speb/financial-data huggingface dataset:
Holder of WDS.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 17870479 (value 560418232; 0.01% of shares outstanding; change 0.02)
Holder of WDS.AX: DFA INVESTMENT TRUST CO-The DFA International Value Series
Shares held as of 2026-01-31: 2317961 (value 67290409; 0.00% of shares outstanding; change 0.11)
Holder of WDS.AX: Dimensional ETF Trust-Dimensional International Value ETF
Shares held as of 2026-01-31: 3858316 (value 110540751; 0.00% of shares outstanding; change 0.07)
Holder of WDS.AX: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Developed Asia Paci
Shares held as of 2026-01-31: 5406888 (value 154907339; 0.00% of shares outstanding; change 0.04)
Holder of WDS.AX: TIAA-CREF Funds-Nuveen International Equity Index Fund
Shares held as of 2026-01-31: 3049481 (value 87367629; 0.00% of shares outstanding; change -0.02)
Holder of WDS.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-01-31: 4198669 (value 120291865; 0.00% of shares outstanding; change 0.02)
Holder of WDS.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 27729257 (value 794443202; 0.01% of shares outstanding; change 0.01)
Holder of WDS.AX: SCHWAB STRATEGIC TRUST-Schwab International Equity ETF
Shares held as of 2026-02-28: 4068403 (value 131694200; 0.00% of shares outstanding; change 0.01)
Holder of WDS.AX: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 6994357 (value 219343039; 0.00% of shares outstanding; change 0.01)
Holder of WDS.AX: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-03-31: 3409394 (value 106918597; 0.00% of shares outstanding; change -0.03)
Holder of WDS.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 18314816 (value 592850574; 0.01% of shares outstanding; change 0.02)
Holder of WDS.AX: DFA INVESTMENT TRUST CO-The DFA International Value Series
Shares held as of 2026-04-30: 3368775 (value 109047243; 0.00% of shares outstanding; change 0.45)
Holder of WDS.AX: Dimensional ETF Trust-Dimensional International Value ETF
Shares held as of 2026-04-30: 4190108 (value 135633791; 0.00% of shares outstanding; change 0.09)
Holder of WDS.AX: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 7076341 (value 202737166; 0.00% of shares outstanding; change 0.01)
Holder of WDS.AX: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-04-30: 3609806 (value 103420940; 0.00% of shares outstanding; change 0.06)
Holder of WDS.AX: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Developed Asia Paci
Shares held as of 2026-04-30: 5494425 (value 177854531; 0.00% of shares outstanding; change 0.02)
Holder of WDS.AX: Legg Mason Global Asset Mgmt TRT-ClearBridge Intl Growth Fd.
Shares held as of 2026-04-30: 3315795 (value 107332280; 0.00% of shares outstanding; change 1.00)
Holder of WDS.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-04-30: 4368483 (value 141407790; 0.00% of shares outstanding; change 0.04)
Holder of WDS.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 27693101 (value 896425649; 0.01% of shares outstanding; change 0.00)
Holder of WDS.AX: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 7151983 (value 231509682; 0.00% of shares outstanding; change 0.01)
Holder of WDS.AX: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-05-31: 3642418 (value 117905066; 0.00% of shares outstanding; change 0.01)
Holder of WEA: Rydex Variable Trust-Multi Hedge Strategies Fund
Shares held as of 2024-06-30: 136 (value 1440; 0.00% of shares outstanding; change -0.41)
Holder of WEA: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 173 (value 1792; 0.00% of shares outstanding; change 1.00)
Holder of WEA: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 462 (value 4786; 0.00% of shares outstanding; change 1.00)
Holder of WEA: Calamos ETF Trust-Calamos CEF Income & Arbitrage ETF
Shares held as of 2026-04-30: 14087 (value 145941; 0.00% of shares outstanding; change 1.00)
Holder of WEAV: Meridian Fund Inc-Meridian Small Cap Growth Fund
Shares held as of 2025-12-31: 567973 (value 3419197; 0.01% of shares outstanding; change 0.06)
Holder of WEAV: OBERWEIS FUNDS-Oberweis Micro-Cap Fund
Shares held as of 2025-12-31: 896300 (value 5395725; 0.01% of shares outstanding; change 0.00)
Holder of WEAV: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 745127 (value 4485664; 0.01% of shares outstanding; change 0.04)
Holder of WEAV: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1934174 (value 11643727; 0.02% of shares outstanding; change 0.03)
Holder of WEAV: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 593988 (value 3231294; 0.01% of shares outstanding; change 0.01)
Holder of WEAV: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 1506508 (value 9295154; 0.02% of shares outstanding; change 0.03)
Holder of WEAV: Advisors Series Trust-Huber Small Cap Value Fund
Shares held as of 2026-03-31: 965147 (value 5472383; 0.01% of shares outstanding; change 0.36)
