speb/financial-data huggingface dataset:
Holder of WAL: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1532698 (value 127382531; 0.01% of shares outstanding; change 0.00)
Holder of WAL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3292321 (value 273624800; 0.03% of shares outstanding; change 0.00)
Holder of WAL: AIM Sector Fd.s -INVESCO VALUE OPPORTUNITIES Fd.
Shares held as of 2026-04-30: 1535824 (value 127642333; 0.01% of shares outstanding; change 0.00)
Holder of WAL: AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND
Shares held as of 2026-04-30: 2599283 (value 213920998; 0.02% of shares outstanding; change -0.03)
Holder of WAL: AIM Sector Funds (Invesco Sector Funds)-Invesco Small Cap Value Fund
Shares held as of 2026-04-30: 2599283 (value 216026411; 0.02% of shares outstanding; change -0.03)
Holder of WAL: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 3466853 (value 277036235; 0.03% of shares outstanding; change 0.02)
Holder of WAL: JANUS INVESTMENT FUND-Janus Henderson Contrarian Fund
Shares held as of 2026-05-31: 1193676 (value 95386653; 0.01% of shares outstanding; change -0.10)
Holder of WAL: Smead Funds Trust-Smead Value Fund
Shares held as of 2026-05-31: 1323446 (value 109991597; 0.01% of shares outstanding; change 0.06)
Holder of WAL: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 3483890 (value 289546100; 0.03% of shares outstanding; change 0.00)
Holder of WALD: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-01-31: 106148 (value 170898; 0.00% of shares outstanding; change 0.00)
Holder of WALD: TIAA-CREF Funds-Nuveen Small Cap Blend Index Fund
Shares held as of 2026-01-31: 55467 (value 89301; 0.00% of shares outstanding; change 0.00)
Holder of WALD: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 436391 (value 702589; 0.00% of shares outstanding; change 0.00)
Holder of WALD: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 210297 (value 355401; 0.00% of shares outstanding; change 0.02)
Holder of WALD: EQ Advisors Trust-EQ/2000 Managed Volatility Portfolio
Shares held as of 2026-03-31: 43957 (value 74287; 0.00% of shares outstanding; change 0.00)
Holder of WALD: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 66548 (value 109138; 0.00% of shares outstanding; change 0.00)
Holder of WALD: Fidelity Salem Street Trust-Fidelity Small Cap Value Index Fund
Shares held as of 2026-03-31: 58800 (value 94668; 0.00% of shares outstanding; change 0.12)
Holder of WALD: Quantitative Master Series LLC-Master Small Cap Index Series
Shares held as of 2026-03-31: 73371 (value 123996; 0.00% of shares outstanding; change 0.00)
Holder of WALD: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 924453 (value 1137077; 0.01% of shares outstanding; change 0.02)
Holder of WALD: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 355909 (value 437768; 0.00% of shares outstanding; change 0.00)
Holder of WALD: -SSgA SPDR ETFS Europe I-State Street SPDR Russell 2000 US Small Cap U
Shares held as of 2026-04-30: 48482 (value 79510; 0.00% of shares outstanding; change -0.03)
Holder of WALD: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 66548 (value 107142; 0.00% of shares outstanding; change 0.00)
Holder of WALD: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 460357 (value 778003; 0.00% of shares outstanding; change 0.05)
Holder of WALD: Fidelity Salem Street Trust-Fidelity Small Cap Value Index Fund
Shares held as of 2026-04-30: 58800 (value 99372; 0.00% of shares outstanding; change 0.00)
Holder of WALD: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-04-30: 106148 (value 179390; 0.00% of shares outstanding; change 0.00)
Holder of WALD: TIAA-CREF Funds-Nuveen Small Cap Blend Index Fund
Shares held as of 2026-04-30: 55467 (value 93739; 0.00% of shares outstanding; change 0.00)
Holder of WALD: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 888360 (value 1430259; 0.01% of shares outstanding; change -0.04)
Holder of WALD: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 351844 (value 566468; 0.00% of shares outstanding; change -0.01)
Holder of WALD: -SSgA SPDR ETFS Europe I-State Street SPDR Russell 2000 US Small Cap U
Shares held as of 2026-05-31: 50638 (value 87603; 0.00% of shares outstanding; change 0.04)
Holder of WALD: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 66548 (value 112466; 0.00% of shares outstanding; change 0.00)
Holder of WALD: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1077911 (value 1821669; 0.01% of shares outstanding; change 0.21)
Holder of WALD: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 469549 (value 793537; 0.00% of shares outstanding; change 0.33)
Holder of WASH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 203912 (value 6641413; 0.01% of shares outstanding; change 0.05)
Holder of WASH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 621701 (value 20248801; 0.03% of shares outstanding; change 0.00)
Holder of WASH: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 154825 (value 5253212; 0.01% of shares outstanding; change -0.11)
Holder of WASH: Franklin Value Investors Trust-FRANKLIN SMALL CAP VALUE FUND
Shares held as of 2026-01-31: 402827 (value 14348697; 0.02% of shares outstanding; change 0.00)
Holder of WASH: BlackRock Funds-BlackRock Advantage Small Cap Core Fund
Shares held as of 2026-02-28: 248568 (value 9542525; 0.01% of shares outstanding; change -0.02)
Holder of WASH: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-02-28: 558695 (value 19900715; 0.03% of shares outstanding; change 0.00)
Holder of WASH: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 190620 (value 6789884; 0.01% of shares outstanding; change 0.01)
Holder of WASH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 209235 (value 8032531; 0.01% of shares outstanding; change 0.03)
