: 2819233 (value 8542275; 0.01% of shares outstanding; change 0.00)
Holder of WRN.TO: GAMCO Global Series Funds, Inc-Gabelli Global Mini Mites Fund
Shares held as of 2026-06-30: 40000 (value 121199; 0.00% of shares outstanding; change 0.00)
Holder of WS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 351299 (value 14821304; 0.01% of shares outstanding; change 0.01)
Holder of WS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 866396 (value 36553246; 0.02% of shares outstanding; change 0.02)
Holder of WS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 557830 (value 23534846; 0.01% of shares outstanding; change 0.03)
Holder of WS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1200220 (value 50637280; 0.02% of shares outstanding; change 0.14)
Holder of WS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 364480 (value 14845270; 0.01% of shares outstanding; change 0.01)
Holder of WS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 327307 (value 13331213; 0.01% of shares outstanding; change -0.05)
Holder of WS: SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF
Shares held as of 2026-02-28: 413952 (value 14893992; 0.01% of shares outstanding; change 0.33)
Holder of WS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 362195 (value 13031775; 0.01% of shares outstanding; change 0.03)
Holder of WS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 879592 (value 31647719; 0.02% of shares outstanding; change 0.02)
Holder of WS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 559615 (value 20134947; 0.01% of shares outstanding; change 0.00)
Holder of WS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1200220 (value 43183915; 0.02% of shares outstanding; change 0.00)
Holder of WS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 810908 (value 34212207; 0.02% of shares outstanding; change 0.01)
Holder of WS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 398945 (value 14354040; 0.01% of shares outstanding; change 0.09)
Holder of WS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 327307 (value 11776505; 0.01% of shares outstanding; change 0.00)
Holder of WS: SPDR SERIES TRUST-State Street SPDR S&P Metals & Mining ETF
Shares held as of 2026-04-30: 1103924 (value 45890120; 0.02% of shares outstanding; change 0.10)
Holder of WS: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 1983675 (value 80795081; 0.04% of shares outstanding; change 0.02)
Holder of WS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 779128 (value 31733883; 0.02% of shares outstanding; change -0.04)
Holder of WS: SPDR SERIES TRUST-State Street SPDR S&P Metals & Mining ETF
Shares held as of 2026-05-31: 1044197 (value 34510710; 0.02% of shares outstanding; change -0.05)
Holder of WS: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 1970667 (value 70904597; 0.04% of shares outstanding; change -0.01)
Holder of WS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 793023 (value 28532967; 0.02% of shares outstanding; change 0.02)
Holder of WS: SPDR SERIES TRUST-State Street SPDR S&P Metals & Mining ETF
Shares held as of 2026-06-30: 777062 (value 27958690; 0.02% of shares outstanding; change -0.26)
Holder of WSBC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1034839 (value 35857172; 0.01% of shares outstanding; change 0.01)
Holder of WSBC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2178438 (value 75482880; 0.02% of shares outstanding; change 0.01)
Holder of WSBC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1405290 (value 48693300; 0.01% of shares outstanding; change 0.02)
Holder of WSBC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3038707 (value 105291202; 0.03% of shares outstanding; change 0.06)
Holder of WSBC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 1292942 (value 46920866; 0.01% of shares outstanding; change -0.07)
Holder of WSBC: Delaware Group Equity Funds V-Nomura Small Cap Core Fund
Shares held as of 2026-02-28: 1725121 (value 71161241; 0.02% of shares outstanding; change -0.11)
Holder of WSBC: Delaware Group Equity Funds V-Nomura Small Cap Value Fund
Shares held as of 2026-02-28: 1160300 (value 47862375; 0.01% of shares outstanding; change 0.26)
Holder of WSBC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 932089 (value 33825510; 0.01% of shares outstanding; change 0.01)
Holder of WSBC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1066813 (value 44006036; 0.01% of shares outstanding; change 0.03)
