speb/financial-data huggingface dataset:
Holder of WTRG: SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF
Shares held as of 2026-05-31: 3006742 (value 116000111; 0.01% of shares outstanding; change 0.00)
Holder of WTRG: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 9599740 (value 380245707; 0.03% of shares outstanding; change 0.00)
Holder of WTRG: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-06-30: 2182297 (value 86440785; 0.01% of shares outstanding; change 0.03)
Holder of WTRG: SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF
Shares held as of 2026-06-30: 2993565 (value 118575111; 0.01% of shares outstanding; change 0.00)
Holder of WTS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 294936 (value 91129328; 0.01% of shares outstanding; change 0.01)
Holder of WTS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 621939 (value 192166719; 0.02% of shares outstanding; change -0.04)
Holder of WTS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 400994 (value 123899130; 0.01% of shares outstanding; change -0.04)
Holder of WTS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 865039 (value 267279759; 0.03% of shares outstanding; change 0.00)
Holder of WTS: Virtus Equity Trust-Virtus KAR Small-Cap Core Fund
Shares held as of 2025-12-31: 387500 (value 119729754; 0.01% of shares outstanding; change -0.12)
Holder of WTS: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 268740 (value 92417002; 0.01% of shares outstanding; change 0.01)
Holder of WTS: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-03-31: 532211 (value 167907243; 0.02% of shares outstanding; change -0.08)
Holder of WTS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 306046 (value 105417548; 0.01% of shares outstanding; change 0.04)
Holder of WTS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 632345 (value 217811242; 0.02% of shares outstanding; change 0.02)
Holder of WTS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 402666 (value 138698308; 0.01% of shares outstanding; change 0.00)
Holder of WTS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 872235 (value 300441356; 0.03% of shares outstanding; change 0.01)
Holder of WTS: Virtus Equity Trust-Virtus KAR Small-Cap Core Fund
Shares held as of 2026-03-31: 368500 (value 126929829; 0.01% of shares outstanding; change -0.05)
Holder of WTS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 668849 (value 206660971; 0.02% of shares outstanding; change 0.00)
Holder of WTS: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 271610 (value 93556067; 0.01% of shares outstanding; change 0.01)
Holder of WTS: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-04-30: 313450 (value 98890337; 0.01% of shares outstanding; change 0.01)
Holder of WTS: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-04-30: 607695 (value 208980242; 0.02% of shares outstanding; change 0.14)
Holder of WTS: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 925911 (value 318411547; 0.03% of shares outstanding; change 0.02)
Holder of WTS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 642744 (value 221033243; 0.02% of shares outstanding; change -0.04)
Holder of WTS: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-05-31: 316702 (value 109715071; 0.01% of shares outstanding; change 0.01)
Holder of WTS: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-05-31: 683648 (value 235482561; 0.02% of shares outstanding; change 0.13)
Holder of WTS: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 931508 (value 320857941; 0.03% of shares outstanding; change 0.01)
Holder of WTS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 656460 (value 226117655; 0.02% of shares outstanding; change 0.02)
Holder of WTS: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-06-30: 311734 (value 107376780; 0.01% of shares outstanding; change -0.02)
Holder of WTTR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1071099 (value 19204805; 0.01% of shares outstanding; change 0.02)
Holder of WTTR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3027629 (value 54285388; 0.02% of shares outstanding; change -0.04)
Holder of WTTR: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 1390802 (value 24617196; 0.01% of shares outstanding; change 0.00)
Holder of WTTR: Franklin Value Investors Trust-FRANKLIN SMALL CAP VALUE FUND
Shares held as of 2026-01-31: 4641526 (value 82155013; 0.04% of shares outstanding; change 0.00)
Holder of WTTR: Franklin Templeton Varbl Insurance Prod. TRT-FRANKLIN SMALL CAP VALUE 
Shares held as of 2026-03-31: 1942508 (value 39180386; 0.02% of shares outstanding; change 0.44)
Holder of WTTR: Needham Funds Inc-Needham Aggressive Growth Fund
Shares held as of 2026-03-31: 1140000 (value 22993800; 0.01% of shares outstanding; change 0.47)
Holder of WTTR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1254554 (value 25304354; 0.01% of shares outstanding; change 0.17)
Holder of WTTR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3569425 (value 71995302; 0.03% of shares outstanding; change 0.18)
Holder of WTTR: Victory Portfolios-Victory Sycamore Small Company Opportunity Fund
Shares held as of 2026-03-31: 1925000 (value 38827250; 0.02% of shares outstanding; change -0.27)
Holder of WTTR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2318554 (value 41571673; 0.02% of shares outstanding; change 0.02)
Holder of WTTR: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 3335770 (value 61711745; 0.03% of shares outstanding; change 0.00)