Holder of WASH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 621701 (value 23867101; 0.03% of shares outstanding; change 0.00)
Holder of WASH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 451625 (value 14709426; 0.02% of shares outstanding; change 0.02)
Holder of WASH: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 162246 (value 5284352; 0.01% of shares outstanding; change 0.00)
Holder of WASH: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 171147 (value 6135619; 0.01% of shares outstanding; change 0.11)
Holder of WASH: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-04-30: 419556 (value 16106754; 0.02% of shares outstanding; change -0.25)
Holder of WASH: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 194219 (value 7456067; 0.01% of shares outstanding; change 0.02)
Holder of WASH: Franklin Value Investors Trust-FRANKLIN SMALL CAP VALUE FUND
Shares held as of 2026-04-30: 516333 (value 19822023; 0.03% of shares outstanding; change 0.28)
Holder of WASH: Invesco Exch-Trd Fd. TRT II-Invesco KBW High Dividend Yield Financial 
Shares held as of 2026-04-30: 193178 (value 6554529; 0.01% of shares outstanding; change 0.00)
Holder of WASH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 433919 (value 15456194; 0.02% of shares outstanding; change -0.04)
Holder of WASH: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 160401 (value 5713483; 0.01% of shares outstanding; change -0.01)
Holder of WASH: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 171437 (value 6106585; 0.01% of shares outstanding; change 0.26)
Holder of WASH: Invesco Exch-Trd Fd. TRT II-Invesco KBW High Dividend Yield Financial 
Shares held as of 2026-05-31: 194825 (value 7134491; 0.01% of shares outstanding; change 0.01)
Holder of WASH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 445899 (value 17118062; 0.02% of shares outstanding; change 0.03)
Holder of WASH: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 207969 (value 7983929; 0.01% of shares outstanding; change 0.21)
Holder of WASH: Invesco Exch-Trd Fd. TRT II-Invesco KBW High Dividend Yield Financial 
Shares held as of 2026-06-30: 219215 (value 8415663; 0.01% of shares outstanding; change 0.13)
Holder of WASH: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-06-30: 295360 (value 11338870; 0.02% of shares outstanding; change 1.13)
Holder of WAT: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 1501339 (value 575868611; 0.02% of shares outstanding; change 0.02)
Holder of WAT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1875699 (value 719461879; 0.02% of shares outstanding; change 0.00)
Holder of WAT: MFS SERIES TRUST X-MFS International Intrinsic Value Fund
Shares held as of 2026-02-28: 639930 (value 245457954; 0.01% of shares outstanding; change -0.02)
Holder of WAT: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 1252517 (value 480427954; 0.01% of shares outstanding; change 0.00)
Holder of WAT: JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund
Shares held as of 2026-03-31: 1170078 (value 438404816; 0.01% of shares outstanding; change 0.26)
Holder of WAT: T. ROWE PRICE CAPITAL APPRECIATION Fd., INC.-T. Rowe Price Capital App
Shares held as of 2026-03-31: 2745603 (value 1028722511; 0.03% of shares outstanding; change 1.00)
Holder of WAT: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 2493315 (value 934195245; 0.03% of shares outstanding; change 0.66)
Holder of WAT: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2026-03-31: 697989 (value 249321679; 0.01% of shares outstanding; change 0.44)
Holder of WAT: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Growth Index Fund
Shares held as of 2026-03-31: 746171 (value 279575344; 0.01% of shares outstanding; change 0.50)
Holder of WAT: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 2118636 (value 793810520; 0.02% of shares outstanding; change 0.64)
Holder of WAT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3117649 (value 1168120704; 0.03% of shares outstanding; change 0.66)
Holder of WAT: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 1256851 (value 448947192; 0.01% of shares outstanding; change 0.00)
Holder of WAT: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-04-30: 1090697 (value 408662343; 0.01% of shares outstanding; change 1.00)
Holder of WAT: SELECT SECTOR SPDR TRT-State Street Health Care Select Sector SPDR ETF
Shares held as of 2026-04-30: 709652 (value 252238708; 0.01% of shares outstanding; change -0.01)
Holder of WAT: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 1167682 (value 424265573; 0.01% of shares outstanding; change 0.01)
Holder of WAT: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 1268567 (value 453132147; 0.01% of shares outstanding; change 0.01)
Holder of WAT: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 1255093 (value 470258236; 0.01% of shares outstanding; change 0.00)
Holder of WAT: JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund
Shares held as of 2026-05-31: 1170078 (value 417951875; 0.01% of shares outstanding; change 0.00)
Holder of WAT: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 1179139 (value 443863285; 0.01% of shares outstanding; change 0.01)
Holder of WAT: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 1292051 (value 484105659; 0.01% of shares outstanding; change 0.02)
Holder of WAT: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 1185124 (value 444042251; 0.01% of shares outstanding; change 0.01)
Holder of WATR.L: ALPS SERIES TRUST-Seven Canyons Strategic Global Fund
Shares held as of 2025-03-31: 22393 (value 6717900; 0.00% of shares outstanding; change -0.50)
