Holdings in WBS
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$31,073,603 |
493,702 |
+7.0%
|
Shares |
Defined |
2026-02-10 |
| 2025-09-30 |
$27,426,745 |
461,419 |
+14.3%
|
Shares |
Defined |
2025-11-13 |
| 2025-06-30 |
$22,047,097 |
403,793 |
+36.1%
|
Shares |
Defined |
2025-08-13 |
| 2025-03-31 |
$15,299,833 |
296,796 |
+8.6%
|
Shares |
Defined |
2025-05-08 |
| 2024-12-31 |
$15,089,803 |
273,267 |
+15.7%
|
Shares |
Defined |
2025-02-10 |
| 2024-09-30 |
$11,011,705 |
236,252 |
+29.6%
|
Shares |
Defined |
2024-11-06 |
| 2024-06-30 |
$7,946,544 |
182,302 |
-7.4%
|
Shares |
Defined |
2024-08-01 |
| 2024-03-31 |
$9,998,491 |
196,937 |
+15.0%
|
Shares |
Defined |
2024-04-25 |
| 2023-12-31 |
$8,690,873 |
171,215 |
+19.1%
|
Shares |
Defined |
2024-02-06 |
| 2023-09-30 |
$5,794,643 |
143,752 |
+15.7%
|
Shares |
Defined |
2023-11-13 |
| 2023-06-30 |
$4,689,342 |
124,221 |
+73.3%
|
Shares |
Defined |
2023-08-15 |
| 2023-03-31 |
$2,824,955 |
71,663 |
-24.6%
|
Shares |
Defined |
2023-05-11 |
| 2022-12-31 |
$4,497,962 |
95,014 |
+2.7%
|
Shares |
Defined |
2023-01-27 |
| 2022-09-30 |
$4,179,960 |
92,477 |
+120.2%
|
Shares |
Defined |
2022-11-14 |
| 2022-06-30 |
$1,770,047 |
41,994 |
-2.6%
|
Shares |
Defined |
2022-08-12 |
| 2022-03-31 |
$2,420,399 |
43,129 |
+212.1%
|
Shares |
Defined |
2022-05-12 |
| 2020-06-30 |
$395,304 |
13,817 |
+5.2%
|
Shares |
Defined |
2020-08-11 |
| 2020-03-31 |
$300,906 |
13,140 |
—
|
Shares |
Defined |
2020-04-27 |
