Who Owns WESTERN (WDI)? -- Institutional Holders (2026-06-30)

72 institutions reported holding $155.0M of WESTERN (WDI) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($59.0M), Penserra Capital Management LLC ($19.9M), WELLS FARGO & COMPANY/MN ($12.8M), RAYMOND JAMES FINANCIAL INC ($10.1M), Hennion & Walsh Asset Management, Inc. ($6.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$59.0M4.3MTrimmed
2Penserra Capital Management LLC$19.9M1.5MAdded
3WELLS FARGO & COMPANY/MN$12.8M945,389Trimmed
4RAYMOND JAMES FINANCIAL INC$10.1M742,919Added
5Hennion & Walsh Asset Management, Inc.$6.5M475,973Added
6BANK OF AMERICA CORP /DE/$6.0M440,533Added
7COHEN & STEERS, INC.$3.7M272,993Hold
8STIFEL FINANCIAL CORP$3.5M261,626Added
9Royal Bank of Canada$3.3M244,675Added
10GUGGENHEIM CAPITAL LLC$3.2M237,034Added
11LPL Financial LLC$3.1M231,826Trimmed
12FIRST TRUST ADVISORS LP$2.6M193,456Added
13JPMORGAN CHASE & CO$2.6M188,343Added
14&PARTNERS$2.5M184,965Trimmed
15Rockefeller Capital Management L.P.$1.1M82,102Hold
16Thrivent Financial for Lutherans$1.1M81,220Added
17Advisors Asset Management, Inc.$1.0M75,266Trimmed
18Invesco Ltd.$962,17770,957Trimmed
19OPPENHEIMER & CO INC$889,33365,585Added
20NewEdge Advisors, LLC$873,29964,403Added
21Cetera Investment Advisers$823,85160,756Added
22Bramshill Investments, LLC$642,85247,408Added
23Baird Financial Group, Inc.$641,61947,317Added
24UBS Group AG$510,54837,651Trimmed
25EVOLVE PRIVATE WEALTH, LLC$462,15734,082Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30