Holder of WATT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 13815 (value 386820; 0.00% of shares outstanding; change 0.00)
Holder of WATT: Dimensional ETF Trust-Dimensional US Sustainability Core 1 ETF
Shares held as of 2026-01-31: 1600 (value 39360; 0.00% of shares outstanding; change 1.00)
Holder of WATT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 16157 (value 417012; 0.00% of shares outstanding; change 0.27)
Holder of WATT: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 3277 (value 84579; 0.00% of shares outstanding; change 0.30)
Holder of WATT: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 6622 (value 170913; 0.00% of shares outstanding; change 0.00)
Holder of WATT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 20783 (value 303223; 0.00% of shares outstanding; change 0.50)
Holder of WATT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 11594 (value 285212; 0.00% of shares outstanding; change -0.28)
Holder of WATT: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 984 (value 24206; 0.00% of shares outstanding; change 1.00)
Holder of WATT: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 3277 (value 80614; 0.00% of shares outstanding; change 0.00)
Holder of WATT: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 6622 (value 162901; 0.00% of shares outstanding; change 0.00)
Holder of WATT: Jacob Funds Inc.-Jacob Discovery Fund
Shares held as of 2026-04-30: 10500 (value 153195; 0.00% of shares outstanding; change 0.05)
Holder of WATT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 11306 (value 164954; 0.00% of shares outstanding; change -0.02)
Holder of WATT: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 984 (value 14356; 0.00% of shares outstanding; change 0.00)
Holder of WATT: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 3277 (value 47811; 0.00% of shares outstanding; change 0.00)
Holder of WATT: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 4854 (value 70819; 0.00% of shares outstanding; change -0.27)
Holder of WATT: Jacob Funds Inc.-Jacob Internet Fund
Shares held as of 2026-05-31: 30000 (value 437700; 0.01% of shares outstanding; change 1.00)
Holder of WATT: GLOBAL X FUNDS-Global X Russell 2000 ETF
Shares held as of 2026-06-30: 2459 (value 35876; 0.00% of shares outstanding; change 1.00)
Holder of WATT: Goldman Sachs ETF TRT-Goldman Sachs ActiveBeta(R) U.S. Small Cap Eqy. 
Shares held as of 2026-06-30: 8754 (value 127720; 0.00% of shares outstanding; change 1.00)
Holder of WATT: Invesco Exch-Trd Fd. TRT II-Invesco NASDAQ Future Gen 200 ETF
Shares held as of 2026-06-30: 3759 (value 54843; 0.00% of shares outstanding; change 1.00)
Holder of WATT: ProShares Trust-ProShares Hedge Replication ETF
Shares held as of 2026-06-30: 5 (value 89; 0.00% of shares outstanding; change 1.00)
Holder of WATT: ProShares Trust-ProShares Russell 2000 High Income ETF
Shares held as of 2026-06-30: 280 (value 4228; 0.00% of shares outstanding; change 1.00)
Holder of WATT: ProShares Trust-ProShares Ultra Russell2000
Shares held as of 2026-06-30: 219 (value 3306; 0.00% of shares outstanding; change 1.00)
Holder of WATT: ProShares Trust-ProShares UltraPro Russell2000
Shares held as of 2026-06-30: 186 (value 2808; 0.00% of shares outstanding; change 1.00)
Holder of WAVE: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 2732 (value 22593; 0.00% of shares outstanding; change 0.00)
Holder of WAVE: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 2732 (value 24123; 0.00% of shares outstanding; change 0.00)
Holder of WAVE: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 2732 (value 21364; 0.00% of shares outstanding; change 0.00)
Holder of WAY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 1473354 (value 29334477; 0.01% of shares outstanding; change -0.02)
Holder of WAY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2602948 (value 51824694; 0.01% of shares outstanding; change -0.03)
Holder of WAY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3584536 (value 71368111; 0.02% of shares outstanding; change 0.00)
Holder of WAY: NEUBERGER BERMAN ALTERNATIVE FUNDS-Neuberger Berman Long Short Fund
Shares held as of 2026-01-31: 2527536 (value 46683588; 0.01% of shares outstanding; change -0.05)
Holder of WAY: BARON INVESTMENT Fd.S TRT -BARON DISCOVERY Fd.
Shares held as of 2026-03-31: 1650000 (value 37141500; 0.01% of shares outstanding; change 0.64)
Holder of WAY: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-03-31: 1525000 (value 28944499; 0.01% of shares outstanding; change 3.33)
Holder of WAY: Fidelity Select PORT.s-Select Medical Technology and Devices PORT.
Shares held as of 2026-03-31: 2450000 (value 48779499; 0.01% of shares outstanding; change -0.13)
Holder of WAY: Fidelity Select Portfolios-Select Health Care Portfolio
Shares held as of 2026-03-31: 2000000 (value 39819999; 0.01% of shares outstanding; change -0.20)
Holder of WAY: SmallCap World Fund Inc
Shares held as of 2026-03-31: 1426053 (value 32100453; 0.01% of shares outstanding; change 2.28)
Holder of WAY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 1482957 (value 33381362; 0.01% of shares outstanding; change 0.01)
Holder of WAY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2650520 (value 59663205; 0.01% of shares outstanding; change 0.02)
Holder of WAY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3660589 (value 82399859; 0.02% of shares outstanding; change 0.02)
Holder of WAY: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2698905 (value 53735198; 0.01% of shares outstanding; change 0.00)
Holder of WAY: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-04-30: 2267400 (value 41878876; 0.01% of shares outstanding; change 1.11)
Holder of WAY: Fidelity Select PORT.s-Select Medical Technology and Devices PORT.