Holder of WSBC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2213153 (value 91292561; 0.02% of shares outstanding; change 0.02)
Holder of WSBC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1410565 (value 58185806; 0.01% of shares outstanding; change 0.00)
Holder of WSBC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3088746 (value 127410772; 0.03% of shares outstanding; change 0.02)
Holder of WSBC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2330002 (value 80734572; 0.02% of shares outstanding; change 0.00)
Holder of WSBC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 1312595 (value 54144543; 0.01% of shares outstanding; change 0.02)
Holder of WSBC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 942125 (value 36724032; 0.01% of shares outstanding; change 0.01)
Holder of WSBC: Manager Directed Portfolios-Hood River Small-Cap Growth Fund
Shares held as of 2026-04-30: 1035679 (value 42721758; 0.01% of shares outstanding; change -0.02)
Holder of WSBC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2238748 (value 81244166; 0.02% of shares outstanding; change -0.04)
Holder of WSBC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2260054 (value 93227227; 0.02% of shares outstanding; change 0.01)
Holder of WSBC: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-06-30: 1003220 (value 41382825; 0.01% of shares outstanding; change 0.42)
Holder of WSBCO: Flaherty & Crumrine Dynamic Preferred & Income Fund Inc
Shares held as of 2026-02-28: 169600 (value 4341760; 0.02% of shares outstanding; change 0.00)
Holder of WSBCO: Flaherty & Crumrine Preferred & Income Securities Fund Inc
Shares held as of 2026-02-28: 307600 (value 7874560; 0.03% of shares outstanding; change 0.00)
Holder of WSBCO: John Hancock Funds II-Strategic Income Opportunities Fund
Shares held as of 2026-03-31: 436125 (value 11042684; 0.05% of shares outstanding; change 0.00)
Holder of WSBCO: John Hancock Preferred Income Fund
Shares held as of 2026-03-31: 161375 (value 4086014; 0.02% of shares outstanding; change 0.00)
Holder of WSBCO: John Hancock Preferred Income Fund III
Shares held as of 2026-03-31: 172650 (value 4371497; 0.02% of shares outstanding; change 0.00)
Holder of WSBCO: John Hancock Tax-Advantaged Dividend Income Fund
Shares held as of 2026-03-31: 310750 (value 7868189; 0.03% of shares outstanding; change 0.00)
Holder of WSBCO: GLOBAL X FUNDS-Global X U.S. Preferred ETF
Shares held as of 2026-04-30: 159439 (value 4036995; 0.02% of shares outstanding; change -0.02)
Holder of WSBCO: GLOBAL X FUNDS-Global X Variable Rate Preferred ETF
Shares held as of 2026-04-30: 137478 (value 3480942; 0.01% of shares outstanding; change 0.00)
Holder of WSBCO: Invesco Exchange-Traded Fund Trust II-Invesco Preferred ETF
Shares held as of 2026-04-30: 339604 (value 8598773; 0.04% of shares outstanding; change 0.01)
Holder of WSBCO: John Hancock Funds II-Strategic Income Opportunities Fund
Shares held as of 2026-04-30: 436125 (value 11103742; 0.05% of shares outstanding; change 0.00)
Holder of WSBCO: John Hancock Preferred Income Fund
Shares held as of 2026-04-30: 161375 (value 4108607; 0.02% of shares outstanding; change 0.00)
Holder of WSBCO: John Hancock Preferred Income Fund III
Shares held as of 2026-04-30: 172650 (value 4395668; 0.02% of shares outstanding; change 0.00)
Holder of WSBCO: John Hancock Tax-Advantaged Dividend Income Fund
Shares held as of 2026-04-30: 310750 (value 7911694; 0.03% of shares outstanding; change 0.00)
Holder of WSBCO: iShares Trust-iShares Preferred and Income Securities ETF
Shares held as of 2026-04-30: 632425 (value 16101539; 0.07% of shares outstanding; change -0.03)
Holder of WSBCO: GLOBAL X FUNDS-Global X U.S. Preferred ETF
Shares held as of 2026-05-31: 161854 (value 4164503; 0.02% of shares outstanding; change 0.02)
Holder of WSBCO: GLOBAL X FUNDS-Global X Variable Rate Preferred ETF
Shares held as of 2026-05-31: 139950 (value 3600913; 0.02% of shares outstanding; change 0.02)
Holder of WSBCO: Invesco Exchange-Traded Fund Trust II-Invesco Preferred ETF
Shares held as of 2026-05-31: 335572 (value 8634267; 0.04% of shares outstanding; change -0.01)
Holder of WSBCO: John Hancock Funds II-Strategic Income Opportunities Fund
Shares held as of 2026-05-31: 436125 (value 11164800; 0.05% of shares outstanding; change 0.00)
Holder of WSBCO: John Hancock Preferred Income Fund
Shares held as of 2026-05-31: 161375 (value 4131200; 0.02% of shares outstanding; change 0.00)
Holder of WSBCO: John Hancock Preferred Income Fund III
