Institutional Owners for WDC
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
CIDEL ASSET MANAGEMENT INC COM 751 $348,979 5,114 0.00 0.00 -234 -4.38 03-31-2024
CADENCE BANK COM 752 $224,000 5,000 0.03 0.04 0 0.00 06-30-2022
VALEO FINANCIAL ADVISORS LLC Stock Liquidated $0 0 0.00 4,960 +Inf 03-31-2024
ADVISOR PARTNERS II LLC COM 754 $225,733 4,947 0.00 4,947 +Inf 09-30-2023
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