Holder of WTTR: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 1393965 (value 28116274; 0.01% of shares outstanding; change 0.00)
Holder of WTTR: Franklin Value Investors Trust-FRANKLIN SMALL CAP VALUE FUND
Shares held as of 2026-04-30: 6469010 (value 130479932; 0.05% of shares outstanding; change 0.39)
Holder of WTTR: VanEck ETF Trust-VanEck Oil Services ETF
Shares held as of 2026-04-30: 2471489 (value 45722546; 0.02% of shares outstanding; change -0.01)
Holder of WTTR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2227754 (value 39431247; 0.02% of shares outstanding; change -0.04)
Holder of WTTR: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 3467866 (value 61381230; 0.03% of shares outstanding; change 0.04)
Holder of WTTR: VanEck ETF Trust-VanEck Oil Services ETF
Shares held as of 2026-05-31: 2408003 (value 46354057; 0.02% of shares outstanding; change -0.03)
Holder of WTTR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2263980 (value 45664476; 0.02% of shares outstanding; change 0.02)
Holder of WTTR: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 3435645 (value 69296959; 0.03% of shares outstanding; change -0.01)
Holder of WTTR: VanEck ETF Trust-VanEck Oil Services ETF
Shares held as of 2026-06-30: 2272154 (value 45829346; 0.02% of shares outstanding; change -0.06)
Holder of WTW: Artisan Partners Funds Inc.-Artisan International Value Fund
Shares held as of 2025-12-31: 2720411 (value 679205009; 0.03% of shares outstanding; change -0.02)
Holder of WTW: Dodge & Cox Funds-Dodge & Cox International Stock Fund
Shares held as of 2025-12-31: 1805600 (value 450804148; 0.02% of shares outstanding; change 0.49)
Holder of WTW: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2025-12-31: 3341796 (value 834346201; 0.04% of shares outstanding; change 1.40)
Holder of WTW: T. ROWE PRICE CAPITAL APPRECIATION Fd., INC.-T. Rowe Price Capital App
Shares held as of 2025-12-31: 1926182 (value 480909856; 0.02% of shares outstanding; change 0.21)
Holder of WTW: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 2414167 (value 602745070; 0.03% of shares outstanding; change 0.00)
Holder of WTW: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3008487 (value 751128943; 0.03% of shares outstanding; change -0.02)
Holder of WTW: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-01-31: 2511169 (value 640850321; 0.03% of shares outstanding; change 0.00)
Holder of WTW: Artisan Partners Funds Inc.-Artisan International Value Fund
Shares held as of 2026-03-31: 2988902 (value 882054825; 0.03% of shares outstanding; change 0.10)
Holder of WTW: Dodge & Cox Funds-Dodge & Cox International Stock Fund
Shares held as of 2026-03-31: 1967400 (value 580599385; 0.02% of shares outstanding; change 0.09)
Holder of WTW: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2026-03-31: 3503157 (value 1033816610; 0.04% of shares outstanding; change 0.05)
Holder of WTW: HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Fund
Shares held as of 2026-03-31: 2038000 (value 601434150; 0.02% of shares outstanding; change 0.02)
Holder of WTW: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 2414716 (value 712606803; 0.03% of shares outstanding; change 0.00)
Holder of WTW: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 2041842 (value 602567962; 0.02% of shares outstanding; change -0.02)
Holder of WTW: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3003180 (value 886268405; 0.03% of shares outstanding; change 0.00)
Holder of WTW: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 1218439 (value 310945629; 0.01% of shares outstanding; change 0.00)
Holder of WTW: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-04-30: 2511169 (value 741071046; 0.03% of shares outstanding; change 0.00)
Holder of WTW: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-04-30: 1364688 (value 402733055; 0.01% of shares outstanding; change 0.13)
Holder of WTW: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 1229784 (value 313840873; 0.01% of shares outstanding; change 0.01)
Holder of WTW: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 1252444 (value 369608730; 0.01% of shares outstanding; change 0.02)
Holder of WTY.DE: Artisan Partners Funds Inc.-Artisan International Value Fund
Shares held as of 2026-03-31: 2988902 (value 752306624; 0.03% of shares outstanding; change 0.10)
Holder of WTY.DE: Dodge & Cox Funds-Dodge & Cox International Stock Fund
Shares held as of 2026-03-31: 1967400 (value 495194573; 0.02% of shares outstanding; change 0.09)
Holder of WTY.DE: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2026-03-31: 3503157 (value 881744606; 0.04% of shares outstanding; change 0.05)
Holder of WTY.DE: HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Fund
Shares held as of 2026-03-31: 2038000 (value 512964593; 0.02% of shares outstanding; change 0.02)
Holder of WTY.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 2414716 (value 607784009; 0.03% of shares outstanding; change 0.00)
Holder of WTY.DE: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 2041842 (value 513931625; 0.02% of shares outstanding; change -0.02)
Holder of WTY.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3003180 (value 755900396; 0.03% of shares outstanding; change 0.00)
Holder of WTY.DE: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-04-30: 2511169 (value 632061229; 0.03% of shares outstanding; change 0.00)
Holder of WTY.DE: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-04-30: 1364688 (value 343491965; 0.01% of shares outstanding; change 0.13)
