Position in WT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,049,305
+$1,115,325 QoQ
Shares Held
298,070
+10.3% QoQ
Ownership
0.197%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#68
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, 2026Legal & General Group Plc holds $5,119,698,058 across 80 Asset Management names. WT ranks #50 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
839,302 | $807,039,230 | |
| 2 | BX |
Blackstone Inc.
|
5,143,770 | $605,267,414 | |
| 3 | KKR |
KKR & Co. Inc.
|
5,129,423 | $470,778,441 | |
| 4 | APO |
Apollo Global Management, Inc.
|
3,887,979 | $459,986,794 | |
| 5 | BN |
BROOKFIELD Corp /ON/
|
10,447,234 | $444,947,695 | |
| 6 | STT |
State Street Corp
|
1,950,759 | $330,848,726 | |
| 7 | AMP |
Ameriprise Financial Inc
|
572,603 | $262,687,351 | |
| 8 | NTRS |
Northern Trust Corp
|
1,191,062 | $207,054,216 |
All Filings in WT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,049,305 | 298,070 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $3,933,980 | 270,191 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $3,665,117 | 300,666 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $4,475,965 | 322,012 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $3,689,403 | 320,539 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $2,932,127 | 328,714 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $3,605,878 | 343,417 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $3,369,655 | 337,303 | Shares | Defined | 2025-02-28 | |
| 2024-06-30 | $3,245,296 | 327,477 | Shares | Defined | 2025-05-29 | |
| 2024-03-31 | $2,949,566 | 320,954 | Shares | Defined | 2025-05-29 | |
| 2023-12-31 | $2,192,062 | 316,315 | Shares | Defined | 2025-05-29 | |
| 2023-09-30 | $2,276,743 | 325,249 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,289,750 | 333,783 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,973,067 | 336,701 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,850,923 | 339,619 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,554,863 | 332,236 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,663,653 | 328,137 | Shares | Defined | 2022-08-22 | |
| 2022-03-31 | $1,904,937 | 324,521 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,998,258 | 326,513 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,801,868 | 317,790 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,877,272 | 302,786 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $2,341,487 | 374,638 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $1,861,633 | 347,969 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,118,512 | 349,535 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,268,853 | 365,664 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $794,901 | 341,160 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||