Institutional Owners for WTM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| TRIAD INVESTMENT MANAGEMENT | COM | 101 | $3,199,237 | 1,783 | 0.00 | 0.00 | 37 | 2.12 | 03-31-2024 |
| UBS GROUP AG | COM | 102 | $3,165,146 | 1,764 | 0.00 | 0.00 | 130 | 7.96 | 03-31-2024 |
| TRUIST FINANCIAL CORP | COM | 103 | $2,626,242 | 1,745 | 0.00 | 0.00 | 526 | 43.15 | 12-31-2023 |
| VIDENT ADVISORY LLC | COM | 104 | $3,005,453 | 1,675 | 0.00 | 0.00 | -93 | -5.26 | 03-31-2024 |