Holder of WTY.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 1252444 (value 315240150; 0.01% of shares outstanding; change 0.02)
Holder of WU: PIMCO Equity Series-PIMCO RAE US Small Fund
Shares held as of 2025-12-31: 5114554 (value 41581324; 0.02% of shares outstanding; change 0.41)
Holder of WU: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 3418322 (value 27790958; 0.01% of shares outstanding; change -0.01)
Holder of WU: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 7207173 (value 58594317; 0.02% of shares outstanding; change -0.06)
Holder of WU: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 4650549 (value 37808963; 0.01% of shares outstanding; change -0.05)
Holder of WU: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 10177100 (value 82739824; 0.03% of shares outstanding; change 0.01)
Holder of WU: SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF
Shares held as of 2026-02-28: 9797835 (value 80538206; 0.03% of shares outstanding; change 0.06)
Holder of WU: Capital Income Builder
Shares held as of 2026-03-31: 14269948 (value 101602028; 0.05% of shares outstanding; change 0.06)
Holder of WU: PIMCO Equity Series-PIMCO RAE US Small Fund
Shares held as of 2026-03-31: 6391540 (value 52538460; 0.02% of shares outstanding; change 0.25)
Holder of WU: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 3542479 (value 29119178; 0.01% of shares outstanding; change 0.04)
Holder of WU: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 7235276 (value 59473970; 0.02% of shares outstanding; change 0.00)
Holder of WU: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 4602403 (value 37831753; 0.01% of shares outstanding; change -0.01)
Holder of WU: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 10084135 (value 82891592; 0.03% of shares outstanding; change -0.01)
Holder of WU: Capital Income Builder
Shares held as of 2026-04-30: 14269948 (value 126717139; 0.05% of shares outstanding; change 0.00)
Holder of WU: SEI INSTITUTIONAL INVESTMENTS TRUST-SIIT World Equity EX-US Fund
Shares held as of 2026-04-30: 3409630 (value 28027159; 0.01% of shares outstanding; change 0.00)
Holder of WU: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 16982237 (value 120913525; 0.05% of shares outstanding; change 0.47)
Holder of WU: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-04-30: 2886014 (value 20548419; 0.01% of shares outstanding; change 0.58)
Holder of WU: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 16847351 (value 138485229; 0.05% of shares outstanding; change -0.01)
Holder of WU: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-05-31: 2886014 (value 23723035; 0.01% of shares outstanding; change 0.00)
Holder of WU: Capital Income Builder
Shares held as of 2026-06-30: 14269948 (value 117298976; 0.05% of shares outstanding; change 0.00)
Holder of WULF: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 3564399 (value 91106036; 0.01% of shares outstanding; change 0.08)
Holder of WULF: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 2274924 (value 58147056; 0.00% of shares outstanding; change 1.00)
Holder of WULF: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 4032607 (value 103073432; 0.01% of shares outstanding; change 1.00)
Holder of WULF: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 11219313 (value 286765634; 0.02% of shares outstanding; change 0.20)
Holder of WULF: AIM Counselor Series TRT -Invesco Discovery Fd.
Shares held as of 2026-02-28: 3076039 (value 56783677; 0.01% of shares outstanding; change 0.05)
Holder of WULF: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 2970226 (value 86077148; 0.01% of shares outstanding; change 0.01)
Holder of WULF: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 7678669 (value 141748222; 0.02% of shares outstanding; change 0.03)
Holder of WULF: Amplify ETF Trust-Amplify Blockchain Technology ETF
Shares held as of 2026-03-31: 2411436 (value 62359736; 0.00% of shares outstanding; change -0.12)
Holder of WULF: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2026-03-31: 2991200 (value 55217549; 0.01% of shares outstanding; change 1.00)
Holder of WULF: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 3694419 (value 68198971; 0.01% of shares outstanding; change 0.04)
Holder of WULF: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 4586600 (value 84668631; 0.01% of shares outstanding; change 1.02)
Holder of WULF: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 8205721 (value 151477602; 0.02% of shares outstanding; change 1.03)
Holder of WULF: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 11321136 (value 208988160; 0.02% of shares outstanding; change 0.01)
Holder of WULF: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 7576724 (value 193661061; 0.02% of shares outstanding; change 0.03)
Holder of WULF: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 3410026 (value 62949076; 0.01% of shares outstanding; change 0.15)
Holder of WULF: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 8121115 (value 235349908; 0.02% of shares outstanding; change 0.07)
Holder of WULF: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 2675867 (value 77546624; 0.01% of shares outstanding; change 0.12)
Holder of WULF: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 8254644 (value 152380720; 0.02% of shares outstanding; change 0.02)
Holder of WULF: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 2654663 (value 49005076; 0.01% of shares outstanding; change -0.01)
Holder of WVE: T. Rowe Price Health Sciences Fund, Inc.
