| 7.098% |
| 1.02% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 47.2M | $1.13B | +0.5% | 6.542% | 0.02% |
| 5 | WELLINGTON MANAGEMENT GROUP LLP | 43.6M | $1.04B | +14.3% | 6.043% | 0.18% |
| 6 | STATE STREET CORP | 34.3M | $821.1M | +3.3% | 4.757% | 0.01% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 21.0M | $501.3M | +1.3% | 2.914% | 0.03% |
| 8 | Bank of New York Mellon Corp | 19.6M | $469.0M | +10.6% | 2.717% | 0.08% |
| 9 | Legal & General Group Plc | 12.9M | $308.5M | -0.9% | 1.787% | 0.06% |
| 10 | Invesco Ltd. | 11.8M | $283.1M | -1.7% | 1.640% | 0.02% |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11.3M | $270.6M | +6.1% | 1.568% | 0.04% |
| 12 | Allspring Global Investments Holdings, LLC | 11.1M | $260.9M | +2.1% | 1.536% | 0.40% |
| 13 | NORGES BANK | 9.1M | $217.4M | — | 1.260% | 0.02% |
| 14 | NORTHERN TRUST CORP | 8.8M | $211.2M | +1.2% | 1.224% | 0.02% |
| 15 | MORGAN STANLEY | 8.4M | $201.2M | +7.8% | 1.166% | 0.01% |
| 16 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 7.2M | $172.5M | +16.0% | 0.999% | 0.08% |
| 17 | BANK OF AMERICA CORP /DE/ | 6.8M | $162.9M | +0.1% | 0.944% | 0.01% |
| 18 | FMR LLC | 6.4M | $152.3M | +8.7% | 0.882% | 0.01% |
| 19 | DEUTSCHE BANK AG\ | 5.1M | $121.8M | +14.7% | 0.706% | 0.04% |
| 20 | Nuveen, LLC | 4.6M | $110.3M | +0.4% | 0.639% | 0.03% |
| 21 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 4.3M | $104.1M | +5.0% | 0.603% | 0.02% |
| 22 | Pictet Asset Management Holding SA | 4.3M | $102.5M | -11.8% | 0.594% | 0.10% |
| 23 | GOLDMAN SACHS GROUP INC | 4.1M | $97.2M | +36.4% | 0.563% | 0.01% |
| 24 | VANGUARD FIDUCIARY TRUST CO | 4.0M | $96.9M | -0.2% | 0.562% | 0.02% |
| 25 | PRINCIPAL FINANCIAL GROUP INC | 4.0M | $96.7M | +1.4% | 0.560% | 0.05% |
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 WY — a direct measure of their conviction.
| 85.34% |
| 1.36 pp |
| $15.89B |
| +5.7% |
| Q4 2024 | 912 | +0.1% | 86.70% | +4.07 pp | $15.03B | 14% |
| Q3 2024 | 911 | — | 82.63% | — | $17.54B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
72 institutions opened new positions in WY during Q2 2026, while 73 fully exited. 266 added to existing positions and 532 trimmed.
WY institutional ownership rose by 1.69 percentage points quarter-over-quarter, with a net change of +8 holders.
The top 10 institutions account for 59.4% of all reported 13F value in WY, and the top 25 account for 75.3%.
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.