Shares held as of 2026-05-31: 172650 (value 4419840; 0.02% of shares outstanding; change 0.00)
Holder of WSBCO: John Hancock Tax-Advantaged Dividend Income Fund
Shares held as of 2026-05-31: 310750 (value 7955200; 0.03% of shares outstanding; change 0.00)
Holder of WSBCO: iShares Trust-iShares Preferred and Income Securities ETF
Shares held as of 2026-05-31: 621450 (value 15909120; 0.07% of shares outstanding; change -0.02)
Holder of WSBCO: GLOBAL X FUNDS-Global X U.S. Preferred ETF
Shares held as of 2026-06-30: 162949 (value 4171494; 0.02% of shares outstanding; change 0.01)
Holder of WSBCO: GLOBAL X FUNDS-Global X Variable Rate Preferred ETF
Shares held as of 2026-06-30: 131839 (value 3375078; 0.01% of shares outstanding; change -0.06)
Holder of WSBCO: Invesco Exchange-Traded Fund Trust II-Invesco Preferred ETF
Shares held as of 2026-06-30: 343396 (value 8790937; 0.04% of shares outstanding; change 0.02)
Holder of WSBF: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 162616 (value 3010022; 0.01% of shares outstanding; change -0.04)
Holder of WSBF: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 524148 (value 9701979; 0.03% of shares outstanding; change -0.01)
Holder of WSBF: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-01-31: 133468 (value 2563920; 0.01% of shares outstanding; change 0.00)
Holder of WSBF: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 177610 (value 3411887; 0.01% of shares outstanding; change 0.00)
Holder of WSBF: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 270141 (value 5189408; 0.02% of shares outstanding; change -0.01)
Holder of WSBF: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 193859 (value 3724031; 0.01% of shares outstanding; change 0.00)
Holder of WSBF: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 149793 (value 2877523; 0.01% of shares outstanding; change 0.01)
Holder of WSBF: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 162616 (value 3262076; 0.01% of shares outstanding; change 0.00)
Holder of WSBF: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 524148 (value 10514408; 0.03% of shares outstanding; change 0.00)
Holder of WSBF: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 377176 (value 6981527; 0.02% of shares outstanding; change -0.02)
Holder of WSBF: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 131241 (value 2429270; 0.01% of shares outstanding; change 0.00)
Holder of WSBF: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 237204 (value 4409622; 0.01% of shares outstanding; change 0.15)
Holder of WSBF: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-04-30: 130732 (value 2622483; 0.01% of shares outstanding; change -0.02)
Holder of WSBF: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 177610 (value 3562856; 0.01% of shares outstanding; change 0.00)
Holder of WSBF: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 270141 (value 5419028; 0.02% of shares outstanding; change 0.00)
Holder of WSBF: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 193859 (value 3888811; 0.01% of shares outstanding; change 0.00)
Holder of WSBF: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 151202 (value 3033112; 0.01% of shares outstanding; change 0.01)
Holder of WSBF: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 362421 (value 6962107; 0.02% of shares outstanding; change -0.04)
Holder of WSBF: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 129741 (value 2492324; 0.01% of shares outstanding; change -0.01)
Holder of WSBF: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 265213 (value 5094741; 0.01% of shares outstanding; change 0.12)
Holder of WSBF: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 365866 (value 7339271; 0.02% of shares outstanding; change 0.01)
Holder of WSBF: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 130841 (value 2624670; 0.01% of shares outstanding; change 0.01)
Holder of WSBF: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 294271 (value 5903076; 0.02% of shares outstanding; change 0.11)
Holder of WSBK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 44674 (value 567359; 0.00% of shares outstanding; change 0.00)
Holder of WSBK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 4500 (value 57149; 0.00% of shares outstanding; change 1.00)
Holder of WSBK: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 6410 (value 82513; 0.00% of shares outstanding; change 0.00)