Holder of WEAV: Meridian Fund Inc-Meridian Small Cap Growth Fund
Shares held as of 2026-03-31: 516169 (value 3184762; 0.01% of shares outstanding; change -0.09)
Holder of WEAV: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 758031 (value 4677051; 0.01% of shares outstanding; change 0.02)
Holder of WEAV: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1934174 (value 11933853; 0.02% of shares outstanding; change 0.00)
Holder of WEAV: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1575857 (value 9486659; 0.02% of shares outstanding; change 0.07)
Holder of WEAV: Advisors Series Trust-Huber Small Cap Value Fund
Shares held as of 2026-04-30: 968147 (value 5266719; 0.01% of shares outstanding; change 0.00)
Holder of WEAV: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 649038 (value 4004564; 0.01% of shares outstanding; change 0.09)
Holder of WEAV: SPDR SERIES TRUST-State Street SPDR S&P Software & Services ETF
Shares held as of 2026-04-30: 536464 (value 3041750; 0.01% of shares outstanding; change -0.09)
Holder of WEAV: WisdomTree Trust-WisdomTree Cloud Computing Fund
Shares held as of 2026-04-30: 659390 (value 3587081; 0.01% of shares outstanding; change -0.01)
Holder of WEAV: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1514113 (value 8236774; 0.02% of shares outstanding; change -0.04)
Holder of WEAV: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 535579 (value 2913549; 0.01% of shares outstanding; change 0.00)
Holder of WEAV: SPDR SERIES TRUST-State Street SPDR S&P Software & Services ETF
Shares held as of 2026-05-31: 570724 (value 3104738; 0.01% of shares outstanding; change 0.06)
Holder of WEAV: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1570400 (value 9689368; 0.02% of shares outstanding; change 0.04)
Holder of WEAV: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 530059 (value 3270464; 0.01% of shares outstanding; change -0.01)
Holder of WEAV: Advisors Series Trust-Huber Small Cap Value Fund
Shares held as of 2026-06-30: 933647 (value 5760602; 0.01% of shares outstanding; change -0.04)
Holder of WEAV: SPDR SERIES TRUST-State Street SPDR S&P Software & Services ETF
Shares held as of 2026-06-30: 526415 (value 3247980; 0.01% of shares outstanding; change -0.08)
Holder of WEAV: WisdomTree Trust-WisdomTree Cloud Computing Fund
Shares held as of 2026-06-30: 601040 (value 3708416; 0.01% of shares outstanding; change -0.09)
Holder of WEB.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 3178749 (value 7946872; 0.01% of shares outstanding; change 0.03)
Holder of WEB.AX: DFA INVESTMENT TRUST CO-The Asia Pacific Small Company Series
Shares held as of 2026-01-31: 2208842 (value 6427730; 0.01% of shares outstanding; change 0.00)
Holder of WEB.AX: Goldman Sachs TRT-Goldman Sachs Intl Small Cap Insights Fd.
Shares held as of 2026-01-31: 867221 (value 2523613; 0.00% of shares outstanding; change 1.00)
Holder of WEB.AX: Old Westbury Funds Inc-Old Westbury Small & Mid Cap Strategies Fund
Shares held as of 2026-01-31: 1272913 (value 3704176; 0.00% of shares outstanding; change 0.42)
Holder of WEB.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 1228988 (value 3576355; 0.00% of shares outstanding; change 0.02)
Holder of WEB.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 4869144 (value 14169209; 0.01% of shares outstanding; change 0.00)
Holder of WEB.AX: MFS Series Trust V-MFS International New Discovery Fund
Shares held as of 2026-03-31: 3778049 (value 9709585; 0.01% of shares outstanding; change 0.00)
Holder of WEB.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 3266234 (value 8394221; 0.01% of shares outstanding; change 0.03)
Holder of WEB.AX: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 1210538 (value 3111082; 0.00% of shares outstanding; change 0.59)
Holder of WEB.AX: DFA INVESTMENT TRUST CO-The Asia Pacific Small Company Series
Shares held as of 2026-04-30: 1840722 (value 4730655; 0.01% of shares outstanding; change -0.17)
Holder of WEB.AX: Goldman Sachs TRT-Goldman Sachs Intl Small Cap Insights Fd.
Shares held as of 2026-04-30: 1027312 (value 2640191; 0.00% of shares outstanding; change 0.18)
Holder of WEB.AX: Manager Directed Portfolios-Hood River International Opportunity Fund
Shares held as of 2026-04-30: 1001697 (value 2574361; 0.00% of shares outstanding; change 0.00)
Holder of WEB.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 1346901 (value 3461535; 0.00% of shares outstanding; change 0.10)
Holder of WEB.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 4869144 (value 12513699; 0.01% of shares outstanding; change 0.00)
Holder of WEB.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 2832602 (value 8242872; 0.01% of shares outstanding; change 0.01)
Holder of WEB.AX: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 1316762 (value 3831777; 0.00% of shares outstanding; change 0.00)
