Position in WT
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$546,619
+$98,011 QoQ
Shares Held
32,268
+4.7% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#167
of 310 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 24%
Shared 0%
None 76%
Common Shares in WT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026YOUSIF CAPITAL MANAGEMENT, LLC holds $97,884,566 across 30 Asset Management names. WT ranks #27 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
14,855 | $14,283,973 | |
| 2 | BEN |
Franklin Resources Inc
|
315,443 | $10,494,788 | |
| 3 | TROW |
Price T Rowe Group Inc
|
82,652 | $9,396,705 | |
| 4 | BX |
Blackstone Inc.
|
71,315 | $8,391,636 | |
| 5 | KKR |
KKR & Co. Inc.
|
58,116 | $5,333,886 | |
| 6 | APO |
Apollo Global Management, Inc.
|
44,011 | $5,206,941 | |
| 7 | STT |
State Street Corp
|
28,710 | $4,869,216 | |
| 8 | AMP |
Ameriprise Financial Inc
|
9,483 | $4,350,421 |
All Filings in WT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $546,619 | 32,268 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $448,608 | 30,811 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $377,426 | 30,962 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $511,242 | 36,780 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $496,771 | 43,160 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $380,910 | 42,703 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $459,322 | 43,745 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $449,839 | 45,029 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $445,385 | 44,943 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $461,889 | 50,260 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $422,889 | 61,023 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $400,302 | 57,186 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $413,973 | 60,346 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $368,101 | 62,816 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $383,521 | 70,371 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $414,605 | 88,591 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $451,884 | 89,129 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $581,446 | 99,054 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $612,146 | 100,024 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||