Holder of WSBK: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 924 (value 11894; 0.00% of shares outstanding; change 0.00)
Holder of WSBK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 44674 (value 580507; 0.00% of shares outstanding; change 0.00)
Holder of WSBK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 132140 (value 1717066; 0.01% of shares outstanding; change 28.36)
Holder of WSBK: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2026-03-31: 4699 (value 61060; 0.00% of shares outstanding; change 1.00)
Holder of WSBK: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 6410 (value 84611; 0.00% of shares outstanding; change 0.00)
Holder of WSBK: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 924 (value 12196; 0.00% of shares outstanding; change 0.00)
Holder of WSBK: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 6410 (value 83293; 0.00% of shares outstanding; change 0.00)
Holder of WSBK: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 924 (value 12006; 0.00% of shares outstanding; change 0.00)
Holder of WSC: JPMorgan Trust I-JPMorgan Small Cap Equity Fund
Shares held as of 2025-12-31: 2473481 (value 63642664; 0.01% of shares outstanding; change -0.01)
Holder of WSC: JPMorgan Trust I-JPMorgan Value Advantage Fund
Shares held as of 2025-12-31: 3781274 (value 97292178; 0.02% of shares outstanding; change 0.30)
Holder of WSC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 3920200 (value 100866744; 0.02% of shares outstanding; change -0.04)
Holder of WSC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 5470053 (value 140744461; 0.03% of shares outstanding; change 0.00)
Holder of WSC: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-02-28: 5562512 (value 160422846; 0.03% of shares outstanding; change 0.00)
Holder of WSC: Fidelity Securities Fund-Fidelity Small Cap Value Fund
Shares held as of 2026-02-28: 3076010 (value 88712128; 0.02% of shares outstanding; change 0.00)
Holder of WSC: AMERICAN FUNDS INSURANCE SERIES-Growth Fund
Shares held as of 2026-03-31: 3295427 (value 89718001; 0.02% of shares outstanding; change 0.00)
Holder of WSC: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-03-31: 2150700 (value 55337510; 0.01% of shares outstanding; change 0.16)
Holder of WSC: JPMorgan Trust I-JPMorgan Value Advantage Fund
Shares held as of 2026-03-31: 3975509 (value 105350988; 0.02% of shares outstanding; change 0.05)
Holder of WSC: VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund
Shares held as of 2026-03-31: 3554500 (value 94194250; 0.02% of shares outstanding; change 0.00)
Holder of WSC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 2028040 (value 53743060; 0.01% of shares outstanding; change 0.03)
Holder of WSC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3961489 (value 104979458; 0.02% of shares outstanding; change 0.01)
Holder of WSC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 5526132 (value 146442498; 0.03% of shares outstanding; change 0.01)
Holder of WSC: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-04-30: 2150700 (value 62026188; 0.01% of shares outstanding; change 0.00)
Holder of WSC: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-04-30: 5538238 (value 146763307; 0.03% of shares outstanding; change 0.00)
Holder of WSC: Fidelity Securities Fund-Fidelity Small Cap Value Fund
Shares held as of 2026-04-30: 2991010 (value 79261765; 0.02% of shares outstanding; change -0.03)
Holder of WSC: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 11146960 (value 321478328; 0.06% of shares outstanding; change 0.02)
Holder of WSC: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-05-31: 2177741 (value 57710136; 0.01% of shares outstanding; change 0.01)
Holder of WSC: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 11037717 (value 292499500; 0.06% of shares outstanding; change -0.01)
Holder of WSC: AMERICAN FUNDS INSURANCE SERIES-Growth Fund
Shares held as of 2026-06-30: 3295427 (value 87328815; 0.02% of shares outstanding; change 0.00)
Holder of WSE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 2507434 (value 28409227; 0.00% of shares outstanding; change 1.00)
Holder of WSE: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 622024 (value 7047531; 0.00% of shares outstanding; change 1.00)
Holder of WSE: Fidelity Rutland Square Trust II-Strategic Advisers International Fund
Shares held as of 2026-05-31: 824046 (value 9336441; 0.00% of shares outstanding; change 1.00)
Holder of WSE: Fidelity Salem Street Trust-Fidelity Global ex U.S. Index Fund