Holder of WEB.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 2855982 (value 7339873; 0.01% of shares outstanding; change 0.01)
Holder of WEB.AX: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 1365033 (value 3508134; 0.00% of shares outstanding; change 0.04)
Holder of WEC: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 8203713 (value 911022353; 0.03% of shares outstanding; change 0.03)
Holder of WEC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 10241231 (value 1137288733; 0.03% of shares outstanding; change 0.01)
Holder of WEC: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 4156397 (value 461567899; 0.01% of shares outstanding; change 0.00)
Holder of WEC: Franklin Managed Trust-FRANKLIN RISING DIVIDENDS FUND
Shares held as of 2026-03-31: 2705000 (value 313157840; 0.01% of shares outstanding; change 0.57)
Holder of WEC: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 8271745 (value 957619890; 0.03% of shares outstanding; change 0.01)
Holder of WEC: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 7029872 (value 813848257; 0.02% of shares outstanding; change -0.01)
Holder of WEC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 10343903 (value 1197513615; 0.03% of shares outstanding; change 0.01)
Holder of WEC: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 3011428 (value 348633009; 0.01% of shares outstanding; change 0.01)
Holder of WEC: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 4170765 (value 476051114; 0.01% of shares outstanding; change 0.00)
Holder of WEC: SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF
Shares held as of 2026-04-30: 5406809 (value 601507501; 0.02% of shares outstanding; change -0.03)
Holder of WEC: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 3898403 (value 433697333; 0.01% of shares outstanding; change 0.03)
Holder of WEC: SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF
Shares held as of 2026-04-30: 2596083 (value 288814233; 0.01% of shares outstanding; change -0.11)
Holder of WEC: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 4209719 (value 480497324; 0.01% of shares outstanding; change 0.01)
Holder of WEC: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 4164952 (value 482176479; 0.01% of shares outstanding; change 0.00)
Holder of WEC: SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF
Shares held as of 2026-05-31: 5296023 (value 608830799; 0.02% of shares outstanding; change -0.02)
Holder of WEC: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 3936392 (value 452527620; 0.01% of shares outstanding; change 0.01)
Holder of WEC: SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF
Shares held as of 2026-05-31: 2591217 (value 297886303; 0.01% of shares outstanding; change 0.00)
Holder of WEC: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 4287999 (value 496421629; 0.01% of shares outstanding; change 0.02)
Holder of WEC: SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF
Shares held as of 2026-06-30: 5321521 (value 616072468; 0.02% of shares outstanding; change 0.00)
Holder of WEC: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 3936937 (value 455779183; 0.01% of shares outstanding; change 0.00)
Holder of WEC: SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF
Shares held as of 2026-06-30: 2580178 (value 298707198; 0.01% of shares outstanding; change 0.00)
Holder of WED.V: Northern Lights Fund Trust IV-Moerus Worldwide Value Fund
Shares held as of 2026-02-28: 323692 (value 7266885; 0.01% of shares outstanding; change 0.21)
Holder of WED.V: Gabelli Equity Trust Inc
Shares held as of 2026-03-31: 13750 (value 302500; 0.00% of shares outstanding; change 0.00)
Holder of WED.V: Gabelli Eqy. Series Fd.s Inc-The Gabelli Global Financial Services Fd.
Shares held as of 2026-03-31: 116213 (value 2556686; 0.00% of shares outstanding; change 0.13)
Holder of WED.V: ROYCE MICRO-CAP TRUST, INC.-Royce Micro-Cap Trust Inc
Shares held as of 2026-03-31: 36233 (value 813430; 0.00% of shares outstanding; change -0.33)
Holder of WEED.TO: Dimensional ETF Trust-Dimensional International Vector Equity ETF
Shares held as of 2025-10-31: 800 (value 1080; 0.00% of shares outstanding; change 1.00)
Holder of WEED.TO: Allianz Varbl Insurance Prod. TRT-AZL DFA Intl Core Eqy. Fd.
Shares held as of 2025-12-31: 90 (value 135; 0.00% of shares outstanding; change 0.00)
Holder of WEED.TO: -Lazard US Systematic Small Cap Equity ETF
Shares held as of 2026-03-31: 99915 (value 126892; 0.00% of shares outstanding; change 1.00)
Holder of WEED.TO: Allianz Varbl Insurance Prod. TRT-AZL DFA Intl Core Eqy. Fd.
Shares held as of 2026-03-31: 90 (value 114; 0.00% of shares outstanding; change 0.00)
Holder of WEED.TO: Amplify ETF Trust-Amplify Alternative Harvest ETF
Shares held as of 2026-03-31: 8479893 (value 10769463; 0.02% of shares outstanding; change 0.26)
Holder of WEED.TO: LINCOLN Varbl INSURANCE Prod. TRT-LVIP Dimensional Intl Core Eqy. Fd.
