Position in WMK
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$473,775
-$30,396 QoQ
Shares Held
6,050
-17.9% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#94
of 199 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WMK Over Time
Shares Held
Position Value (USD)
Position in Grocery Stores
Consumer Defensive · as of Jun 30, 2026Diversified Trust Co holds $3,562,713 across 4 Grocery Stores names. WMK ranks #4 (13.3% of the industry book) .
All Filings in WMK
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $473,775 | 6,050 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $504,171 | 7,372 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $510,925 | 7,972 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $683,843 | 9,515 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $653,207 | 9,011 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $703,389 | 9,129 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $609,954 | 9,007 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $620,852 | 9,007 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $462,489 | 7,368 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $216,834 | 3,367 | Shares | Sole | 2024-04-18 | |
| No filing history on record for this holder in this stock. | ||||||