Position in WT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$38,554,677
+$9,295,542 QoQ
Shares Held
2,275,955
+13.3% QoQ
Ownership
1.50%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#15
of 310 holders
Holding Since
Mar 2020
26 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, 2026PRINCIPAL FINANCIAL GROUP INC holds $6,431,474,735 across 34 Asset Management names. WT ranks #13 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
|
55,057,354 | $2,344,892,705 | |
| 2 | KKR |
KKR & Co. Inc.
|
19,677,109 | $1,805,965,062 | |
| 3 | BAM |
Brookfield Asset Management Ltd.
|
13,551,754 | $607,796,165 | |
| 4 | ARES |
Ares Management Corp
|
4,040,482 | $449,746,049 | |
| 5 | BLK |
BlackRock, Inc.
|
307,521 | $295,699,892 | |
| 6 | AMP |
Ameriprise Financial Inc
|
246,083 | $112,893,036 | |
| 7 | BX |
Blackstone Inc.
|
883,125 | $103,917,318 | |
| 8 | EQH |
Equitable Holdings, Inc.
|
2,003,499 | $87,913,535 |
All Filings in WT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,554,677 | 2,275,955 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $29,259,135 | 2,009,556 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $12,139,996 | 995,898 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $11,877,674 | 854,509 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $6,620,701 | 575,213 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $6,633,803 | 743,700 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $7,647,622 | 728,345 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $7,081,331 | 708,842 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $5,535,576 | 558,585 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $5,322,783 | 579,193 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $4,003,120 | 577,651 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $4,298,826 | 614,118 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $4,455,364 | 649,470 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $3,958,599 | 675,529 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $3,760,450 | 689,991 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $3,257,274 | 695,999 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $3,524,663 | 695,200 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $4,349,704 | 741,006 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $4,560,286 | 745,145 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $4,344,642 | 766,251 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $4,942,032 | 797,102 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $4,915,437 | 786,470 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $4,106,788 | 767,624 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $2,606,297 | 814,468 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $3,138,607 | 904,498 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $2,085,252 | 894,958 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||