Shares held as of 2026-03-31: 7038 (value 8938; 0.00% of shares outstanding; change 0.00)
Holder of WEED.TO: Mosley Wealth Management
Shares held as of 2026-03-31: 4 (value 6; 0.00% of shares outstanding; change 1.00)
Holder of WEED.TO: Northern Lights Fund Trust IV-USA Mutuals Vice Fund
Shares held as of 2026-03-31: 300000 (value 380999; 0.00% of shares outstanding; change 2.00)
Holder of WEED.TO: AdvisorShares Trust-AdvisorShares Pure Cannabis ETF
Shares held as of 2026-04-30: 289683 (value 434524; 0.00% of shares outstanding; change 0.00)
Holder of WEED.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 35450 (value 45021; 0.00% of shares outstanding; change 1.00)
Holder of WEED.TO: Dimensional ETF Trust-Dimensional International Core Equity 2 ETF
Shares held as of 2026-04-30: 81350 (value 103314; 0.00% of shares outstanding; change 1.00)
Holder of WEED.TO: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Developed World ex-US E
Shares held as of 2026-04-30: 21415 (value 29552; 0.00% of shares outstanding; change 0.00)
Holder of WEED.TO: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Intl Small Cap ETF
Shares held as of 2026-04-30: 138813 (value 191561; 0.00% of shares outstanding; change 0.02)
Holder of WEED.TO: AdvisorShares Trust-AdvisorShares Pure Cannabis ETF
Shares held as of 2026-05-31: 289683 (value 391072; 0.00% of shares outstanding; change 0.00)
Holder of WEED.TO: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Developed World ex-US E
Shares held as of 2026-05-31: 21391 (value 27166; 0.00% of shares outstanding; change 0.00)
Holder of WEED.TO: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Intl Small Cap ETF
Shares held as of 2026-05-31: 136001 (value 172721; 0.00% of shares outstanding; change -0.02)
Holder of WEED.TO: AdvisorShares Trust-AdvisorShares Pure Cannabis ETF
Shares held as of 2026-06-30: 289683 (value 367897; 0.00% of shares outstanding; change 0.00)
Holder of WEIR.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 2449963 (value 5845611718; 0.01% of shares outstanding; change 0.02)
Holder of WEIR.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 3804722 (value 8963925032; 0.01% of shares outstanding; change 0.01)
Holder of WEIR.L: MFS SERIES TRUST I-MFS Research International Fund
Shares held as of 2026-02-28: 3082706 (value 8064358896; 0.01% of shares outstanding; change -0.06)
Holder of WEIR.L: CAPITAL WORLD GROWTH & INCOME FUND
Shares held as of 2026-03-31: 6949292 (value 17248142744; 0.03% of shares outstanding; change 0.00)
Holder of WEIR.L: EuroPacific Growth Fund-EUPAC Fund
Shares held as of 2026-03-31: 9931911 (value 24651003102; 0.04% of shares outstanding; change 1.13)
Holder of WEIR.L: John Hancock Investment Trust-Disciplined Value International Fund
Shares held as of 2026-03-31: 4720652 (value 11263475672; 0.02% of shares outstanding; change 0.00)
Holder of WEIR.L: NEW ECONOMY FUND
Shares held as of 2026-03-31: 4603436 (value 12042588576; 0.02% of shares outstanding; change 0.21)
Holder of WEIR.L: NEW PERSPECTIVE FUND
Shares held as of 2026-03-31: 1896127 (value 4467275212; 0.01% of shares outstanding; change 1.00)
Holder of WEIR.L: New World Fund Inc
Shares held as of 2026-03-31: 2794437 (value 6583693572; 0.01% of shares outstanding; change 1.00)
Holder of WEIR.L: SmallCap World Fund Inc
Shares held as of 2026-03-31: 3978926 (value 10408870416; 0.02% of shares outstanding; change 0.00)
Holder of WEIR.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 2508726 (value 6562827216; 0.01% of shares outstanding; change 0.02)
Holder of WEIR.L: John Hancock Investment Trust-Disciplined Value International Fund
Shares held as of 2026-04-30: 3861924 (value 9098692944; 0.01% of shares outstanding; change -0.18)
Holder of WEIR.L: New World Fund Inc
Shares held as of 2026-04-30: 2794437 (value 6935792634; 0.01% of shares outstanding; change 0.00)
Holder of WEIR.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 3802238 (value 9946654608; 0.01% of shares outstanding; change 0.00)
Holder of WEIR.L: John Hancock Investment Trust-Disciplined Value International Fund
Shares held as of 2026-05-31: 3861924 (value 10102793184; 0.01% of shares outstanding; change 0.00)
Holder of WEIR.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 1899082 (value 4967998512; 0.01% of shares outstanding; change 0.01)
Holder of WEIR.L: Capital World Growth & Income Fund
Shares held as of 2026-06-30: 6328290 (value 16554806640; 0.02% of shares outstanding; change -0.09)
Holder of WEIR.L: NEW PERSPECTIVE FUND
Shares held as of 2026-06-30: 3500000 (value 9156000000; 0.01% of shares outstanding; change 0.85)
Holder of WEIR.L: New World Fund Inc
Shares held as of 2026-06-30: 2794437 (value 7310247192; 0.01% of shares outstanding; change 0.00)
Holder of WELL: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 17307263 (value 3553700343; 0.02% of shares outstanding; change 0.05)
Holder of WELL: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2025-12-31: 7488123 (value 1537536309; 0.01% of shares outstanding; change -0.01)
Holder of WELL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 21577155 (value 4430437275; 0.03% of shares outstanding; change 0.02)
Holder of WELL: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-01-31: 24705933 (value 5377740390; 0.04% of shares outstanding; change 0.02)
Holder of WELL: AMERICAN FUNDS FUNDAMENTAL INVESTORS
Shares held as of 2026-03-31: 6612573 (value 1666831324; 0.01% of shares outstanding; change -0.08)
Holder of WELL: COHEN & STEERS REAL ESTATE SECURITIES Fd. INC-Cohen & Steers Real Esta
Shares held as of 2026-03-31: 6147730 (value 1549658346; 0.01% of shares outstanding; change 0.06)
Holder of WELL: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 8910840 (value 1829662793; 0.01% of shares outstanding; change 0.02)
Holder of WELL: GROWTH FUND OF AMERICA
Shares held as of 2026-03-31: 5921166 (value 1215793025; 0.01% of shares outstanding; change 0.00)
Holder of WELL: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 17734686 (value 4470382429; 0.03% of shares outstanding; change 0.02)
Holder of WELL: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2026-03-31: 7597877 (value 1915196911; 0.01% of shares outstanding; change 0.01)
