Position in WHG
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$43,184
New position
Shares Held
2,622
first reported quarter
Ownership
0.028%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Asset Management
Financial Services · as of Mar 31, 2026Vanguard Global Advisers, LLC holds $1,714,818,065 across 54 Asset Management names. WHG ranks #45 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
|
8,486,416 | $343,445,255 | |
| 2 | BLK |
BlackRock, Inc.
|
315,741 | $303,651,277 | |
| 3 | BX |
Blackstone Inc.
|
1,637,296 | $188,272,667 | |
| 4 | KKR |
KKR & Co. Inc.
|
1,513,040 | $139,956,200 | |
| 5 | BAM |
Brookfield Asset Management Ltd.
|
2,684,208 | $119,313,045 | |
| 6 | APO |
Apollo Global Management, Inc.
|
1,031,619 | $114,942,988 | |
| 7 | AMP |
Ameriprise Financial Inc
|
199,761 | $88,773,788 | |
| 8 | STT |
State Street Corp
|
642,711 | $81,341,504 |
All Filings in WHG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $43,184 | 2,622 | Shares | Defined | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||