Shares held as of 2026-05-31: 339124 (value 4279744; 0.00% of shares outstanding; change 1.00)
Holder of WSE: Fidelity Salem Street Trust-Fidelity SAI International Index Fund
Shares held as of 2026-05-31: 269722 (value 3472670; 0.00% of shares outstanding; change 1.00)
Holder of WSE: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-05-31: 1278052 (value 14480329; 0.00% of shares outstanding; change 1.00)
Holder of WSE: Fidelity Salem Street Trust-Fidelity Total International Index Fund
Shares held as of 2026-05-31: 366906 (value 4157044; 0.00% of shares outstanding; change 1.00)
Holder of WSE: Goldman Sachs ETF TRT-Goldman Sachs ActiveBeta(R) Intl Eqy. ETF
Shares held as of 2026-05-31: 638687 (value 8060229; 0.00% of shares outstanding; change 1.00)
Holder of WSE: RBB Fund, Inc.-Aquarius International Fund
Shares held as of 2026-05-31: 294618 (value 3718079; 0.00% of shares outstanding; change 1.00)
Holder of WSE: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Developed World ex-US E
Shares held as of 2026-05-31: 838897 (value 9504702; 0.00% of shares outstanding; change 1.00)
Holder of WSE: EuroPacific Growth Fund-EUPAC Fund
Shares held as of 2026-06-30: 666163 (value 7547626; 0.00% of shares outstanding; change 1.00)
Holder of WSE: Goldman Sachs ETF TRT-Goldman Sachs ActiveBeta(R) Intl Eqy. ETF
Shares held as of 2026-06-30: 605234 (value 6857301; 0.00% of shares outstanding; change -0.05)
Holder of WSE: NEW PERSPECTIVE FUND
Shares held as of 2026-06-30: 32837410 (value 372047852; 0.03% of shares outstanding; change 1.00)
Holder of WSE: New World Fund Inc
Shares held as of 2026-06-30: 2550546 (value 28897685; 0.00% of shares outstanding; change 1.00)
Holder of WSFS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 588426 (value 42043035; 0.01% of shares outstanding; change -0.02)
Holder of WSFS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1239908 (value 88591422; 0.02% of shares outstanding; change -0.07)
Holder of WSFS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 799996 (value 57159711; 0.02% of shares outstanding; change -0.06)
Holder of WSFS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1680423 (value 120066218; 0.03% of shares outstanding; change -0.03)
Holder of WSFS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 711916 (value 52781451; 0.01% of shares outstanding; change -0.06)
Holder of WSFS: Franklin Value Investors Trust-FRANKLIN SMALL CAP VALUE FUND
Shares held as of 2026-01-31: 1511067 (value 112030506; 0.03% of shares outstanding; change 0.00)
Holder of WSFS: Delaware Group Equity Funds V-Nomura Small Cap Core Fund
Shares held as of 2026-02-28: 1035590 (value 82681501; 0.02% of shares outstanding; change -0.16)
Holder of WSFS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 594989 (value 47503919; 0.01% of shares outstanding; change 0.01)
Holder of WSFS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1231129 (value 98293334; 0.02% of shares outstanding; change -0.01)
Holder of WSFS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 784224 (value 62612441; 0.02% of shares outstanding; change -0.02)
Holder of WSFS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1679858 (value 134119856; 0.03% of shares outstanding; change 0.00)
Holder of WSFS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1311866 (value 93732821; 0.03% of shares outstanding; change -0.05)
Holder of WSFS: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 581784 (value 41975716; 0.01% of shares outstanding; change 0.00)
Holder of WSFS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 711916 (value 56839370; 0.01% of shares outstanding; change 0.00)
Holder of WSFS: Franklin Value Investors Trust-FRANKLIN SMALL CAP VALUE FUND
Shares held as of 2026-04-30: 1395184 (value 111391485; 0.03% of shares outstanding; change -0.08)
Holder of WSFS: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 3234692 (value 239820062; 0.06% of shares outstanding; change 0.01)
Holder of WSFS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1280192 (value 94913434; 0.02% of shares outstanding; change -0.02)
Holder of WSFS: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 580632 (value 43048056; 0.01% of shares outstanding; change 0.00)
Holder of WSFS: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 3245136 (value 259091646; 0.06% of shares outstanding; change 0.00)
Holder of WSFS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1262192 (value 100773404; 0.02% of shares outstanding; change -0.01)