Holder of WELL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 22158660 (value 5585533588; 0.03% of shares outstanding; change 0.03)
Holder of WELL: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-03-31: 16900404 (value 3678710907; 0.02% of shares outstanding; change 0.02)
Holder of WELL: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 8941600 (value 1946318055; 0.01% of shares outstanding; change 0.00)
Holder of WELL: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 8337496 (value 1667499200; 0.01% of shares outstanding; change 0.03)
Holder of WELL: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-04-30: 25218808 (value 6356905117; 0.04% of shares outstanding; change 0.02)
Holder of WELL: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-04-30: 16900404 (value 3913964500; 0.02% of shares outstanding; change 0.00)
Holder of WELL: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 9025127 (value 1964499377; 0.01% of shares outstanding; change 0.01)
Holder of WELL: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 8929163 (value 2250774182; 0.01% of shares outstanding; change 0.00)
Holder of WELL: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 8419102 (value 1949779801; 0.01% of shares outstanding; change 0.01)
Holder of WELL: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 9192811 (value 2317231936; 0.01% of shares outstanding; change 0.02)
Holder of WELL: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 8531802 (value 2150611392; 0.01% of shares outstanding; change 0.01)
Holder of WELL: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-06-30: 16900404 (value 4260084960; 0.02% of shares outstanding; change 0.00)
Holder of WEN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1701288 (value 13099917; 0.01% of shares outstanding; change 0.00)
Holder of WEN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 3460559 (value 26646303; 0.02% of shares outstanding; change -0.04)
Holder of WEN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 2228030 (value 17155830; 0.01% of shares outstanding; change -0.04)
Holder of WEN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 4784370 (value 36839648; 0.03% of shares outstanding; change 0.05)
Holder of WEN: SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF
Shares held as of 2026-02-28: 4863022 (value 33992522; 0.03% of shares outstanding; change 0.08)
Holder of WEN: HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Equity and Income Fund
Shares held as of 2026-03-31: 3397400 (value 23747825; 0.02% of shares outstanding; change -0.50)
Holder of WEN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1760838 (value 12308257; 0.01% of shares outstanding; change 0.04)
Holder of WEN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3517073 (value 24584339; 0.02% of shares outstanding; change 0.02)
Holder of WEN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 2236604 (value 15633861; 0.01% of shares outstanding; change 0.00)
Holder of WEN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4784370 (value 33442745; 0.03% of shares outstanding; change 0.00)
Holder of WEN: VANGUARD TAX-MANAGED FUNDS-Vanguard Tax-Managed Small-Cap Fund
Shares held as of 2026-03-31: 1283312 (value 8970350; 0.01% of shares outstanding; change 0.08)
Holder of WEN: Fidelity Covington Trust-Fidelity Enhanced Mid Cap ETF
Shares held as of 2026-04-30: 1595816 (value 10755799; 0.01% of shares outstanding; change -0.04)
Holder of WEN: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-04-30: 1436852 (value 9770593; 0.01% of shares outstanding; change -0.01)
Holder of WEN: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 9642063 (value 65566030; 0.05% of shares outstanding; change 0.02)
Holder of WEN: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-04-30: 1482377 (value 10080163; 0.01% of shares outstanding; change -0.04)
Holder of WEN: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-05-31: 1449904 (value 10946775; 0.01% of shares outstanding; change 0.01)
Holder of WEN: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 9577565 (value 66947177; 0.05% of shares outstanding; change -0.01)
Holder of WEN: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-05-31: 1519378 (value 10620451; 0.01% of shares outstanding; change 0.03)
Holder of WEN: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-06-30: 1450959 (value 10142203; 0.01% of shares outstanding; change 0.00)
Holder of WENN: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2025-12-31: 492766 (value 5070562; 0.02% of shares outstanding; change 1.36)
Holder of WENN: Merger Fund-The Merger Fund
Shares held as of 2025-12-31: 43287 (value 445856; 0.00% of shares outstanding; change 0.00)
Holder of WENN: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2025-12-31: 25000 (value 257500; 0.00% of shares outstanding; change 1.00)
Holder of WENN: Special Opportunities Fund, Inc.
Shares held as of 2025-12-31: 110712 (value 1139226; 0.00% of shares outstanding; change 0.58)
Holder of WENN: Brinker Capital Destinations TRT-Destinations Low Duration Fixed Incom
Shares held as of 2026-02-28: 65883 (value 679912; 0.00% of shares outstanding; change 1.00)
Holder of WENN: High Income Securities Fund
Shares held as of 2026-02-28: 106000 (value 1094979; 0.00% of shares outstanding; change 1.00)
Holder of WENN: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2026-03-31: 448814 (value 4636248; 0.02% of shares outstanding; change -0.09)
Holder of WENN: INVESTMENT MANAGERS SERIES TRUST II-First Trust Multi-Strategy Fund
Shares held as of 2026-03-31: 76154 (value 786670; 0.00% of shares outstanding; change -0.09)
Holder of WENN: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2026-03-31: 30788 (value 318040; 0.00% of shares outstanding; change 11.82)
Holder of WENN: Listed Funds Trust-Horizon Kinetics SPAC Active ETF
Shares held as of 2026-03-31: 41043 (value 423974; 0.00% of shares outstanding; change 0.00)
Holder of WENN: Merger Fund-The Merger Fund
Shares held as of 2026-03-31: 552730 (value 5709700; 0.02% of shares outstanding; change 11.77)
Holder of WENN: RiverPark Funds Trust-RiverPark Strategic Income Fund
Shares held as of 2026-03-31: 600000 (value 6191999; 0.02% of shares outstanding; change 1.00)
Holder of WENN: Special Opportunities Fund, Inc.
