WLY stock ownership summary

Insider Edges tracks 35 current 13F investors holding WLY with a current stock price of $48.14.

• NEUMEIER POMA INVESTMENT COUNSEL LLC Added WLY; portfolio weight 1.29%; shares 410,565; reported value $15.6M.
• MADISON AVENUE PARTNERS, LP Reduced WLY; portfolio weight 1.12%; shares 678,417; reported value $25.8M.
• HILLSDALE INVESTMENT MANAGEMENT INC. Added WLY; portfolio weight 0.08%; shares 76,150; reported value $2.9M.
• Ray Dalio Added WLY; portfolio weight 0.02%; shares 95,586; reported value $3.6M.
• ALLIANZ ASSET MANAGEMENT GMBH Added WLY; portfolio weight 0.01%; shares 366,309; reported value $14.0M.
• MAGNETAR FINANCIAL LLC Added WLY; portfolio weight 0.01%; shares 34,996; reported value $1.3M.
• VIDENT ADVISORY, LLC Added WLY; portfolio weight 0.01%; shares 21,331; reported value $812,711.
• MILLSTONE EVANS GROUP, LLC Held WLY; portfolio weight 0.01%; shares 232; reported value $8,839.
• CHARLES SCHWAB INVESTMENT MANAGEMENT INC Added WLY; portfolio weight 0.00%; shares 747,634; reported value $28.5M.
• BlackRock Added WLY; portfolio weight 0.00%; shares 6,162,370; reported value $234.8M.