Shares held as of 2025-12-31: 1529350 (value 8717294; 0.01% of shares outstanding; change 0.79)
Holder of WVE: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2025-12-31: 2289440 (value 13049807; 0.01% of shares outstanding; change 0.83)
Holder of WVE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1554802 (value 10230597; 0.01% of shares outstanding; change 0.17)
Holder of WVE: Federated Hermes Equity Funds-Federated Hermes Kaufmann Fund
Shares held as of 2026-01-31: 2812826 (value 17327007; 0.01% of shares outstanding; change 0.19)
Holder of WVE: Federated Hermes Equity Funds-Federated Hermes Kaufmann Small Cap Fund
Shares held as of 2026-01-31: 1871567 (value 11528852; 0.01% of shares outstanding; change 0.19)
Holder of WVE: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-02-28: 2058960 (value 12683193; 0.01% of shares outstanding; change 0.10)
Holder of WVE: -Price (T.Rowe) New Horizons Trust
Shares held as of 2026-03-31: 1022427 (value 6390168; 0.01% of shares outstanding; change 0.02)
Holder of WVE: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-03-31: 1661909 (value 10935361; 0.01% of shares outstanding; change 0.00)
Holder of WVE: PRIMECAP Odyssey Funds-PRIMECAP Odyssey Aggressive Growth Fund
Shares held as of 2026-03-31: 3762418 (value 23176494; 0.02% of shares outstanding; change 0.00)
Holder of WVE: T. ROWE PRICE QUANTITATIVE Mgmt Fd.S, INC.-T. Rowe Price Integrated U.
Shares held as of 2026-03-31: 1412494 (value 8206590; 0.01% of shares outstanding; change 0.23)
Holder of WVE: T. Rowe Price Health Sciences Fund, Inc.
Shares held as of 2026-03-31: 2107233 (value 12243023; 0.01% of shares outstanding; change 0.38)
Holder of WVE: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2026-03-31: 2287103 (value 13288068; 0.01% of shares outstanding; change 0.00)
Holder of WVE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1610961 (value 9359683; 0.01% of shares outstanding; change 0.04)
Holder of WVE: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-03-31: 1176186 (value 7739303; 0.01% of shares outstanding; change 0.17)
Holder of WVE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 3405180 (value 22406084; 0.02% of shares outstanding; change 0.20)
Holder of WVE: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-04-30: 1661909 (value 10237359; 0.01% of shares outstanding; change 0.00)
Holder of WVE: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1382798 (value 8034056; 0.01% of shares outstanding; change 0.22)
Holder of WVE: PRIMECAP Odyssey Funds-PRIMECAP Odyssey Aggressive Growth Fund
Shares held as of 2026-04-30: 3872923 (value 22501682; 0.02% of shares outstanding; change 0.03)
Holder of WVE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 3271931 (value 20155094; 0.02% of shares outstanding; change -0.04)
Holder of WVE: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-05-31: 1661909 (value 9655691; 0.01% of shares outstanding; change 0.00)
Holder of WVE: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-05-31: 1172169 (value 6810301; 0.01% of shares outstanding; change 0.00)
Holder of WVE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 3338041 (value 19394018; 0.02% of shares outstanding; change 0.02)
Holder of WVE: SPDR SERIES TRUST-State Street SPDR S&P Pharmaceuticals ETF
Shares held as of 2026-06-30: 1155091 (value 6711078; 0.01% of shares outstanding; change 1.54)
Holder of WVVI: T. ROWE PRICE INDEX TRT, INC.-T. Rowe Price Extended Eqy. Market Index
Shares held as of 2025-12-31: 10850 (value 29241; 0.00% of shares outstanding; change 0.00)
Holder of WVVI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 49723 (value 134008; 0.01% of shares outstanding; change 0.00)
Holder of WVVI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 149173 (value 402036; 0.03% of shares outstanding; change 0.00)
Holder of WVVI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 4137 (value 11542; 0.00% of shares outstanding; change 0.00)
Holder of WVVI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 17785 (value 48197; 0.00% of shares outstanding; change -0.10)
Holder of WVVI: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 4861 (value 13173; 0.00% of shares outstanding; change 0.00)
Holder of WVVI: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 6424 (value 17409; 0.00% of shares outstanding; change 0.00)
Holder of WVVI: Gabelli Equity Series Funds Inc-The Gabelli Small Cap Growth Fund
Shares held as of 2026-03-31: 20000 (value 55799; 0.00% of shares outstanding; change 0.00)
Holder of WVVI: T. ROWE PRICE INDEX TRT, INC.-T. Rowe Price Extended Eqy. Market Index
Shares held as of 2026-03-31: 10850 (value 29295; 0.00% of shares outstanding; change 0.00)
Holder of WVVI: Teton Westwood Funds-TETON WESTWOOD MIGHTY MITES FUND
Shares held as of 2026-03-31: 20500 (value 57194; 0.00% of shares outstanding; change 0.00)
Holder of WVVI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 49723 (value 134252; 0.01% of shares outstanding; change 0.00)
Holder of WVVI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 149173 (value 402767; 0.03% of shares outstanding; change 0.00)
Holder of WVVI: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 11339 (value 30728; 0.00% of shares outstanding; change -0.01)