Shares held as of 2026-03-31: 110712 (value 1143654; 0.00% of shares outstanding; change 0.00)
Holder of WENN: TRT for Professional Managers-CrossingBridge Low Duration High Income 
Shares held as of 2026-03-31: 809811 (value 8365347; 0.03% of shares outstanding; change 1.00)
Holder of WENN: Brinker Capital Destinations TRT-Destinations Low Duration Fixed Incom
Shares held as of 2026-05-31: 65883 (value 680571; 0.00% of shares outstanding; change 0.00)
Holder of WENN: RiverPark Funds Trust-RiverPark Strategic Income Fund
Shares held as of 2026-06-30: 600000 (value 6197999; 0.02% of shares outstanding; change 0.00)
Holder of WERN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1291766 (value 53621204; 0.02% of shares outstanding; change -0.04)
Holder of WERN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1798006 (value 74635226; 0.03% of shares outstanding; change 0.06)
Holder of WERN: AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND
Shares held as of 2026-01-31: 1366427 (value 56064498; 0.02% of shares outstanding; change 0.00)
Holder of WERN: Fidelity Devonshire Trust-Fidelity Series Value Discovery Fund
Shares held as of 2026-03-31: 1136800 (value 47188566; 0.02% of shares outstanding; change 0.00)
Holder of WERN: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-03-31: 1010500 (value 44977353; 0.02% of shares outstanding; change 92.01)
Holder of WERN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1311296 (value 55625173; 0.02% of shares outstanding; change 0.02)
Holder of WERN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 834954 (value 35418747; 0.01% of shares outstanding; change 0.00)
Holder of WERN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1828309 (value 77556864; 0.03% of shares outstanding; change 0.02)
Holder of WERN: Victory Portfolios-Victory Sycamore Small Company Opportunity Fund
Shares held as of 2026-03-31: 1625000 (value 68932497; 0.03% of shares outstanding; change -0.16)
Holder of WERN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1418276 (value 58872634; 0.02% of shares outstanding; change -0.02)
Holder of WERN: AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND
Shares held as of 2026-04-30: 1245928 (value 57362526; 0.02% of shares outstanding; change -0.09)
Holder of WERN: AIM Sector Funds (Invesco Sector Funds)-Invesco Small Cap Value Fund
Shares held as of 2026-04-30: 1245928 (value 52852263; 0.02% of shares outstanding; change -0.09)
Holder of WERN: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 2370137 (value 105494793; 0.04% of shares outstanding; change 0.03)
Holder of WERN: Fidelity Devonshire Trust-Fidelity Series Value Discovery Fund
Shares held as of 2026-04-30: 1136800 (value 46642902; 0.02% of shares outstanding; change 0.00)
Holder of WERN: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-04-30: 1010500 (value 41460813; 0.02% of shares outstanding; change 0.00)
Holder of WERN: First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc
Shares held as of 2026-04-30: 1818468 (value 80940007; 0.03% of shares outstanding; change 0.01)
Holder of WERN: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 3650182 (value 148525900; 0.06% of shares outstanding; change 0.02)
Holder of WERN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1362888 (value 55919292; 0.02% of shares outstanding; change -0.04)
Holder of WERN: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 2486115 (value 102005295; 0.04% of shares outstanding; change 0.05)
Holder of WERN: Fidelity Devonshire Trust-Fidelity Series Value Discovery Fund
Shares held as of 2026-05-31: 945500 (value 40108108; 0.02% of shares outstanding; change -0.17)
Holder of WERN: First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc
Shares held as of 2026-05-31: 1871954 (value 79408285; 0.03% of shares outstanding; change 0.03)
Holder of WERN: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 3632024 (value 154070451; 0.06% of shares outstanding; change -0.01)
Holder of WERN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1382526 (value 58646750; 0.02% of shares outstanding; change 0.01)
Holder of WERN: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 2620742 (value 111171870; 0.04% of shares outstanding; change 0.05)
Holder of WES: AIM Investment Fd.s -Invesco SteelPath MLP Alpha Fd.
Shares held as of 2026-02-28: 2765036 (value 131256262; 0.01% of shares outstanding; change 0.00)
Holder of WES: AIM Investment Fd.s -Invesco SteelPath MLP Income Fd.
Shares held as of 2026-02-28: 15573546 (value 739276247; 0.04% of shares outstanding; change 0.01)
Holder of WES: AIM Investment Fd.s -Invesco SteelPath MLP Select 40 Fd.
Shares held as of 2026-02-28: 4111682 (value 195181549; 0.01% of shares outstanding; change 0.00)
Holder of WES: ALPS ETF TRUST-ALERIAN MLP ETF
Shares held as of 2026-02-28: 35074846 (value 1665002982; 0.09% of shares outstanding; change 0.00)
Holder of WES: ClearBridge Energy Midstream Opportunity Fund Inc.