Shares held as of 2026-04-30: 1600000 (value 29551998; 0.01% of shares outstanding; change -0.35)
Holder of WAY: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 6996871 (value 129232202; 0.04% of shares outstanding; change 0.02)
Holder of WAY: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2593350 (value 47899172; 0.01% of shares outstanding; change -0.04)
Holder of WAY: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-05-31: 3419000 (value 76961690; 0.02% of shares outstanding; change 0.51)
Holder of WAY: Fidelity Select PORT.s-Select Medical Technology and Devices PORT.
Shares held as of 2026-05-31: 1600000 (value 36016000; 0.01% of shares outstanding; change 0.00)
Holder of WAY: NEUBERGER BERMAN ALTERNATIVE FUNDS-Neuberger Berman Long Short Fund
Shares held as of 2026-05-31: 2522908 (value 56790659; 0.01% of shares outstanding; change 0.00)
Holder of WAY: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 6963838 (value 156755994; 0.04% of shares outstanding; change 0.00)
Holder of WAY: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2629627 (value 59192904; 0.01% of shares outstanding; change 0.01)
Holder of WAZ.DE: JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund
Shares held as of 2026-03-31: 1170078 (value 384721632; 0.01% of shares outstanding; change 0.26)
Holder of WAZ.DE: T. ROWE PRICE CAPITAL APPRECIATION Fd., INC.-T. Rowe Price Capital App
Shares held as of 2026-03-31: 2745603 (value 902754232; 0.03% of shares outstanding; change 1.00)
Holder of WAZ.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 2493315 (value 819801941; 0.03% of shares outstanding; change 0.66)
Holder of WAZ.DE: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Growth Index Fund
Shares held as of 2026-03-31: 746171 (value 245341015; 0.01% of shares outstanding; change 0.50)
Holder of WAZ.DE: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 2118636 (value 696607490; 0.02% of shares outstanding; change 0.64)
Holder of WAZ.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3117649 (value 1025082953; 0.03% of shares outstanding; change 0.66)
Holder of WAZ.DE: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-04-30: 1090697 (value 358621160; 0.01% of shares outstanding; change 1.00)
Holder of WAZ.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 1255093 (value 412674563; 0.01% of shares outstanding; change 0.00)
Holder of WAZ.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 1292051 (value 424826353; 0.01% of shares outstanding; change 0.02)
Holder of WAZ.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 1185124 (value 389668756; 0.01% of shares outstanding; change 0.01)
Holder of WB: JNL Series Trust-JNL Multi-Manager International Small Cap Fund
Shares held as of 2025-12-31: 314030 (value 2468275; 0.00% of shares outstanding; change 0.00)
Holder of WB: Krane Shares Trust-KraneShares CSI China Internet ETF
Shares held as of 2025-12-31: 3721002 (value 29247076; 0.02% of shares outstanding; change -0.12)
Holder of WB: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 552309 (value 4042901; 0.00% of shares outstanding; change 0.00)
Holder of WB: Old Westbury Funds Inc-Old Westbury Small & Mid Cap Strategies Fund
Shares held as of 2026-01-31: 494441 (value 3619308; 0.00% of shares outstanding; change -0.10)
Holder of WB: Saba Capital Income & Opportunities Fund
Shares held as of 2026-01-31: 446546 (value 3268716; 0.00% of shares outstanding; change 0.00)
Holder of WB: Delaware Group Global & Intl Fd.s-Nomura Emerging Markets Fd.
Shares held as of 2026-02-28: 1450000 (value 11208500; 0.01% of shares outstanding; change 0.00)
Holder of WB: CAUSEWAY CAPITAL MANAGEMENT TRUST-Causeway Emerging Markets Fund
Shares held as of 2026-03-31: 723866 (value 5595484; 0.00% of shares outstanding; change 0.03)
Holder of WB: JNL Series Trust-JNL Multi-Manager International Small Cap Fund
Shares held as of 2026-03-31: 314030 (value 2427451; 0.00% of shares outstanding; change 0.00)
Holder of WB: Krane Shares Trust-KraneShares CSI China Internet ETF
Shares held as of 2026-03-31: 3477390 (value 26880224; 0.02% of shares outstanding; change -0.07)
Holder of WB: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-04-30: 583795 (value 4460193; 0.00% of shares outstanding; change 0.00)
Holder of WB: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 524651 (value 4055552; 0.00% of shares outstanding; change -0.05)
Holder of WB: First TRT Exch-Trd Fd. VI-First TRT NASDAQ Technology Dividend Index F
Shares held as of 2026-04-30: 348110 (value 2659560; 0.00% of shares outstanding; change 0.01)
Holder of WB: HARTFORD MUTUAL FUNDS INC/CT-Hartford Emerging Markets Equity Fund
Shares held as of 2026-04-30: 248555 (value 1921330; 0.00% of shares outstanding; change 1.35)
Holder of WB: Old Westbury Funds Inc-Old Westbury Small & Mid Cap Strategies Fund
Shares held as of 2026-04-30: 494441 (value 3822028; 0.00% of shares outstanding; change 0.00)
Holder of WB: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-04-30: 451836 (value 3452026; 0.00% of shares outstanding; change 0.00)
Holder of WB: Saba Capital Income & Opportunities Fund
Shares held as of 2026-04-30: 536054 (value 4143697; 0.00% of shares outstanding; change 0.20)
Holder of WB: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-05-31: 583795 (value 4273379; 0.00% of shares outstanding; change 0.00)
Holder of WB: First TRT Exch-Trd Fd. VI-First TRT NASDAQ Technology Dividend Index F
