13F institutional ownership facts

Institutions tracked

50

Reported value

$296,474,416.00

Reported shares

815,146

Latest filing period

Q1 2026

Top institutional holders

  1. Baillie Gifford · $413,723,088 · 0.42%
  2. Capital International Investors · $1,264,431,578 · 0.3%
  3. Renaissance Technologies · $78,724,156 · 0.12%
  4. Two Sigma Investments · $109,171,924 · 0.09%
  5. Charles Schwab · $487,195,543 · 0.07%
  6. Mike Hankin - Brown Advisory INC · $37,433,992 · 0.06%

Data source and limitations

This page uses public SEC Form 13F disclosures and related institutional filing data. 13F reports are periodic disclosures and may not represent current real-time holdings.

13F Hub provides research and education data only. It does not provide personalized investment advice.

$WSO

Institutional Holdings

50

Top Institutions

Top Institutions

1

Baillie Gifford

1,137,258 shares

0.42%

% of Portfolio

2

Capital International Investors

3,477,231 shares

0.30%

% of Portfolio

3

Renaissance Technologies

216,400 shares

0.12%

% of Portfolio

4

Two Sigma Investments

300,096 shares

0.09%

% of Portfolio

5

Charles Schwab

1,340,401 shares

0.07%

% of Portfolio

6

Mike Hankin - Brown Advisory INC

102,900 shares

0.06%

% of Portfolio

7

Neuberger Berman

130,482 shares

0.04%

% of Portfolio

8

Larry Fink - BlackRock

4,090,055 shares

0.03%

% of Portfolio

9

New York State Teachers Retirement System

33,877 shares

0.03%

% of Portfolio

10

David Solomon - Goldman Sachs

560,672 shares

0.02%

% of Portfolio

11

Morgan Stanley

890,992 shares

0.02%

% of Portfolio

12

Northern Trust Corp

325,306 shares

0.02%

% of Portfolio

13

State Street Corp

1,273,941 shares

0.02%

% of Portfolio

14

UBS Group

363,127 shares

0.02%

% of Portfolio

15

Geode Capital Management

654,030 shares

0.01%

% of Portfolio

16

Israel Englander - Millennium Management

46,769 shares

0.01%

% of Portfolio

17

Capital World Investors

339,018 shares

0.02%

% of Portfolio

18

AllianceBernstein (AB)

48,004 shares

0.01%

% of Portfolio

19

CalPERS

46,268 shares

0.01%

% of Portfolio

20

Ensign Peak Advisors

11,229 shares

0.01%

% of Portfolio

21

Legal & General

103,754 shares

0.01%

% of Portfolio

22

Mitsubishi Ufj Asset Management Co., Ltd.

36,678 shares

0.01%

% of Portfolio

23

Nuveen

75,300 shares

0.01%

% of Portfolio

24

Wellington Management

140,170 shares

0.01%

% of Portfolio

25

Ken Griffin - Citadel Advisors

16,777 shares

NaN%

% of Portfolio

26

Invesco

75,441 shares

NaN%

% of Portfolio

27

BNP Paribas

16,004 shares

NaN%

% of Portfolio

28

SG Americas Securities

9,764 shares

NaN%

% of Portfolio

29

PNC Financial Services

17,919 shares

NaN%

% of Portfolio

30

Cliff Asness - AQR Capital Management

21,160 shares

NaN%

% of Portfolio

31

WCM Investment Management

4,350 shares

NaN%

% of Portfolio

32

Voya Investment Mgmt

6,107 shares

NaN%

% of Portfolio

33

Franklin Resources

28,936 shares

NaN%

% of Portfolio

34

Jan van Eck - VanEck

6,728 shares

NaN%

% of Portfolio

35

T. Rowe Price

36,912 shares

NaN%

% of Portfolio

36

Janus Henderson Group

2,223 shares

NaN%

% of Portfolio

37

Jane Street Group

825 shares

NaN%

% of Portfolio

38

Ken Fisher - Fisher Asset Management

667 shares

NaN%

% of Portfolio

39

Fidelity International (FIL)

275 shares

NaN%

% of Portfolio

40

Canada Pension Plan Investment Board

0 shares

0.00%

% of Portfolio

41

David E. Shaw - D.E. Shaw & Co.

0 shares

0.00%

% of Portfolio

42

Tom Gayner - Markel Group

582,169 shares

1.77%

% of Portfolio

43

Joel Greenblatt - Gotham Asset Management

63,568 shares

0.07%

% of Portfolio

44

Verition Fund Management LLC

9,156 shares

0.02%

% of Portfolio

45

Andrew Beck - River Road Asset Mgmt

15,905 shares

0.07%

% of Portfolio

46

PFA Pension

19,031 shares

0.02%

% of Portfolio

47

Macquarie Group LTD

1,384 shares

NaN%

% of Portfolio

48

Ron Baron - Baron Capital

227 shares

NaN%

% of Portfolio

49

Jefferies Group

0 shares

0.00%

% of Portfolio

50

Paul Tudor Jones - Tudor Investment Corp

0 shares

0.00%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

44%

LARGE

38%

MEDIUM

32%

SMALL

-14%

Geographic Distribution

North America
74%
Europe
28%
Asia Pacific
17%
Other
9%

Institutional Activity

Buyers

59

Sellers

33

Holders

77

New

19

Exited

12

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Insider TradingPRO

Trading Statistics

Insider Buyers

22

Insider Sellers

33

Purchase Value

$22.8M

Role Distribution

CEO
29%
CFO
21%
Director
39%
VP
16%
Other
5%
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RatingPRO

84

A-

Overall Score

Moderate institutional interest with stable holdings

Rating Dimensions

Institutional Ownership
79
Recent Activity
88
Concentration
57
Momentum
91
Stability
67

Recent Actions

New

14

Increased

33

Decreased

20

Exited

4

Total

55

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