| 4 |
| STATE STREET CORP |
| 21.8M |
| $49.1M |
| -4.4% |
| 0.220% |
| 0.00% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 20.9M | $47.1M | 0.0% | 0.212% | 0.00% |
| 6 | Creative Planning | 9.0M | $20.3M | +28.0% | 0.091% | 0.01% |
| 7 | Robeco Institutional Asset Management B.V. | 5.5M | $12.4M | -2.7% | 0.056% | 0.02% |
| 8 | WELLINGTON MANAGEMENT GROUP LLP | 5.3M | $12.0M | -0.3% | 0.054% | 0.00% |
| 9 | UBS Group AG | 5.1M | $11.5M | +7.8% | 0.052% | 0.00% |
| 10 | FIRST TRUST ADVISORS LP | 4.8M | $10.7M | -74.3% | 0.048% | 0.01% |
| 11 | AMERICAN CENTURY COMPANIES INC | 4.4M | $9.8M | +8.6% | 0.044% | 0.00% |
| 12 | Promethos Capital, LLC | 4.2M | $9.4M | +21.2% | 0.042% | 2.54% |
| 13 | Connor, Clark & Lunn Investment Management Ltd. | 3.5M | $7.8M | -30.8% | 0.035% | 0.01% |
| 14 | MARSHALL WACE, LLP | 3.4M | $7.6M | -49.0% | 0.034% | 0.01% |
| 15 | NORTHERN TRUST CORP | 3.3M | $7.5M | -25.3% | 0.034% | 0.00% |
| 16 | GOLDMAN SACHS GROUP INC | 3.2M | $7.2M | +2.7% | 0.032% | 0.00% |
| 17 | AQR CAPITAL MANAGEMENT LLC | 3.2M | $7.0M | +10.5% | 0.033% | 0.00% |
| 18 | SCHRODER INVESTMENT MANAGEMENT GROUP | 3.1M | $6.8M | +17.1% | 0.032% | 0.00% |
| 19 | RHUMBLINE ADVISERS | 3.0M | $6.7M | +22.7% | 0.030% | 0.01% |
| 20 | B. Metzler seel. Sohn & Co. AG | 2.3M | $5.2M | +5.9% | 0.023% | 0.04% |
| 21 | BNP PARIBAS FINANCIAL MARKETS | 2.3M | $5.1M | -59.2% | 0.023% | 0.00% |
| 22 | Invesco Ltd. | 2.2M | $4.9M | +17.5% | 0.022% | 0.00% |
| 23 | DIMENSIONAL FUND ADVISORS LP | 2.1M | $4.8M | -8.2% | 0.021% | 0.00% |
| 24 | MILLENNIUM MANAGEMENT LLC | 1.9M | $4.3M | +73.6% | 0.019% | 0.00% |
| 25 | Vanguard Personalized Indexing Management, LLC | 1.8M | $4.0M | +54.5% | 0.018% | 0.03% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in WIT — a direct measure of their conviction.
| 3.31% |
| +0.43 pp |
| $903M |
| 2.8% |
| Q4 2024 | 289 | +29% | 2.88% | +0.15 pp | $929M | +6.1% |
| Q3 2024 | 224 | — | 2.73% | — | $875M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
WIT institutional ownership fell by 0.12 percentage points quarter-over-quarter, with a net change of +13 holders.
The top 10 institutions account for 68.0% of all reported 13F value in WIT, and the top 25 account for 83.6%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.