Ownership | Who Owns ?

Ownership Summary

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 shares.

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	5.25K	0.10%	-99.00
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
Dec 31, 2024	LICHTENSTEIN WARREN G	See Explanation of Responses	Buy	$1.18M
Dec 27, 2024	LICHTENSTEIN WARREN G	See Explanation of Responses	Buy	$62.86K
Dec 30, 2024	LICHTENSTEIN WARREN G	See Explanation of Responses	Buy	$54.50K
Dec 23, 2024	LICHTENSTEIN WARREN G	See Explanation of Responses	Buy	$13.43K
Dec 19, 2024	LICHTENSTEIN WARREN G	See Explanation of Responses	Buy	$7.60

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	5	88
2024 Q3	-	46
2024 Q2	-	-
2023 Q4	-	-
2022 Q3	1	-

WHLM Ownership FAQ

Who owns the most shares of ?

’s largest shareholders are Vanguard group (23.49K shares, 0.46%), Dimensional fund advisors lp (23.32K shares, 0.45%), and Renaissance (20.4K shares, 0.40%). Together, they hold 1.30% of ’s total shares outstanding.

Does Blackrock own ?

BlackRock is not among the top 10 institutional shareholders of .

Who is ’s biggest shareholder by percentage of total assets invested?

Avion wealth is ’s biggest shareholder by percentage of total assets invested, with 0.00% of its assets in 1.03K shares, valued at 5K$.

Who is the top mutual fund holder of shares?

Vanguard Institutional Extnd Mkt Idx Tr is the top mutual fund holder of shares, with 0.45% of its total shares outstanding invested in 23.05K shares.

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