Shares held as of 2026-05-31: 347651 (value 2694295; 0.00% of shares outstanding; change 0.00)
Holder of WB: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-05-31: 445508 (value 3439321; 0.00% of shares outstanding; change -0.01)
Holder of WB: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-06-30: 583795 (value 4512735; 0.00% of shares outstanding; change 0.00)
Holder of WB: First TRT Exch-Trd Fd. VI-First TRT NASDAQ Technology Dividend Index F
Shares held as of 2026-06-30: 414005 (value 3200258; 0.00% of shares outstanding; change 0.19)
Holder of WB2.DE: -Price (T.Rowe) U.S. Value Equity Trust
Shares held as of 2025-12-31: 3293069 (value 716242507; 0.02% of shares outstanding; change 0.05)
Holder of WB2.DE: -Price (T.Rowe) U.S. Value Equity Trust
Shares held as of 2026-03-31: 3389888 (value 896625376; 0.02% of shares outstanding; change 0.03)
Holder of WB2.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 2177631 (value 473634742; 0.01% of shares outstanding; change 0.00)
Holder of WB2.DE: Fidelity Contrafund
Shares held as of 2026-03-31: 2417748 (value 525860190; 0.01% of shares outstanding; change 0.12)
Holder of WB2.DE: Fidelity Magellan Fund
Shares held as of 2026-03-31: 1827110 (value 397396425; 0.01% of shares outstanding; change -0.12)
Holder of WB2.DE: T. Rowe Price Value Fund, Inc.
Shares held as of 2026-03-31: 2522468 (value 667192786; 0.01% of shares outstanding; change 0.00)
Holder of WB2.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 4332530 (value 1145954185; 0.03% of shares outstanding; change 0.01)
Holder of WB2.DE: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 3682450 (value 974008025; 0.02% of shares outstanding; change -0.01)
Holder of WB2.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 5414758 (value 1432203491; 0.03% of shares outstanding; change 0.01)
Holder of WB2.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 2042986 (value 444349455; 0.01% of shares outstanding; change 0.03)
Holder of WB2.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 2205593 (value 479716477; 0.01% of shares outstanding; change 0.01)
Holder of WB2.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 2182110 (value 577168095; 0.01% of shares outstanding; change 0.00)
Holder of WB2.DE: Fidelity Contrafund
Shares held as of 2026-05-31: 2775095 (value 734012627; 0.02% of shares outstanding; change -0.01)
Holder of WB2.DE: Fidelity Magellan Fund
Shares held as of 2026-05-31: 1819210 (value 481181045; 0.01% of shares outstanding; change 0.00)
Holder of WB2.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 2246793 (value 594276748; 0.01% of shares outstanding; change 0.02)
Holder of WB2.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 2050541 (value 542368094; 0.01% of shares outstanding; change -0.01)
Holder of WBC.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 32296860 (value 1143954722; 0.01% of shares outstanding; change 0.02)
Holder of WBC.AX: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Developed Asia Paci
Shares held as of 2026-01-31: 9790702 (value 347374102; 0.00% of shares outstanding; change 0.04)
Holder of WBC.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-01-31: 7586085 (value 269154292; 0.00% of shares outstanding; change 0.02)
Holder of WBC.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 50011971 (value 1774424708; 0.01% of shares outstanding; change 0.01)
Holder of WBC.AX: SCHWAB STRATEGIC TRUST-Schwab International Equity ETF
Shares held as of 2026-02-28: 7304212 (value 271278429; 0.00% of shares outstanding; change 0.02)
Holder of WBC.AX: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 12584489 (value 445742577; 0.00% of shares outstanding; change 0.01)
Holder of WBC.AX: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-03-31: 6133484 (value 217247992; 0.00% of shares outstanding; change -0.03)
Holder of WBC.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 33072562 (value 1228314932; 0.01% of shares outstanding; change 0.02)
Holder of WBC.AX: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 12733920 (value 451799475; 0.00% of shares outstanding; change 0.01)
Holder of WBC.AX: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-04-30: 6493200 (value 230378733; 0.00% of shares outstanding; change 0.06)
Holder of WBC.AX: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Developed Asia Paci
Shares held as of 2026-04-30: 9880758 (value 366971346; 0.00% of shares outstanding; change 0.01)
Holder of WBC.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-04-30: 7886593 (value 292908059; 0.00% of shares outstanding; change 0.04)
Holder of WBC.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 50017454 (value 1857648211; 0.01% of shares outstanding; change 0.00)
Holder of WBC.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 24324411 (value 863030091; 0.01% of shares outstanding; change 0.01)
Holder of WBC.AX: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 11928324 (value 423216930; 0.00% of shares outstanding; change 0.01)
Holder of WBC.AX: iShares Trust-iShares MSCI EAFE Value ETF
Shares held as of 2026-04-30: 8985344 (value 318800001; 0.00% of shares outstanding; change 0.01)
Holder of WBC.AX: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 12868016 (value 477918106; 0.00% of shares outstanding; change 0.01)
Holder of WBC.AX: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-05-31: 6549506 (value 243248648; 0.00% of shares outstanding; change 0.01)