Holder of WSFS: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 578797 (value 44920435; 0.01% of shares outstanding; change 0.00)
Holder of WSFS: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-06-30: 619236 (value 49439799; 0.01% of shares outstanding; change 0.25)
Holder of WSHP: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 5357 (value 32249; 0.00% of shares outstanding; change 1.47)
Holder of WSHP: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 6960 (value 38628; 0.00% of shares outstanding; change 0.30)
Holder of WSHP: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 6960 (value 31389; 0.00% of shares outstanding; change 0.00)
Holder of WSHP: GLOBAL X FUNDS-Global X Russell 2000 ETF
Shares held as of 2026-06-30: 640 (value 2886; 0.00% of shares outstanding; change 1.00)
Holder of WSHP: ProShares Trust-ProShares Hedge Replication ETF
Shares held as of 2026-06-30: 1 (value 4; 0.00% of shares outstanding; change 1.00)
Holder of WSHP: ProShares Trust-ProShares Russell 2000 High Income ETF
Shares held as of 2026-06-30: 73 (value 329; 0.00% of shares outstanding; change 1.00)
Holder of WSHP: ProShares Trust-ProShares Ultra Russell2000
Shares held as of 2026-06-30: 58 (value 261; 0.00% of shares outstanding; change 1.00)
Holder of WSHP: ProShares Trust-ProShares UltraPro Russell2000
Shares held as of 2026-06-30: 48 (value 216; 0.00% of shares outstanding; change 1.00)
Holder of WSM: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 3070879 (value 625138860; 0.03% of shares outstanding; change 0.01)
Holder of WSM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2709228 (value 551517563; 0.02% of shares outstanding; change -0.07)
Holder of WSM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1746711 (value 355577971; 0.01% of shares outstanding; change -0.06)
Holder of WSM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3752120 (value 763819095; 0.03% of shares outstanding; change -0.03)
Holder of WSM: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 1524589 (value 310360593; 0.01% of shares outstanding; change -0.02)
Holder of WSM: Fidelity Contrafund
Shares held as of 2026-03-31: 1026720 (value 209009397; 0.01% of shares outstanding; change 0.22)
Holder of WSM: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 3033034 (value 687710145; 0.03% of shares outstanding; change -0.01)
Holder of WSM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2752686 (value 624144038; 0.02% of shares outstanding; change 0.02)
Holder of WSM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1752876 (value 397447113; 0.01% of shares outstanding; change 0.00)
Holder of WSM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3798525 (value 861277579; 0.03% of shares outstanding; change 0.01)
Holder of WSM: Victory Portfolios-Victory Sycamore Established Value Fund
Shares held as of 2026-03-31: 985000 (value 199452655; 0.01% of shares outstanding; change 0.58)
Holder of WSM: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 1529853 (value 347154239; 0.01% of shares outstanding; change 0.00)
Holder of WSM: First TRT Exch-Trd Fd. VI-First TRT Rising Dividend Achievers ETF
Shares held as of 2026-04-30: 2133044 (value 431920091; 0.02% of shares outstanding; change 0.01)
Holder of WSM: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-04-30: 985728 (value 223681395; 0.01% of shares outstanding; change 0.14)
Holder of WSM: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 1418991 (value 287331495; 0.01% of shares outstanding; change 0.03)
Holder of WSM: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 1543014 (value 350140734; 0.01% of shares outstanding; change 0.00)
Holder of WSM: iShares Trust-iShares MSCI USA Quality Factor ETF
Shares held as of 2026-04-30: 1639607 (value 372059617; 0.01% of shares outstanding; change 0.00)
Holder of WSM: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 1527723 (value 346395921; 0.01% of shares outstanding; change 0.00)
Holder of WSM: First TRT Exch-Trd Fd. VI-First TRT Rising Dividend Achievers ETF
Shares held as of 2026-05-31: 2157365 (value 492763747; 0.02% of shares outstanding; change 0.01)
Holder of WSM: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-05-31: 985728 (value 223503972; 0.01% of shares outstanding; change 0.00)
Holder of WSM: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 1432860 (value 317736705; 0.01% of shares outstanding; change 0.01)