Holder of WVVI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 4137 (value 11169; 0.00% of shares outstanding; change 0.00)
Holder of WVVI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 17720 (value 49438; 0.00% of shares outstanding; change 0.00)
Holder of WVVI: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 4861 (value 13562; 0.00% of shares outstanding; change 0.00)
Holder of WVVI: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 6424 (value 17922; 0.00% of shares outstanding; change 0.00)
Holder of WVVI: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 11414 (value 31845; 0.00% of shares outstanding; change 0.01)
Holder of WVVI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 17720 (value 47844; 0.00% of shares outstanding; change 0.00)
Holder of WVVI: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 4861 (value 13124; 0.00% of shares outstanding; change 0.00)
Holder of WVVI: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 6424 (value 17344; 0.00% of shares outstanding; change 0.00)
Holder of WVVI: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 11264 (value 30412; 0.00% of shares outstanding; change -0.01)
Holder of WVVI: Gabelli Equity Series Funds Inc-The Gabelli Small Cap Growth Fund
Shares held as of 2026-06-30: 20000 (value 54000; 0.00% of shares outstanding; change 0.00)
Holder of WVVI: Teton Westwood Funds-TETON WESTWOOD MIGHTY MITES FUND
Shares held as of 2026-06-30: 20500 (value 55350; 0.00% of shares outstanding; change 0.00)
Holder of WW: Guggenheim Funds Trust-Guggenheim Floating Rate Strategies Fund
Shares held as of 2025-12-31: 25462 (value 437691; 0.00% of shares outstanding; change 0.00)
Holder of WW: Guggenheim Funds Trust-Guggenheim Macro Opportunities Fund
Shares held as of 2025-12-31: 20023 (value 344195; 0.00% of shares outstanding; change -0.33)
Holder of WW: Guggenheim Funds Trust-Guggenheim Total Return Bond Fund
Shares held as of 2025-12-31: 36869 (value 633778; 0.00% of shares outstanding; change -0.33)
Holder of WW: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 105267 (value 1749537; 0.01% of shares outstanding; change -0.01)
Holder of WW: TRANSAMERICA FUNDS-Transamerica High Yield Bond
Shares held as of 2026-01-31: 48243 (value 829297; 0.00% of shares outstanding; change -0.42)
Holder of WW: Western Asset High Income Fund II Inc.
Shares held as of 2026-01-31: 16972 (value 325862; 0.00% of shares outstanding; change 0.00)
Holder of WW: AIM Counselor Series TRT -Invesco Senior Floating Rate Fd.
Shares held as of 2026-02-28: 45359 (value 605089; 0.00% of shares outstanding; change -0.03)
Holder of WW: Bridgeway Funds, Inc.-Ultra-Small Company Fund
Shares held as of 2026-03-31: 20000 (value 266800; 0.00% of shares outstanding; change 1.00)
Holder of WW: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 54528 (value 937336; 0.01% of shares outstanding; change 0.02)
Holder of WW: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 18085 (value 310881; 0.00% of shares outstanding; change 0.00)
Holder of WW: Guggenheim Funds Trust-Guggenheim Floating Rate Strategies Fund
Shares held as of 2026-03-31: 25462 (value 339663; 0.00% of shares outstanding; change 0.00)
Holder of WW: Guggenheim Funds Trust-Guggenheim Macro Opportunities Fund
Shares held as of 2026-03-31: 20023 (value 267106; 0.00% of shares outstanding; change 0.00)
Holder of WW: Guggenheim Funds Trust-Guggenheim Total Return Bond Fund
Shares held as of 2026-03-31: 36869 (value 491832; 0.00% of shares outstanding; change 0.00)
Holder of WW: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 109765 (value 1464265; 0.01% of shares outstanding; change 0.04)
Holder of WW: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 54330 (value 1043136; 0.01% of shares outstanding; change 0.00)
Holder of WW: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 18085 (value 347232; 0.00% of shares outstanding; change 0.00)
Holder of WW: TRANSAMERICA FUNDS-Transamerica High Yield Bond
Shares held as of 2026-04-30: 48243 (value 643561; 0.00% of shares outstanding; change 0.00)
Holder of WW: WisdomTree Trust-WisdomTree U.S. SmallCap Fund
Shares held as of 2026-04-30: 16900 (value 246232; 0.00% of shares outstanding; change 0.00)
Holder of WW: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 54330 (value 724762; 0.01% of shares outstanding; change 0.00)
Holder of WW: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 18085 (value 241253; 0.00% of shares outstanding; change 0.00)
Holder of WW: Invesco Exchange-Traded Fund Trust-Invesco RAFI US 1500 Small-Mid ETF
Shares held as of 2026-06-30: 19123 (value 255100; 0.00% of shares outstanding; change 1.29)
Holder of WWD: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 646045 (value 226135130; 0.01% of shares outstanding; change 0.01)
Holder of WWD: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 766639 (value 268346648; 0.01% of shares outstanding; change -0.04)
Holder of WWD: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1358524 (value 475524154; 0.02% of shares outstanding; change -0.04)
Holder of WWD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1874497 (value 656130182; 0.03% of shares outstanding; change -0.01)
Holder of WWD: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 665384 (value 278795896; 0.01% of shares outstanding; change 0.03)