Holder of WBC.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 25118538 (value 932902485; 0.01% of shares outstanding; change 0.03)
Holder of WBC.AX: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 12212568 (value 453574768; 0.00% of shares outstanding; change 0.03)
Holder of WBC.AX: iShares Trust-iShares MSCI EAFE Value ETF
Shares held as of 2026-05-31: 9071000 (value 336896934; 0.00% of shares outstanding; change 0.01)
Holder of WBD: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 62487420 (value 1687785228; 0.02% of shares outstanding; change 0.02)
Holder of WBD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 73974548 (value 1998052558; 0.03% of shares outstanding; change 0.00)
Holder of WBD: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 31651054 (value 854894975; 0.01% of shares outstanding; change 0.00)
Holder of WBD: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 62981212 (value 1623025862; 0.03% of shares outstanding; change 0.01)
Holder of WBD: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 50878258 (value 1311132731; 0.02% of shares outstanding; change -0.01)
Holder of WBD: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Value Index Fund
Shares held as of 2026-03-31: 15314662 (value 394658846; 0.01% of shares outstanding; change 0.05)
Holder of WBD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 74804646 (value 1927715761; 0.03% of shares outstanding; change 0.01)
Holder of WBD: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 21794295 (value 561638992; 0.01% of shares outstanding; change 0.01)
Holder of WBD: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 31760375 (value 853718853; 0.01% of shares outstanding; change 0.00)
Holder of WBD: Invesco QQQ Trust, Series 1
Shares held as of 2026-04-30: 53078994 (value 1405000934; 0.02% of shares outstanding; change 0.02)
Holder of WBD: SELECT SECTOR SPDR TRT-State Street Communication Services Select Sect
Shares held as of 2026-04-30: 39371342 (value 1042159395; 0.02% of shares outstanding; change -0.04)
Holder of WBD: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 29670662 (value 785382402; 0.01% of shares outstanding; change 0.03)
Holder of WBD: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 32057079 (value 861694256; 0.01% of shares outstanding; change 0.01)
Holder of WBD: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 31716114 (value 817324272; 0.01% of shares outstanding; change 0.00)
Holder of WBD: Invesco QQQ Trust, Series 1
Shares held as of 2026-05-31: 53738155 (value 1443944269; 0.02% of shares outstanding; change 0.01)
Holder of WBD: SELECT SECTOR SPDR TRT-State Street Communication Services Select Sect
Shares held as of 2026-05-31: 38857316 (value 1033216038; 0.02% of shares outstanding; change -0.01)
Holder of WBD: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 29960303 (value 796644461; 0.01% of shares outstanding; change 0.01)
Holder of WBD: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 32653243 (value 841474087; 0.01% of shares outstanding; change 0.02)
Holder of WBD: Invesco QQQ Trust, Series 1
Shares held as of 2026-06-30: 53219468 (value 1371465714; 0.02% of shares outstanding; change -0.01)
Holder of WBD: SELECT SECTOR SPDR TRT-State Street Communication Services Select Sect
Shares held as of 2026-06-30: 37971662 (value 978529747; 0.02% of shares outstanding; change -0.02)
Holder of WBD: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 29954266 (value 771921448; 0.01% of shares outstanding; change 0.00)
Holder of WBI: Schwartz Investment Trust-Ave Maria Value Fund
Shares held as of 2025-12-31: 655556 (value 19175013; 0.01% of shares outstanding; change 0.18)
Holder of WBI: Federated Hermes Equity Funds-Federated Hermes Kaufmann Small Cap Fund
Shares held as of 2026-01-31: 633000 (value 21009269; 0.01% of shares outstanding; change 0.00)
Holder of WBI: Reaves Utility Income Fund
Shares held as of 2026-01-31: 450000 (value 14935499; 0.01% of shares outstanding; change 0.00)
Holder of WBI: Columbia Funds Series Trust I-Columbia Small Cap Growth Fund
Shares held as of 2026-02-28: 628104 (value 21908268; 0.01% of shares outstanding; change -0.41)
Holder of WBI: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-02-28: 644070 (value 21376682; 0.01% of shares outstanding; change 0.00)
Holder of WBI: -Price (T.Rowe) U.S. Small-Cap Core Equity Trust
Shares held as of 2026-03-31: 456733 (value 15930847; 0.01% of shares outstanding; change 1.00)
Holder of WBI: Fidelity Capital Trust-Fidelity Capital Appreciation Fund
Shares held as of 2026-03-31: 912000 (value 26676000; 0.02% of shares outstanding; change 0.33)
Holder of WBI: Fidelity Securities Fund-Fidelity Blue Chip Growth Fund
Shares held as of 2026-03-31: 429000 (value 12548250; 0.01% of shares outstanding; change 0.00)
Holder of WBI: Kinetics Portfolios Trust-Kinetics Market Opportunities Portfolio
Shares held as of 2026-03-31: 416632 (value 12186486; 0.01% of shares outstanding; change 0.00)
Holder of WBI: Kinetics Portfolios Trust-Kinetics Small Cap Opportunities Portfolio
Shares held as of 2026-03-31: 732765 (value 25558843; 0.02% of shares outstanding; change 0.00)
Holder of WBI: Listed Funds Trust-Horizon Kinetics Inflation Beneficiaries ETF
Shares held as of 2026-03-31: 2398768 (value 83669030; 0.05% of shares outstanding; change -0.04)
Holder of WBI: Schwartz Investment Trust-Ave Maria Value Fund
Shares held as of 2026-03-31: 833556 (value 29074434; 0.02% of shares outstanding; change 0.27)