Holder of WSM: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 1571854 (value 356402184; 0.01% of shares outstanding; change 0.02)
Holder of WSM: iShares Trust-iShares MSCI USA Quality Factor ETF
Shares held as of 2026-05-31: 1427895 (value 323760920; 0.01% of shares outstanding; change -0.13)
Holder of WSM: First TRT Exch-Trd Fd. VI-First TRT Rising Dividend Achievers ETF
Shares held as of 2026-06-30: 2228826 (value 505364019; 0.02% of shares outstanding; change 0.03)
Holder of WSM: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 1422966 (value 322643318; 0.01% of shares outstanding; change -0.01)
Holder of WSO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 447099 (value 164130045; 0.01% of shares outstanding; change -0.03)
Holder of WSO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 792581 (value 290956489; 0.02% of shares outstanding; change -0.04)
Holder of WSO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1099773 (value 403726675; 0.03% of shares outstanding; change 0.00)
Holder of WSO: SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF
Shares held as of 2026-02-28: 1078139 (value 390297109; 0.03% of shares outstanding; change 0.08)
Holder of WSO: AMERICAN FUNDS FUNDAMENTAL INVESTORS
Shares held as of 2026-03-31: 466541 (value 168892511; 0.01% of shares outstanding; change 1.12)
Holder of WSO: AMERICAN MUTUAL FUND
Shares held as of 2026-03-31: 1548543 (value 621027697; 0.04% of shares outstanding; change 0.00)
Holder of WSO: Capital Income Builder
Shares held as of 2026-03-31: 619524 (value 248453910; 0.02% of shares outstanding; change 0.00)
Holder of WSO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 450573 (value 163111936; 0.01% of shares outstanding; change 0.01)
Holder of WSO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 805267 (value 291514714; 0.02% of shares outstanding; change 0.02)
Holder of WSO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1112011 (value 402559112; 0.03% of shares outstanding; change 0.01)
Holder of WSO: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-03-31: 1672366 (value 670685674; 0.05% of shares outstanding; change 0.00)
Holder of WSO: AMERICAN MUTUAL FUND
Shares held as of 2026-04-30: 1548543 (value 594423693; 0.04% of shares outstanding; change 0.00)
Holder of WSO: Capital Income Builder
Shares held as of 2026-04-30: 619524 (value 230407173; 0.02% of shares outstanding; change 0.00)
Holder of WSO: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-04-30: 1672366 (value 641954388; 0.05% of shares outstanding; change 0.00)
Holder of WSO: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 1180622 (value 473476656; 0.03% of shares outstanding; change 0.02)
Holder of WSO: iShares Trust-iShares Select Dividend ETF
Shares held as of 2026-04-30: 566860 (value 227333539; 0.02% of shares outstanding; change 0.00)
Holder of WSO: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 1184763 (value 428896065; 0.03% of shares outstanding; change 0.00)
Holder of WSO: iShares Trust-iShares Select Dividend ETF
Shares held as of 2026-05-31: 564601 (value 204391213; 0.02% of shares outstanding; change 0.00)
Holder of WSO: AMERICAN MUTUAL FUND
Shares held as of 2026-06-30: 1548543 (value 560588066; 0.04% of shares outstanding; change 0.00)
Holder of WSO: Capital Income Builder
Shares held as of 2026-06-30: 619524 (value 224273889; 0.02% of shares outstanding; change 0.00)
Holder of WSO: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-06-30: 1672366 (value 605413231; 0.05% of shares outstanding; change 0.00)
Holder of WSO.B: Allianz Varbl Insurance Prod. TRT-AZL DFA U.S. Core Eqy. Fd.
Shares held as of 2025-12-31: 84 (value 33921; 0.00% of shares outstanding; change 0.00)
Holder of WSO.B: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 1 Portfolio
Shares held as of 2026-01-31: 2268 (value 793800; 0.00% of shares outstanding; change 0.00)
Holder of WSO.B: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio
Shares held as of 2026-01-31: 4958 (value 1735300; 0.00% of shares outstanding; change 0.00)
Holder of WSO.B: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Vector Equity Portfolio
Shares held as of 2026-01-31: 1205 (value 421750; 0.00% of shares outstanding; change 0.00)
Holder of WSO.B: Dimensional ETF Trust-Dimensional US Core Equity 2 ETF
Shares held as of 2026-01-31: 1750 (value 612500; 0.00% of shares outstanding; change 0.00)
Holder of WSO.B: Allianz Varbl Insurance Prod. TRT-AZL DFA U.S. Core Eqy. Fd.
