Position in WT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$309,239
+$43,447 QoQ
Shares Held
18,255
0.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#205
of 310 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026PRAXIS INVESTMENT MANAGEMENT INC holds $12,452,469 across 16 Asset Management names. WT ranks #12 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
3,332 | $3,203,917 | |
| 2 | NTRS |
Northern Trust Corp
|
10,217 | $1,776,123 | |
| 3 | STT |
State Street Corp
|
8,990 | $1,524,704 | |
| 4 | PFG |
Principal Financial Group Inc
|
9,570 | $1,031,454 | |
| 5 | BEN |
Franklin Resources Inc
|
29,859 | $993,408 | |
| 6 | AMP |
Ameriprise Financial Inc
|
1,540 | $706,490 | |
| 7 | EQH |
Equitable Holdings, Inc.
|
12,284 | $539,021 | |
| 8 | RJF |
Raymond James Financial Inc
|
2,691 | $409,112 |
All Filings in WT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $309,239 | 18,255 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $265,792 | 18,255 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $260,256 | 21,350 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $296,765 | 21,350 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $245,738 | 21,350 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $190,442 | 21,350 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $224,175 | 21,350 | Shares | Sole | 2025-01-03 | |
| 2024-09-30 | $213,286 | 21,350 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $190 | 21,350 | Shares | Sole | 2024-07-03 | |
| 2024-03-31 | $196,206 | 21,350 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $147,955 | 21,350 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $149,450 | 21,350 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $146,461 | 21,350 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $125,111 | 21,350 | Shares | Sole | 2023-04-04 | |
| 2022-09-30 | $184,719 | 39,470 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $200,112 | 39,470 | Shares | Sole | 2022-07-26 | |
| 2020-09-30 | $159,968 | 49,990 | Shares | Sole | 2021-02-01 | |
| 2020-06-30 | $81,198 | 23,400 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $54,522 | 23,400 | Shares | Sole | 2020-07-09 | |
| No filing history on record for this holder in this stock. | ||||||