Holder of WWD: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 769199 (value 322294381; 0.01% of shares outstanding; change 0.00)
Holder of WWD: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1374617 (value 575964523; 0.02% of shares outstanding; change 0.01)
Holder of WWD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1892431 (value 792928589; 0.03% of shares outstanding; change 0.01)
Holder of WWD: GLOBAL X FUNDS-Global X US Infrastructure Development ETF
Shares held as of 2026-04-30: 430019 (value 154716539; 0.01% of shares outstanding; change 0.03)
Holder of WWD: Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Momentum ETF
Shares held as of 2026-04-30: 484044 (value 174154194; 0.01% of shares outstanding; change 0.08)
Holder of WWD: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-04-30: 451027 (value 162275008; 0.01% of shares outstanding; change 0.00)
Holder of WWD: SPDR SERIES TRUST-State Street SPDR S&P Aerospace & Defense ETF
Shares held as of 2026-04-30: 496653 (value 178690787; 0.01% of shares outstanding; change 0.00)
Holder of WWD: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 2013701 (value 866052499; 0.03% of shares outstanding; change 0.02)
Holder of WWD: iShares Trust-iShares U.S. Aerospace & Defense ETF
Shares held as of 2026-04-30: 685317 (value 294741126; 0.01% of shares outstanding; change 0.01)
Holder of WWD: GLOBAL X FUNDS-Global X US Infrastructure Development ETF
Shares held as of 2026-05-31: 439161 (value 172537575; 0.01% of shares outstanding; change 0.02)
Holder of WWD: Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Momentum ETF
Shares held as of 2026-05-31: 506502 (value 198994508; 0.01% of shares outstanding; change 0.05)
Holder of WWD: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-05-31: 446615 (value 181504333; 0.01% of shares outstanding; change -0.01)
Holder of WWD: SPDR SERIES TRUST-State Street SPDR S&P Aerospace & Defense ETF
Shares held as of 2026-05-31: 490647 (value 199398937; 0.01% of shares outstanding; change -0.01)
Holder of WWD: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 2022460 (value 847410740; 0.03% of shares outstanding; change 0.00)
Holder of WWD: iShares Trust-iShares U.S. Aerospace & Defense ETF
Shares held as of 2026-05-31: 662767 (value 277699373; 0.01% of shares outstanding; change -0.03)
Holder of WWD: GLOBAL X FUNDS-Global X US Infrastructure Development ETF
Shares held as of 2026-06-30: 456233 (value 191161627; 0.01% of shares outstanding; change 0.04)
Holder of WWD: Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Momentum ETF
Shares held as of 2026-06-30: 552247 (value 231391493; 0.01% of shares outstanding; change 0.09)
Holder of WWD: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-06-30: 458424 (value 192079656; 0.01% of shares outstanding; change 0.03)
Holder of WWD: SPDR SERIES TRUST-State Street SPDR S&P Aerospace & Defense ETF
Shares held as of 2026-06-30: 453375 (value 189964125; 0.01% of shares outstanding; change -0.08)
Holder of WWR: SPROTT FUNDS TRUST-Sprott Critical Materials ETF
Shares held as of 2025-12-31: 119180 (value 66943; 0.00% of shares outstanding; change 1.00)
Holder of WWR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1311718 (value 736791; 0.04% of shares outstanding; change 0.49)
Holder of WWR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2435669 (value 1368115; 0.08% of shares outstanding; change 0.76)
Holder of WWR: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2025-12-31: 95238 (value 53495; 0.00% of shares outstanding; change 1.00)
Holder of WWR: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2025-12-31: 64755 (value 36372; 0.00% of shares outstanding; change 1.00)
Holder of WWR: Victory PORT.s III-Victory Extended Market Index Fd. (Formerly USAA Ex
Shares held as of 2026-01-31: 11401 (value 6002; 0.00% of shares outstanding; change 1.00)
Holder of WWR: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 75000 (value 30074; 0.00% of shares outstanding; change 1.00)
Holder of WWR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 661217 (value 350577; 0.02% of shares outstanding; change 0.05)
Holder of WWR: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 179043 (value 94928; 0.01% of shares outstanding; change 0.00)
Holder of WWR: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 213341 (value 113113; 0.01% of shares outstanding; change 0.00)
Holder of WWR: SPROTT FUNDS TRUST-Sprott Critical Materials ETF
Shares held as of 2026-03-31: 213386 (value 85567; 0.01% of shares outstanding; change 0.79)
Holder of WWR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1311718 (value 525998; 0.04% of shares outstanding; change 0.00)
Holder of WWR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2873502 (value 1152274; 0.10% of shares outstanding; change 0.18)
Holder of WWR: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2026-03-31: 95238 (value 38190; 0.00% of shares outstanding; change 0.00)
Holder of WWR: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2026-03-31: 64755 (value 25966; 0.00% of shares outstanding; change 0.00)
Holder of WWR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 658811 (value 346863; 0.02% of shares outstanding; change 0.00)
