Wilhelmina Ownership | Who Owns Wilhelmina?
Wilhelmina Ownership Summary
Wilhelmina is owned by 1.36% institutional investors, 32.05% insiders, and 66.59% retail investors. Vanguard group is the largest institutional shareholder, holding 0.46% of WHLM shares. Vanguard Institutional Extnd Mkt Idx Tr is the top mutual fund, with 0.45% of its assets in Wilhelmina shares.
WHLM Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Wilhelmina | 1.36% | 32.05% | 66.59% |
| Sector | Industrials Stocks | 60.70% | 10.27% | 29.03% |
| Industry | Business Services Stocks | 56.11% | 10.00% | 33.90% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 23.49K | 0.46% | $127.57K |
| Dimensional fund advisors lp | 23.32K | 0.45% | $127.09K |
| Renaissance | 20.40K | 0.40% | $110.77K |
| Tower research capital llc (trc) | 1.90K | 0.04% | $10.31K |
| Avion wealth | 1.03K | 0.02% | $5.00K |
| Spire wealth management | 125.00 | 0.00% | $681.00 |
| Principal securities | 35.00 | 0.00% | $190.00 |
| Ubs group | 25.00 | 0.00% | $136.00 |
| Wells fargo & company/mn | 25.00 | 0.00% | $136.00 |
| Bank of america corp /de/ | 8.00 | 0.00% | $43.00 |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Avion wealth | 1.03K | 0.00% | $5.00K |
| Tower research capital llc (trc) | 1.90K | 0.00% | $10.31K |
| Renaissance | 20.40K | 0.00% | $110.77K |
| Two sigma investments, lp | - | - | - |
| Dimensional fund advisors lp | 23.32K | - | $127.09K |
| Jpmorgan chase | 6.00 | - | $33.00 |
| Innealta capital | - | - | - |
| Ubs group | 25.00 | - | $136.00 |
| Wells fargo & company/mn | 25.00 | - | $136.00 |
| Principal securities | 35.00 | - | $190.00 |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Dimensional fund advisors lp | 23.32K | - | 6.56K |
| Renaissance | 20.40K | 0.00% | 500.00 |
| Bank of america corp /de/ | 8.00 | - | 8.00 |
| Jpmorgan chase | 6.00 | - | 3.00 |
| Spire wealth management | 125.00 | - | - |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Two sigma investments, lp | - | - | -19.28K |
| Tower research capital llc (trc) | 1.90K | 0.00% | -200.00 |
| Ubs group | 25.00 | - | -87.00 |
| Morgan stanley | - | - | -50.00 |
| Innealta capital | - | - | -9.00 |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Bank of america corp /de/ | 8.00 | - | 8.00 | $43.00 |
Sold Out
| Holder | Change |
|---|---|
| Innealta capital | -9.00 |
| Morgan stanley | -50.00 |
| Two sigma investments, lp | -19.28K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 12 | - | 70,376 | -15.13% | 1 | 52.78% | 5 | - | 3 | 200.00% |
| Mar 31, 2024 | 12 | 9.09% | 82,918 | 3.21% | 1 | 66.25% | 5 | 66.67% | 1 | -66.67% |
| Dec 31, 2023 | 11 | - | 80,341 | -19.01% | 1 | 42.10% | 3 | -57.14% | 3 | - |
| Sep 30, 2023 | 11 | 22.22% | 99,202 | -10.35% | 1 | 41.78% | 7 | - | - | -100.00% |
| Jun 30, 2023 | 9 | -10.00% | 110,658 | -5.40% | 2 | 41.71% | - | -100.00% | 3 | -25.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Institutional Extnd Mkt Idx Tr | 23.05K | 0.45% | - |
| SSgA U.S. Extended Market Index Class I | 6.90K | 0.13% | - |
| DFA US Social Core Equity 2 Portfolio | 5.50K | 0.11% | - |
| Fidelity Extended Market Index | 5.35K | 0.10% | -22.00 |
| DFA US Targeted Value I | 4.88K | 0.09% | - |
| DFA US Core Equity 2 I | 3.39K | 0.07% | - |
| Dimensional US Targeted Value ETF | 3.11K | 0.06% | - |
| Dimensional US Core Equity 2 ETF | 2.64K | 0.05% | - |
| Dimensional US Equity Market ETF | 2.30K | 0.04% | - |
| Northern Trust Extended Eq Market Idx | 1.44K | 0.03% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 14, 2024 | Omni Retail Enterprises, LLC | - | Sell | $33.00K |
| Nov 14, 2024 | Omni Retail Enterprises, LLC | - | Sell | $1.33K |
| Nov 14, 2024 | Omni Retail Enterprises, LLC | - | Sell | $3.31K |
| Nov 14, 2024 | Omni Retail Enterprises, LLC | - | Sell | $3.30K |
| Nov 14, 2024 | Omni Retail Enterprises, LLC | - | Sell | $25.24K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 74 |
| 2024 Q3 | - | 46 |
| 2024 Q2 | - | - |
| 2023 Q4 | - | - |
| 2022 Q3 | 1 | - |
WHLM Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools