Position in WT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,641,485
-$8,742,093 QoQ
Shares Held
96,900
-86.4% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#116
of 310 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in WT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026JPMORGAN CHASE & CO holds $8,132,448,671 across 207 Asset Management names. WT ranks #55 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
19,156,246 | $2,254,115,458 | |
| 2 | STT |
State Street Corp
|
4,428,797 | $751,123,966 | |
| 3 | BLK |
BlackRock, Inc.
|
650,612 | $625,602,468 | |
| 4 | ARES |
Ares Management Corp
|
5,392,155 | $600,200,763 | |
| 5 | APO |
Apollo Global Management, Inc.
|
4,502,365 | $532,674,795 | |
| 6 | AMP |
Ameriprise Financial Inc
|
1,101,289 | $505,227,334 | |
| 7 | RJF |
Raymond James Financial Inc
|
2,711,675 | $412,255,943 | |
| 8 | BN |
BROOKFIELD Corp /ON/
|
9,100,060 | $387,571,549 |
All Filings in WT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,641,485 | 96,900 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $10,383,578 | 713,158 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $8,546,858 | 701,137 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $6,017,099 | 432,885 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $3,874,943 | 336,659 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $3,177,186 | 356,187 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $9,245,133 | 880,489 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $3,417,616 | 342,104 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $6,542,521 | 660,194 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $2,122,915 | 231,003 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $2,121,207 | 306,091 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $1,741,348 | 248,764 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,929,936 | 281,332 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,142,973 | 195,047 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $721,556 | 132,396 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,280,745 | 487,339 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $598,862 | 118,119 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $1,809,742 | 308,304 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $2,284,948 | 373,358 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $826,173 | 145,710 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $653,291 | 105,370 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $1,189,256 | 190,281 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $1,686,842 | 315,298 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $726,303 | 226,970 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,016,833 | 293,036 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $890,985 | 382,398 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||