Holder of WWR: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 179043 (value 94266; 0.01% of shares outstanding; change 0.00)
Holder of WWR: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 213341 (value 112324; 0.01% of shares outstanding; change 0.00)
Holder of WWR: Victory PORT.s III-Victory Extended Market Index Fd. (Formerly USAA Ex
Shares held as of 2026-04-30: 12506 (value 5014; 0.00% of shares outstanding; change 0.10)
Holder of WWR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 658811 (value 264183; 0.02% of shares outstanding; change 0.00)
Holder of WWR: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 179043 (value 71796; 0.01% of shares outstanding; change 0.00)
Holder of WWR: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 213341 (value 85549; 0.01% of shares outstanding; change 0.00)
Holder of WWW: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1862790 (value 32691963; 0.02% of shares outstanding; change 0.02)
Holder of WWW: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1199307 (value 21047836; 0.01% of shares outstanding; change 0.02)
Holder of WWW: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2575144 (value 45193775; 0.03% of shares outstanding; change 0.07)
Holder of WWW: HARBOR FUNDS-Harbor Small Cap Value Fund
Shares held as of 2026-01-31: 1325572 (value 23330067; 0.02% of shares outstanding; change 0.19)
Holder of WWW: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-02-28: 5657930 (value 99579570; 0.07% of shares outstanding; change 0.00)
Holder of WWW: Fidelity Puritan Trust-Fidelity Low-Priced Stock K6 Fund
Shares held as of 2026-02-28: 1029771 (value 18123969; 0.01% of shares outstanding; change 0.00)
Holder of WWW: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-03-31: 1266239 (value 21272814; 0.02% of shares outstanding; change 79.14)
Holder of WWW: Hennessy Funds Trust-Hennessy Cornerstone Mid Cap 30 Fund
Shares held as of 2026-03-31: 1142400 (value 20106240; 0.01% of shares outstanding; change -0.06)
Holder of WWW: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1890584 (value 35524075; 0.02% of shares outstanding; change 0.01)
Holder of WWW: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1203841 (value 22620173; 0.01% of shares outstanding; change 0.00)
Holder of WWW: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2575144 (value 48386958; 0.03% of shares outstanding; change 0.00)
Holder of WWW: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1996739 (value 35042767; 0.02% of shares outstanding; change 0.02)
Holder of WWW: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-04-30: 5588834 (value 105014195; 0.07% of shares outstanding; change -0.01)
Holder of WWW: Fidelity Puritan Trust-Fidelity Low-Priced Stock K6 Fund
Shares held as of 2026-04-30: 1021671 (value 19197199; 0.01% of shares outstanding; change -0.01)
Holder of WWW: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-04-30: 1296139 (value 22812046; 0.02% of shares outstanding; change 0.02)
Holder of WWW: HARBOR FUNDS-Harbor Small Cap Value Fund
Shares held as of 2026-04-30: 1319978 (value 24802387; 0.02% of shares outstanding; change 0.00)
Holder of WWW: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 4999146 (value 87984971; 0.06% of shares outstanding; change 0.02)
Holder of WWW: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1918651 (value 33768258; 0.02% of shares outstanding; change -0.04)
Holder of WWW: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 1297339 (value 24377000; 0.02% of shares outstanding; change 0.00)
Holder of WWW: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 4967814 (value 93345229; 0.06% of shares outstanding; change -0.01)
Holder of WWW: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1951469 (value 36668104; 0.02% of shares outstanding; change 0.02)
Holder of WWW: Hennessy Funds Trust-Hennessy Cornerstone Mid Cap 30 Fund
Shares held as of 2026-06-30: 1142400 (value 21465697; 0.01% of shares outstanding; change 0.00)
Holder of WY: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 18176990 (value 445518029; 0.03% of shares outstanding; change 0.02)
Holder of WY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 8180471 (value 200503346; 0.01% of shares outstanding; change 1.00)
Holder of WY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 22720173 (value 556871445; 0.03% of shares outstanding; change 0.00)
Holder of WY: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-01-31: 27534258 (value 669633146; 0.04% of shares outstanding; change 0.81)
Holder of WY: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-01-31: 26935211 (value 655064323; 0.04% of shares outstanding; change 0.00)
Holder of WY: ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund
Shares held as of 2026-03-31: 8201350 (value 197406491; 0.01% of shares outstanding; change 0.00)
Holder of WY: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 9201737 (value 225534575; 0.01% of shares outstanding; change 0.00)
Holder of WY: VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund
Shares held as of 2026-03-31: 16592178 (value 397216750; 0.02% of shares outstanding; change -0.06)
Holder of WY: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 18310548 (value 438354528; 0.03% of shares outstanding; change 0.01)
