Institutional Owners for WSM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| NAPLES GLOBAL ADVISORS LLC | COM | 701 | $715,713 | 2,254 | 0.00 | 0.00 | -12 | -0.53 | 03-31-2024 |
| MIZUHO MARKETS AMERICAS LLC | COM | 702 | $444,521 | 2,203 | 0.00 | 2,203 | +Inf | 12-31-2023 | |
| MOUNT YALE INVESTMENT ADVISORS LLC | COM | 703 | $339,238 | 2,183 | 0.00 | 0.00 | -4,494 | -67.31 | 09-30-2023 |
| CHOATE INVESTMENT ADVISORS | COM | 704 | $339,238 | 2,183 | 0.00 | 2,183 | +Inf | 09-30-2023 |
