Position in WT
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$4,031
+$3,973 QoQ
Shares Held
238
+5850.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#280
of 310 holders
Holding Since
Jun 2024
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026SJS Investment Consulting Inc. holds $1,019,989 across 54 Asset Management names. WT ranks #30 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
165 | $158,656 | |
| 2 | NTRS |
Northern Trust Corp
|
583 | $101,347 | |
| 3 | TROW |
Price T Rowe Group Inc
|
703 | $79,923 | |
| 4 | STT |
State Street Corp
|
402 | $68,178 | |
| 5 | CRBG |
Corebridge Financial, Inc.
|
2,342 | $67,051 | |
| 6 | AMP |
Ameriprise Financial Inc
|
140 | $64,226 | |
| 7 | SEIC |
Sei Investments Co
|
626 | $54,906 | |
| 8 | BX |
Blackstone Inc.
|
461 | $54,245 |
All Filings in WT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,031 | 238 | Shares | Defined | 2026-07-22 | |
| 2026-03-31 | $58 | 4 | Shares | Defined | 2026-04-23 | |
| 2025-12-31 | $48 | 4 | Shares | Sole | 2026-01-21 | |
| 2024-06-30 | $2,051 | 207 | Shares | Sole | 2024-07-16 | |
| No filing history on record for this holder in this stock. | ||||||