Institutional Holders (2026 Q2)
292 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in WIT. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Promethos Capital, LLC | 2.54% | 4,156,718 | $9.4M |
| 2 | Defiance ETFs, LLC | 0.80% | 31,672,949 | $59.2M |
| 3 | Scientech Research LLC | 0.24% | 130,357 | $293K |
| 4 | Arta Finance Wealth Management LLC | 0.23% | 243,411 | $548K |
| 5 | JMN Financial LLC | 0.22% | 123,026 | $277K |
| 6 | PCM Encore, LLC | 0.20% | 508,247 | $1.1M |
| 7 | AIMZ Investment Advisors, LLC | 0.17% | 277,234 | $624K |
| 8 | Longfellow Investment Management Co LLC | 0.17% | 368,679 | $830K |
| 9 | Barometer Capital Management INC. | 0.15% | 243,600 | $542K |
| 10 | Frank, Rimerman Advisors LLC | 0.11% | 901,459 | $2.0M |
| 11 | OneAscent Investment Solutions LLC | 0.11% | 53,058 | $119K |
| 12 | Shariaportfolio, INC. | 0.10% | 129,074 | $290K |
| 13 | Ariadne Wealth Management, LP | 0.10% | 100,269 | $226K |
| 14 | Quadrant Capital Group LLC | 0.09% | 1,453,898 | $3.3M |
| 15 | West Family Investments, Inc. | 0.08% | 130,079 | $293K |
| 16 | Sava Infond d.o.o. | 0.08% | 500,000 | $1.1M |
| 17 | Mw Advisory, LLC | 0.07% | 77,837 | $175K |
| 18 | Williams & Novak Wealth Management, LLC | 0.05% | 36,416 | $82K |
| 19 | PDS Planning, Inc | 0.05% | 353,018 | $794K |
| 20 | B. Metzler seel. Sohn & Co. AG | 0.04% | 2,314,134 | $5.2M |
| 21 | BSW Wealth Partners | 0.04% | 176,683 | $398K |
| 22 | Laird Norton Wetherby Trust Company, LLC | 0.04% | 983,384 | $2.2M |
| 23 | Perpetual Ltd | 0.04% | 1,190,100 | $2.7M |
| 24 | Enterprise Financial Services Corp | 0.04% | 40,945 | $92K |
| 25 | Piedmont Capital Management, LLC/NC | 0.03% | 20,315 | $46K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|