Holder of WBI: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2026-03-31: 755741 (value 26360246; 0.02% of shares outstanding; change 1.00)
Holder of WBI: Federated Hermes Equity Funds-Federated Hermes Kaufmann Small Cap Fund
Shares held as of 2026-04-30: 633000 (value 22079040; 0.01% of shares outstanding; change 0.00)
Holder of WBI: Fidelity Capital Trust-Fidelity Capital Appreciation Fund
Shares held as of 2026-04-30: 1017500 (value 33770823; 0.02% of shares outstanding; change 0.12)
Holder of WBI: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-04-30: 644070 (value 22465162; 0.01% of shares outstanding; change 0.00)
Holder of WBI: Ultimus Managers Trust-Westwood Salient MLP & Energy
Shares held as of 2026-04-30: 544168 (value 18980580; 0.01% of shares outstanding; change 0.53)
Holder of WBI: Fidelity Capital Trust-Fidelity Capital Appreciation Fund
Shares held as of 2026-05-31: 991000 (value 34566081; 0.02% of shares outstanding; change -0.03)
Holder of WBS: -Price (T.Rowe) Mid-Cap Value Equity Trust
Shares held as of 2025-12-31: 1192624 (value 86727618; 0.01% of shares outstanding; change 0.03)
Holder of WBS: T. Rowe Price Mid-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 1959205 (value 142473389; 0.01% of shares outstanding; change 0.00)
Holder of WBS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1736065 (value 126246648; 0.01% of shares outstanding; change -0.03)
Holder of WBS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 3660837 (value 266216071; 0.02% of shares outstanding; change -0.07)
Holder of WBS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 2359887 (value 171610985; 0.01% of shares outstanding; change -0.06)
Holder of WBS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 5021579 (value 365169231; 0.03% of shares outstanding; change -0.04)
Holder of WBS: AIM Sector Fd.s -INVESCO VALUE OPPORTUNITIES Fd.
Shares held as of 2026-01-31: 1185578 (value 89653411; 0.01% of shares outstanding; change 0.00)
Holder of WBS: AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND
Shares held as of 2026-01-31: 2548019 (value 192681203; 0.02% of shares outstanding; change 0.00)
Holder of WBS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 1833045 (value 138614867; 0.01% of shares outstanding; change -0.01)
Holder of WBS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 1152226 (value 83363549; 0.01% of shares outstanding; change 0.00)
Holder of WBS: Merger Fund-The Merger Fund
Shares held as of 2026-03-31: 1544626 (value 117499699; 0.01% of shares outstanding; change 1.00)
Holder of WBS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1799663 (value 136900363; 0.01% of shares outstanding; change 0.04)
Holder of WBS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3719015 (value 282905469; 0.02% of shares outstanding; change 0.02)
Holder of WBS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 2368254 (value 180153081; 0.01% of shares outstanding; change 0.00)
Holder of WBS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 5113080 (value 388951994; 0.03% of shares outstanding; change 0.02)
Holder of WBS: AIM Sector Fd.s -INVESCO VALUE OPPORTUNITIES Fd.
Shares held as of 2026-04-30: 1160657 (value 88291177; 0.01% of shares outstanding; change -0.02)
Holder of WBS: AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND
Shares held as of 2026-04-30: 2463735 (value 187268502; 0.02% of shares outstanding; change -0.03)
Holder of WBS: AIM Sector Funds (Invesco Sector Funds)-Invesco Small Cap Value Fund
Shares held as of 2026-04-30: 2463735 (value 187416320; 0.02% of shares outstanding; change -0.03)
Holder of WBS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 1833045 (value 139439732; 0.01% of shares outstanding; change 0.00)
Holder of WBS: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-04-30: 1219836 (value 88255132; 0.01% of shares outstanding; change 0.00)
Holder of WBS: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 5446192 (value 411841053; 0.03% of shares outstanding; change 0.02)
Holder of WBS: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-05-31: 1207930 (value 92418726; 0.01% of shares outstanding; change -0.01)
Holder of WBS: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 5469795 (value 416087303; 0.03% of shares outstanding; change 0.00)
Holder of WBS: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-06-30: 1246632 (value 94831295; 0.01% of shares outstanding; change 0.03)
Holder of WBTN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 196915 (value 2420085; 0.00% of shares outstanding; change -0.06)
Holder of WBTN: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-01-31: 688173 (value 7576784; 0.01% of shares outstanding; change 0.03)
Holder of WBTN: Fidelity Investment Trust-Fidelity Emerging Markets Fund
Shares held as of 2026-03-31: 7078696 (value 86997173; 0.05% of shares outstanding; change 0.03)
Holder of WBTN: Fidelity Investment Trust-Fidelity International Discovery Fund
Shares held as of 2026-03-31: 2905300 (value 35706136; 0.02% of shares outstanding; change 0.00)
Holder of WBTN: Fidelity Investment Trust-Fidelity Japan Fund
Shares held as of 2026-03-31: 220600 (value 2711173; 0.00% of shares outstanding; change 0.00)
Holder of WBTN: Fidelity Investment Trust-Fidelity Pacific Basin Fund
Shares held as of 2026-03-31: 514503 (value 6323241; 0.00% of shares outstanding; change 0.00)
Holder of WBTN: Fidelity Rutland Square TRT II-Strategic Advisers Emerging Markets Fd.
