Position in WT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,436,816
New position
Shares Held
84,818
first reported quarter
Ownership
0.055%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#4
of 47 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026COOKSON PEIRCE & CO INC holds $47,654,766 across 5 Asset Management names. WT ranks #3 (3.0% of the industry book) .
All Filings in WT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,436,816 | 84,818 | Shares | Sole | 2026-07-23 | |
| No filing history on record for this holder in this stock. | ||||||