Position in WT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$33,391,416
-$33,272,854 QoQ
Shares Held
1,971,158
-56.9% QoQ
Ownership
1.30%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#20
of 310 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in WT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026GOLDMAN SACHS GROUP INC holds $9,872,187,389 across 97 Asset Management names. WT ranks #33 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
1,330,034 | $1,278,907,489 | |
| 2 | BX |
Blackstone Inc.
|
8,738,575 | $1,028,268,118 | |
| 3 | TROW |
Price T Rowe Group Inc
|
8,452,903 | $961,010,540 | |
| 4 | AMP |
Ameriprise Financial Inc
|
1,643,021 | $753,752,311 | |
| 5 | KKR |
KKR & Co. Inc.
|
6,335,421 | $581,464,937 | |
| 6 | APO |
Apollo Global Management, Inc.
|
4,817,138 | $569,915,595 | |
| 7 | NTRS |
Northern Trust Corp
|
2,886,875 | $501,854,348 | |
| 8 | STT |
State Street Corp
|
2,849,453 | $483,267,226 |
All Filings in WT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,391,416 | 1,971,158 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $66,664,270 | 4,578,590 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $41,319,869 | 3,389,653 | Shares | Defined | 2026-03-25 | |
| 2025-09-30 | $21,765,676 | 1,565,876 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $11,472,626 | 996,753 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $9,395,881 | 1,053,350 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $16,431,891 | 1,564,942 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $5,143,211 | 514,836 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,734,187 | 275,902 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,558,752 | 278,428 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $2,294,280 | 331,065 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $2,595,614 | 370,802 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $1,898,641 | 276,770 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $1,408,591 | 240,374 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $736,311 | 135,103 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $2,568,701 | 548,868 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $1,748,353 | 344,843 | Shares | Defined | 2024-05-14 | |
| 2022-03-31 | $2,791,642 | 475,578 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $617,973 | 100,976 | Shares | Defined | 2022-02-17 | |
| 2021-09-30 | $1,852,167 | 326,661 | Shares | Defined | 2022-01-20 | |
| 2021-06-30 | $2,885,144 | 465,346 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $437,537 | 70,006 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $222,238 | 41,540 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $865,705 | 270,533 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,243,185 | 358,267 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $1,637,167 | 702,647 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||