Position in WT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,042,064
+$146,406 QoQ
Shares Held
61,515
0.0% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#10
of 55 holders
Holding Since
Jun 2024
9 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, 2026JAMES INVESTMENT RESEARCH, INC. holds $9,032,864 across 5 Asset Management names. WT ranks #2 (11.5% of the industry book) .
All Filings in WT
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,042,064 | 61,515 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $895,658 | 61,515 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $748,904 | 61,436 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $889,196 | 63,971 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $621,206 | 53,971 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $572,717 | 64,206 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $907,683 | 86,446 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $796,402 | 79,720 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $484,648 | 48,905 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||