Institutional Owners for WSO
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| SAPIENT CAPITAL LLC | COM | Liquidated | $0 | 0 | 0.00 | 1,753 | +Inf | 03-31-2024 | |
| ADVISOR PARTNERS LLC | COM | 552 | $412,000 | 1,727 | 0.03 | 0.03 | 180 | 11.64 | 06-30-2022 |
| LVW ADVISORS LLC | COM | 553 | $655,747 | 1,719 | 0.00 | 1,719 | +Inf | 06-30-2023 | |
| SHELL ASSET MANAGEMENT CO | COM | Liquidated | $0 | 0 | 0.03 | 0.02 | -7 | -0.41 | 03-31-2024 |