Shares held as of 2026-02-28: 2332943 (value 107245392; 0.01% of shares outstanding; change 0.00)
Holder of WES: GOLDMAN SACHS TRUST-Goldman Sachs MLP Energy Infrastructure Fund
Shares held as of 2026-02-28: 3239782 (value 148932782; 0.01% of shares outstanding; change -0.01)
Holder of WES: Kayne Anderson Energy Infrastructure Fund, Inc.
Shares held as of 2026-02-28: 3248317 (value 154197611; 0.01% of shares outstanding; change 0.00)
Holder of WES: Mnged PORT. Series-Tortoise Energy Infrastructure Total Return Fd.
Shares held as of 2026-03-31: 3454036 (value 154119082; 0.01% of shares outstanding; change 0.03)
Holder of WES: GLOBAL X FUNDS-Global X MLP & Energy Infrastructure ETF
Shares held as of 2026-04-30: 3030596 (value 134437240; 0.01% of shares outstanding; change 0.05)
Holder of WES: GLOBAL X FUNDS-Global X MLP ETF
Shares held as of 2026-04-30: 5578321 (value 247454322; 0.01% of shares outstanding; change -0.01)
Holder of WES: ClearBridge Energy Midstream Opportunity Fund Inc.
Shares held as of 2026-05-31: 2332943 (value 110744807; 0.01% of shares outstanding; change 0.00)
Holder of WES: GLOBAL X FUNDS-Global X MLP & Energy Infrastructure ETF
Shares held as of 2026-05-31: 2905804 (value 133579813; 0.01% of shares outstanding; change -0.04)
Holder of WES: GLOBAL X FUNDS-Global X MLP ETF
Shares held as of 2026-05-31: 5330893 (value 245061157; 0.01% of shares outstanding; change -0.04)
Holder of WES: GOLDMAN SACHS TRUST-Goldman Sachs MLP Energy Infrastructure Fund
Shares held as of 2026-05-31: 3468442 (value 164646945; 0.01% of shares outstanding; change 0.07)
Holder of WES: GLOBAL X FUNDS-Global X MLP & Energy Infrastructure ETF
Shares held as of 2026-06-30: 2902739 (value 137793023; 0.01% of shares outstanding; change 0.00)
Holder of WES: GLOBAL X FUNDS-Global X MLP ETF
Shares held as of 2026-06-30: 5388468 (value 255790582; 0.01% of shares outstanding; change 0.01)
Holder of WES: Mnged PORT. Series-Tortoise Energy Infrastructure Total Return Fd.
Shares held as of 2026-06-30: 2722927 (value 129257348; 0.01% of shares outstanding; change -0.21)
Holder of WES.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 10655023 (value 836206240; 0.01% of shares outstanding; change 0.02)
Holder of WES.AX: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Developed Asia Paci
Shares held as of 2026-01-31: 3231413 (value 279323347; 0.00% of shares outstanding; change 0.04)
Holder of WES.AX: TIAA-CREF Funds-Nuveen International Equity Index Fund
Shares held as of 2026-01-31: 1818756 (value 157213273; 0.00% of shares outstanding; change -0.02)
Holder of WES.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-01-31: 2502616 (value 216326133; 0.00% of shares outstanding; change 0.02)
Holder of WES.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 16494025 (value 1425743561; 0.01% of shares outstanding; change 0.01)
Holder of WES.AX: SCHWAB STRATEGIC TRUST-Schwab International Equity ETF
Shares held as of 2026-02-28: 2408874 (value 210174256; 0.00% of shares outstanding; change 0.02)
Holder of WES.AX: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 4177274 (value 327832477; 0.00% of shares outstanding; change 0.01)
Holder of WES.AX: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-03-31: 2035843 (value 159772965; 0.00% of shares outstanding; change -0.03)
Holder of WES.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 10906255 (value 951570748; 0.01% of shares outstanding; change 0.02)
Holder of WES.AX: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 4227231 (value 365401857; 0.00% of shares outstanding; change 0.01)
Holder of WES.AX: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-04-30: 2155869 (value 186353321; 0.00% of shares outstanding; change 0.06)
Holder of WES.AX: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Developed Asia Paci
Shares held as of 2026-04-30: 3283729 (value 286505355; 0.00% of shares outstanding; change 0.02)
Holder of WES.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-04-30: 2601510 (value 226981747; 0.00% of shares outstanding; change 0.04)
Holder of WES.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 16496167 (value 1439290570; 0.01% of shares outstanding; change 0.00)
Holder of WES.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 8081646 (value 698577499; 0.01% of shares outstanding; change 0.01)
Holder of WES.AX: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 3958500 (value 342172749; 0.00% of shares outstanding; change 0.00)
Holder of WES.AX: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 4271691 (value 372705039; 0.00% of shares outstanding; change 0.01)
Holder of WES.AX: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-05-31: 2174129 (value 189692755; 0.00% of shares outstanding; change 0.01)
Holder of WES.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 8321423 (value 726044156; 0.01% of shares outstanding; change 0.03)
Holder of WES.AX: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 4053651 (value 353681049; 0.00% of shares outstanding; change 0.02)
Holder of WES.AX: iShares Trust-iShares MSCI Intl Quality Factor ETF
Shares held as of 2026-05-31: 1943855 (value 169601348; 0.00% of shares outstanding; change 0.23)
Holder of WEST: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 379230 (value 3045216; 0.00% of shares outstanding; change 0.00)
Holder of WEST: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1599225 (value 12841776; 0.02% of shares outstanding; change 0.00)
Holder of WEST: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 348775 (value 3166876; 0.00% of shares outstanding; change 0.01)
Holder of WEST: SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF
Shares held as of 2026-02-28: 181744 (value 1381254; 0.00% of shares outstanding; change 0.01)