Shares held as of 2026-03-31: 84 (value 32062; 0.00% of shares outstanding; change 0.00)
Holder of WSO.B: Gabelli Equity Series Funds Inc-The Gabelli Small Cap Growth Fund
Shares held as of 2026-03-31: 7800 (value 2730000; 0.00% of shares outstanding; change 0.00)
Holder of WSO.B: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 1 Portfolio
Shares held as of 2026-04-30: 2268 (value 865695; 0.00% of shares outstanding; change 0.00)
Holder of WSO.B: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio
Shares held as of 2026-04-30: 4958 (value 1892468; 0.00% of shares outstanding; change 0.00)
Holder of WSO.B: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Vector Equity Portfolio
Shares held as of 2026-04-30: 1205 (value 459948; 0.00% of shares outstanding; change 0.00)
Holder of WSO.B: Dimensional ETF Trust-Dimensional US Core Equity 2 ETF
Shares held as of 2026-04-30: 1750 (value 667975; 0.00% of shares outstanding; change 0.00)
Holder of WSO.B: Gabelli Equity Series Funds Inc-The Gabelli Small Cap Growth Fund
Shares held as of 2026-06-30: 7800 (value 2977260; 0.00% of shares outstanding; change 0.00)
Holder of WSP.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1228045 (value 232714527; 0.01% of shares outstanding; change 0.02)
Holder of WSP.TO: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Canada ETF
Shares held as of 2026-01-31: 443731 (value 78407266; 0.00% of shares outstanding; change -0.02)
Holder of WSP.TO: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-01-31: 288503 (value 50978479; 0.00% of shares outstanding; change 0.03)
Holder of WSP.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 1907311 (value 337021847; 0.01% of shares outstanding; change 0.01)
Holder of WSP.TO: SCHWAB STRATEGIC TRUST-Schwab International Equity ETF
Shares held as of 2026-02-28: 276329 (value 44527654; 0.00% of shares outstanding; change 0.01)
Holder of WSP.TO: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-03-31: 607139 (value 115052840; 0.00% of shares outstanding; change 0.06)
Holder of WSP.TO: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-03-31: 241746 (value 45810867; 0.00% of shares outstanding; change 0.00)
Holder of WSP.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 1299950 (value 209473942; 0.01% of shares outstanding; change 0.06)
Holder of WSP.TO: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-04-30: 634803 (value 112169688; 0.00% of shares outstanding; change 0.05)
Holder of WSP.TO: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-04-30: 256120 (value 45256403; 0.00% of shares outstanding; change 0.06)
Holder of WSP.TO: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Canada ETF
Shares held as of 2026-04-30: 478993 (value 77184931; 0.00% of shares outstanding; change 0.08)
Holder of WSP.TO: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Developed World ex-US E
Shares held as of 2026-04-30: 153732 (value 27164443; 0.00% of shares outstanding; change 0.00)
Holder of WSP.TO: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-04-30: 310145 (value 49976765; 0.00% of shares outstanding; change 0.08)
Holder of WSP.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 1964573 (value 316571292; 0.01% of shares outstanding; change 0.03)
Holder of WSP.TO: iShares Trust-iShares Core MSCI Total International Stock ETF
Shares held as of 2026-04-30: 176983 (value 28519040; 0.00% of shares outstanding; change 0.03)
Holder of WSP.TO: iShares, Inc.-iShares MSCI Canada ETF
Shares held as of 2026-04-30: 234746 (value 41479617; 0.00% of shares outstanding; change 0.05)
Holder of WSP.TO: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-05-31: 649517 (value 104663168; 0.00% of shares outstanding; change 0.02)
Holder of WSP.TO: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-05-31: 258394 (value 41637609; 0.00% of shares outstanding; change 0.01)
Holder of WSP.TO: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Developed World ex-US E
Shares held as of 2026-05-31: 153580 (value 24747881; 0.00% of shares outstanding; change 0.00)
Holder of WSP.TO: iShares, Inc.-iShares MSCI Canada ETF
Shares held as of 2026-05-31: 246510 (value 39722621; 0.00% of shares outstanding; change 0.05)