NYSE · as of Oct 13, 16:00 ET · 20m delayAfter hours 52.58+0.06%
Open
51.50
Prev close
51.32
Day range
51.2452.63
52-week range
28.3857.45
Volume
420.90K0.87×
Mkt cap
2.66B
P/E ttm
14.17
Fwd P/E
9.92
EPS ttm
3.71
Div yield
2.79%
Earnings
Sep 3, 2026
From 52w high
−8.48%
WLY shareholders
HDS
WLY Ownership
13F / N-PORT filings via Yahoo
Institutions
105.1%
117.5% of the float
Insiders
10.5%
officers and directors
Institutional holders
385
filing positions
Top 10 institutions
56.8%
7 adding · 3 trimming
INST
Top Institutions
Institutions
Holder
% held
Shares
Value
Change
As of
Blackrock Inc.
14.79%
6.20M
$326.00M
+0.6%
Jun 30, 2026
Neuberger Berman Group, LLC
7.20%
3.02M
$158.75M
+0.1%
Jun 30, 2026
Vanguard Portfolio Management LLC
5.95%
2.49M
$131.15M
−0.3%
Jun 30, 2026
Schroder Investment Management Group
5.81%
2.43M
$128.01M
+2.2%
Jun 30, 2026
State Street Corporation
5.40%
2.26M
$119.03M
+4.0%
Jun 30, 2026
Dimensional Fund Advisors LP
4.49%
1.88M
$99.03M
+2.9%
Jun 30, 2026
Vanguard Capital Management LLC
3.97%
1.67M
$87.62M
−3.1%
Jun 30, 2026
Bank of Montreal /CAN/
3.76%
1.58M
$82.97M
−0.8%
Jun 30, 2026
Brown Advisory Inc.
3.02%
1.27M
$66.60M
+4.7%
Jun 30, 2026
LSV Asset Management
2.44%
1.02M
$53.77M
+618.4%
Jun 30, 2026
FUND
Top Funds
Funds
Holder
% held
Shares
Value
Change
As of
iShares Trust-iShares Core S&P Small-Cap ETF
5.70%
2.39M
$125.56M
+0.1%
Aug 31, 2026
NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
4.00%
1.68M
$88.19M
0.0%
Jun 30, 2026
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
2.76%
1.16M
$60.76M
−4.1%
Jun 30, 2026
iShares Trust-iShares Russell 2000 ETF
2.41%
1.01M
$53.08M
+0.7%
Aug 31, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
1.98%
828.83K
$43.58M
−3.5%
Jun 30, 2026
SPDR-EUROPE-SSgA SPDR ETFS Europe I-SPDR S&P Glbl Div Aristocrats UCIT
1.36%
568.11K
$29.87M
+5.8%
Jul 31, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
1.25%
525.59K
$27.64M
−3.8%
Jun 30, 2026
Fidelity Covington Trust-Fidelity Enhanced Small Cap Core ETF
1.15%
480.51K
$25.27M
+3.6%
Sep 30, 2026
Brown Advisory Funds-Brown Advisory Small-Cap Fundamental Value Fund
1.12%
468.81K
$24.65M
−0.8%
Aug 31, 2026
VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
1.06%
444.27K
$23.36M
−0.6%
Jun 30, 2026
Institutions report quarterly, up to 45 days after the quarter ends, so these positions can be months old. Change compares the share count with the holder's previous filing. Insider transactions are on the overview page (INSD).