Holder of WEST: VANGUARD WORLD FUND-Vanguard Consumer Staples Index Fund
Shares held as of 2026-02-28: 383595 (value 2915321; 0.00% of shares outstanding; change 0.02)
Holder of WEST: Fidelity Advisor Series I-Fidelity Advisor Mid Cap II Fund
Shares held as of 2026-03-31: 464234 (value 3727798; 0.00% of shares outstanding; change 0.00)
Holder of WEST: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 220088 (value 1659463; 0.00% of shares outstanding; change 0.12)
Holder of WEST: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 409216 (value 3110041; 0.00% of shares outstanding; change 0.08)
Holder of WEST: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1622010 (value 12327275; 0.02% of shares outstanding; change 0.01)
Holder of WEST: Variable Insurance Products Fund III-VIP Mid Cap Portfolio
Shares held as of 2026-03-31: 2288442 (value 18376188; 0.02% of shares outstanding; change 0.00)
Holder of WEST: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 875705 (value 7031910; 0.01% of shares outstanding; change 0.02)
Holder of WEST: Fidelity Advisor Series I-Fidelity Advisor Mid Cap II Fund
Shares held as of 2026-04-30: 545634 (value 4954356; 0.01% of shares outstanding; change 0.18)
Holder of WEST: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 219287 (value 1991125; 0.00% of shares outstanding; change 0.00)
Holder of WEST: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 360996 (value 2743569; 0.00% of shares outstanding; change 0.04)
Holder of WEST: Variable Insurance Products Fund III-VIP Mid Cap Portfolio
Shares held as of 2026-04-30: 2288442 (value 20779053; 0.02% of shares outstanding; change 0.00)
Holder of WEST: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 841428 (value 7640166; 0.01% of shares outstanding; change -0.04)
Holder of WEST: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 313873 (value 2849966; 0.00% of shares outstanding; change 0.00)
Holder of WEST: Fidelity Advisor Series I-Fidelity Advisor Mid Cap II Fund
Shares held as of 2026-05-31: 645334 (value 4904538; 0.01% of shares outstanding; change 0.18)
Holder of WEST: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 197073 (value 1497754; 0.00% of shares outstanding; change -0.10)
Holder of WEST: Variable Insurance Products Fund III-VIP Mid Cap Portfolio
Shares held as of 2026-05-31: 2715042 (value 20634318; 0.03% of shares outstanding; change 0.19)
Holder of WEST: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 849431 (value 6455675; 0.01% of shares outstanding; change 0.01)
Holder of WEST: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 310641 (value 2360871; 0.00% of shares outstanding; change -0.01)
Holder of WETH: Bridgeway Funds, Inc.-Ultra-Small Company Fund
Shares held as of 2026-03-31: 94400 (value 119887; 0.01% of shares outstanding; change 0.00)
Holder of WETH: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 6414 (value 9813; 0.00% of shares outstanding; change 0.00)
Holder of WETH: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 6414 (value 7825; 0.00% of shares outstanding; change 0.00)
Holder of WETH: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 6414 (value 8145; 0.00% of shares outstanding; change 0.00)
Holder of WETO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 703 (value 766; 0.00% of shares outstanding; change 0.00)
Holder of WETO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 703 (value 546; 0.00% of shares outstanding; change 0.00)
Holder of WETO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 703 (value 70; 0.00% of shares outstanding; change 0.00)
Holder of WEX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 369932 (value 53625345; 0.01% of shares outstanding; change 0.01)
Holder of WEX: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 777915 (value 112766563; 0.02% of shares outstanding; change -0.04)
Holder of WEX: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 501686 (value 72724405; 0.01% of shares outstanding; change -0.03)
Holder of WEX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1079780 (value 156524916; 0.03% of shares outstanding; change 0.00)
Holder of WEX: Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund
Shares held as of 2026-03-31: 1361934 (value 239904665; 0.04% of shares outstanding; change -0.05)
Holder of WEX: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-03-31: 299300 (value 43386530; 0.01% of shares outstanding; change 0.12)
Holder of WEX: JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund
Shares held as of 2026-03-31: 2499077 (value 440212398; 0.07% of shares outstanding; change 0.00)
Holder of WEX: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-03-31: 721400 (value 106442572; 0.02% of shares outstanding; change -0.07)
Holder of WEX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 382383 (value 67356763; 0.01% of shares outstanding; change 0.03)
Holder of WEX: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 791047 (value 139342924; 0.02% of shares outstanding; change 0.02)
Holder of WEX: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 503784 (value 88741548; 0.01% of shares outstanding; change 0.00)
Holder of WEX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1090129 (value 192026216; 0.03% of shares outstanding; change 0.01)
Holder of WEX: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-04-30: 338200 (value 44057315; 0.01% of shares outstanding; change 0.13)
Holder of WEX: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-04-30: 721400 (value 93976781; 0.02% of shares outstanding; change 0.00)
Holder of WEX: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-04-30: 259414 (value 38276536; 0.01% of shares outstanding; change 0.00)
Holder of WEX: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 1158150 (value 147698868; 0.03% of shares outstanding; change 0.02)