Wilhelmina Ownership | Who Owns Wilhelmina?
Wilhelmina Ownership Summary
Wilhelmina is owned by 1.37% 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 | 1.37% | 32.05% | 66.59% |
| Sector | Industrials Stocks | 62.82% | 10.55% | 26.63% |
| Industry | Business Services Stocks | 57.58% | 11.20% | 31.22% |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 12 | - | 70,566 | 0.27% | 1 | 73.47% | 4 | -20.00% | 3 | - |
| 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% |
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 20, 2024 | LICHTENSTEIN WARREN G | See Explanation of Responses | Buy | $67.79K |
| Nov 20, 2024 | Omni Retail Enterprises, LLC | - | Sell | $1.23M |
| Nov 14, 2024 | Omni Retail Enterprises, LLC | - | Sell | $1.33K |
| Nov 14, 2024 | Omni Retail Enterprises, LLC | - | Sell | $3.30K |
| Nov 14, 2024 | Omni Retail Enterprises, LLC | - | Sell | $3.31K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | 1 | 88 |
| 2024 Q3 | - | 46 |
| 2024 Q2 | - | - |
| 2023 Q4 | - | - |
| 2022 Q3 | 1 | - |
WHLM Ownership FAQ
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