Shares held as of 2026-03-31: 821363 (value 9585306; 0.01% of shares outstanding; change 0.03)
Holder of WBTN: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Emerging Ma
Shares held as of 2026-03-31: 2528230 (value 31071946; 0.02% of shares outstanding; change 0.03)
Holder of WBTN: Fidelity Select Portfolios-Select Communication Services Portfolio
Shares held as of 2026-03-31: 460400 (value 5658315; 0.00% of shares outstanding; change 0.00)
Holder of WBTN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 207989 (value 1871901; 0.00% of shares outstanding; change 0.06)
Holder of WBTN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 444051 (value 5457386; 0.00% of shares outstanding; change 0.02)
Holder of WBTN: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-04-30: 713173 (value 6418557; 0.01% of shares outstanding; change 0.04)
Holder of WBTN: Fidelity Investment Trust-Fidelity Emerging Markets Fund
Shares held as of 2026-04-30: 7078696 (value 77936444; 0.05% of shares outstanding; change 0.00)
Holder of WBTN: Fidelity Investment Trust-Fidelity International Discovery Fund
Shares held as of 2026-04-30: 2905300 (value 31987353; 0.02% of shares outstanding; change 0.00)
Holder of WBTN: Fidelity Investment Trust-Fidelity Japan Fund
Shares held as of 2026-04-30: 220600 (value 2428806; 0.00% of shares outstanding; change 0.00)
Holder of WBTN: Fidelity Investment Trust-Fidelity Pacific Basin Fund
Shares held as of 2026-04-30: 514503 (value 5664678; 0.00% of shares outstanding; change 0.00)
Holder of WBTN: Fidelity Rutland Square TRT II-Strategic Advisers Emerging Markets Fd.
Shares held as of 2026-04-30: 821363 (value 9043206; 0.01% of shares outstanding; change 0.00)
Holder of WBTN: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Emerging Ma
Shares held as of 2026-04-30: 2796330 (value 30787593; 0.02% of shares outstanding; change 0.11)
Holder of WBTN: Fidelity Select Portfolios-Select Communication Services Portfolio
Shares held as of 2026-04-30: 460400 (value 5069004; 0.00% of shares outstanding; change 0.00)
Holder of WBTN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 447281 (value 4924563; 0.00% of shares outstanding; change 0.01)
Holder of WBTN: Fidelity Investment Trust-Fidelity Emerging Markets Fund
Shares held as of 2026-05-31: 7078696 (value 63708264; 0.05% of shares outstanding; change 0.00)
Holder of WBTN: Fidelity Investment Trust-Fidelity International Discovery Fund
Shares held as of 2026-05-31: 2905300 (value 26147700; 0.02% of shares outstanding; change 0.00)
Holder of WBTN: Fidelity Investment Trust-Fidelity Japan Fund
Shares held as of 2026-05-31: 220600 (value 1985400; 0.00% of shares outstanding; change 0.00)
Holder of WBTN: Fidelity Investment Trust-Fidelity Pacific Basin Fund
Shares held as of 2026-05-31: 514503 (value 4630527; 0.00% of shares outstanding; change 0.00)
Holder of WBTN: Fidelity Rutland Square TRT II-Strategic Advisers Emerging Markets Fd.
Shares held as of 2026-05-31: 821363 (value 7392267; 0.01% of shares outstanding; change 0.00)
Holder of WBTN: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Emerging Ma
Shares held as of 2026-05-31: 2796330 (value 25166970; 0.02% of shares outstanding; change 0.00)
Holder of WBTN: Fidelity Select Portfolios-Select Communication Services Portfolio
Shares held as of 2026-05-31: 460400 (value 4143600; 0.00% of shares outstanding; change 0.00)
Holder of WBTN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 451521 (value 4063689; 0.00% of shares outstanding; change 0.01)
Holder of WBX: First TRT Exch-Trd Fd.-First TRT Nasdaq Clean Edge Green Energy Index 
Shares held as of 2025-02-28: 549748 (value 2171504; 0.00% of shares outstanding; change -0.05)
Holder of WCC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 524103 (value 189290287; 0.01% of shares outstanding; change 0.01)
Holder of WCC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1103941 (value 398710385; 0.02% of shares outstanding; change -0.04)
Holder of WCC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 711777 (value 257072508; 0.01% of shares outstanding; change -0.04)
Holder of WCC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1535465 (value 554563914; 0.03% of shares outstanding; change 0.00)
Holder of WCC: AIM Sector Fd.s -INVESCO VALUE OPPORTUNITIES Fd.
Shares held as of 2026-01-31: 473030 (value 167022160; 0.01% of shares outstanding; change 0.00)
Holder of WCC: AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND
Shares held as of 2026-01-31: 605173 (value 213680532; 0.01% of shares outstanding; change 0.00)
Holder of WCC: BLACKROCK EQUITY DIVIDEND FUND
Shares held as of 2026-01-31: 1401075 (value 494705566; 0.03% of shares outstanding; change 0.47)