Institutional Owners for WSM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| CREATIVE PLANNING | COM | 351 | $2,413,438 | 11,961 | 0.00 | 0.00 | 1,898 | 18.86 | 12-31-2023 |
| O'SHAUGHNESSY ASSET MANAGEMENT LLC | COM | 352 | $2,385,847 | 11,824 | 0.00 | 0.00 | 5,774 | 95.44 | 12-31-2023 |
| MARTIN CAPITAL ADVISORS LLP | COM | 353 | $3,753,522 | 11,821 | 0.00 | 0.00 | -35 | -0.30 | 03-31-2024 |
| MAN GROUP PLC | COM | 354 | $1,836,517 | 11,818 | 0.00 | 0.01 | -17,515 | -59.71 | 09-30-2023 |
