Holdings in WBS
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$8,909,660 |
141,558 |
-0.5%
|
Shares |
Sole |
2026-02-27 |
| 2025-09-30 |
$8,456,647 |
142,272 |
-0.5%
|
Shares |
Sole |
2025-12-01 |
| 2025-06-30 |
$7,808,291 |
143,009 |
-6.4%
|
Shares |
Sole |
2025-08-13 |
| 2025-03-31 |
$7,877,613 |
152,815 |
+31.4%
|
Shares |
Sole |
2025-05-14 |
| 2024-12-31 |
$6,423,963 |
116,334 |
-13.7%
|
Shares |
Sole |
2025-02-12 |
| 2024-09-30 |
$6,284,891 |
134,840 |
-72.1%
|
Shares |
Sole |
2024-11-15 |
| 2024-06-30 |
$21,048,259 |
482,869 |
+14.1%
|
Shares |
Sole |
2024-08-14 |
| 2024-03-31 |
$21,482,665 |
423,137 |
+5.0%
|
Shares |
Sole |
2024-05-14 |
| 2023-12-31 |
$20,464,604 |
403,164 |
—
|
Shares |
Sole |
2024-02-14 |