Holder of WY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 8308755 (value 198911599; 0.01% of shares outstanding; change 0.02)
Holder of WY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 22932632 (value 549007222; 0.03% of shares outstanding; change 0.01)
Holder of WY: ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund
Shares held as of 2026-04-30: 8201350 (value 200851059; 0.01% of shares outstanding; change 0.00)
Holder of WY: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 9233540 (value 224559689; 0.01% of shares outstanding; change 0.00)
Holder of WY: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-04-30: 32981865 (value 789585865; 0.05% of shares outstanding; change 0.20)
Holder of WY: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 8629831 (value 207720029; 0.01% of shares outstanding; change 0.03)
Holder of WY: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-04-30: 26763067 (value 640707838; 0.04% of shares outstanding; change -0.01)
Holder of WY: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 9319794 (value 226657387; 0.01% of shares outstanding; change 0.01)
Holder of WY: ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund
Shares held as of 2026-05-31: 8383550 (value 200702191; 0.01% of shares outstanding; change 0.02)
Holder of WY: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 9220670 (value 220742844; 0.01% of shares outstanding; change 0.00)
Holder of WY: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 8714050 (value 204344479; 0.01% of shares outstanding; change 0.01)
Holder of WY: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 9493246 (value 227268314; 0.01% of shares outstanding; change 0.02)
Holder of WY: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 8648206 (value 207038056; 0.01% of shares outstanding; change -0.01)
Holder of WYFI: John Hancock Variable Insurance Trust-Science & Technology Trust
Shares held as of 2025-12-31: 54550 (value 1622316; 0.00% of shares outstanding; change 0.00)
Holder of WYFI: T. Rowe Price Science & Technology Fund, Inc.
Shares held as of 2025-12-31: 516322 (value 12081934; 0.01% of shares outstanding; change 0.00)
Holder of WYFI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 101252 (value 3011234; 0.00% of shares outstanding; change -0.01)
Holder of WYFI: -Defiance AI & Power Infrastructure ETF
Shares held as of 2026-02-28: 102412 (value 2419995; 0.00% of shares outstanding; change 1.00)
Holder of WYFI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 107340 (value 4131516; 0.00% of shares outstanding; change 0.01)
Holder of WYFI: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 53831 (value 1272026; 0.00% of shares outstanding; change 3.96)
Holder of WYFI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 57422 (value 1343674; 0.00% of shares outstanding; change 0.09)
Holder of WYFI: T. Rowe Price Science & Technology Fund, Inc.
Shares held as of 2026-03-31: 93322 (value 2205198; 0.00% of shares outstanding; change -0.82)
Holder of WYFI: TIFF INVESTMENT PROGRAM-TIFF Multi-Asset Fund
Shares held as of 2026-03-31: 74529 (value 1761120; 0.00% of shares outstanding; change 2.31)
Holder of WYFI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 113409 (value 2679854; 0.00% of shares outstanding; change 0.12)
Holder of WYFI: Valkyrie ETF Trust II-Valkyrie Bitcoin Miners ETF
Shares held as of 2026-03-31: 140318 (value 3315714; 0.00% of shares outstanding; change 1.00)
Holder of WYFI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 280388 (value 8338739; 0.01% of shares outstanding; change 0.01)
Holder of WYFI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 57213 (value 2202128; 0.00% of shares outstanding; change 0.00)
Holder of WYFI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 110107 (value 2601828; 0.00% of shares outstanding; change 0.03)
Holder of WYFI: GLOBAL X FUNDS-Global X Data Center & Digital Infrastructure ETF
Shares held as of 2026-04-30: 221756 (value 5189090; 0.01% of shares outstanding; change 0.15)
Holder of WYFI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 269492 (value 10372747; 0.01% of shares outstanding; change -0.04)
Holder of WYFI: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 56268 (value 2165755; 0.00% of shares outstanding; change 0.00)
Holder of WYFI: GLOBAL X FUNDS-Global X Data Center & Digital Infrastructure ETF
Shares held as of 2026-05-31: 259622 (value 6529493; 0.01% of shares outstanding; change 0.17)
Holder of WYFI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 272036 (value 6428210; 0.01% of shares outstanding; change 0.01)
Holder of WYFI: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 61018 (value 1441855; 0.00% of shares outstanding; change 0.08)
Holder of WYFI: GLOBAL X FUNDS-Global X Data Center & Digital Infrastructure ETF
Shares held as of 2026-06-30: 321589 (value 7599147; 0.01% of shares outstanding; change 0.24)
Holder of WYHG: Advisors Preferred Trust-Quantified Global Fund
Shares held as of 2025-03-31: 12642 (value 45637; 0.00% of shares outstanding; change 1.00)
Holder of WYNN: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 2128552 (value 215452036; 0.02% of shares outstanding; change 0.02)