Position in WT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,357,962
+$655,127 QoQ
Shares Held
139,195
+19.0% QoQ
Ownership
0.092%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#99
of 310 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in WT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026DEUTSCHE BANK AG\ holds $2,550,774,007 across 52 Asset Management names. WT ranks #28 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
429,752 | $413,232,327 | |
| 2 | AMP |
Ameriprise Financial Inc
|
798,290 | $366,223,515 | |
| 3 | BX |
Blackstone Inc.
|
2,297,785 | $270,380,353 | |
| 4 | STT |
State Street Corp
|
1,135,946 | $192,656,439 | |
| 5 | APO |
Apollo Global Management, Inc.
|
1,456,257 | $172,289,764 | |
| 6 | KKR |
KKR & Co. Inc.
|
1,618,481 | $148,544,181 | |
| 7 | NTRS |
Northern Trust Corp
|
828,874 | $144,091,452 | |
| 8 | BN |
BROOKFIELD Corp /ON/
|
3,339,870 | $142,245,060 |
All Filings in WT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,357,962 | 139,195 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $1,702,835 | 116,953 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $3,698,505 | 303,405 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $3,879,406 | 279,094 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $3,188,096 | 276,985 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $4,309,243 | 483,099 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $3,323,008 | 316,477 | Shares | Defined | 2025-06-30 | |
| 2024-09-30 | $2,767,658 | 277,043 | Shares | Defined | 2025-06-26 | |
| 2024-06-30 | $613,230 | 61,880 | Shares | Defined | 2025-06-12 | |
| 2024-03-31 | $672,725 | 73,202 | Shares | Defined | 2025-06-02 | |
| 2023-12-31 | $561,862 | 81,077 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $574,847 | 82,121 | Shares | Defined | 2023-11-24 | |
| 2023-06-30 | $1,061,892 | 154,795 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $613,587 | 104,708 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $428,870 | 78,692 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $304,685 | 65,104 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $438,615 | 86,512 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $535,906 | 91,296 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $601,405 | 98,269 | Shares | Defined | 2022-02-16 | |
| 2021-09-30 | $554,053 | 97,717 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $2,815,375 | 454,093 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $2,786,481 | 445,837 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $596,550 | 111,505 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $306,095 | 95,655 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $652,782 | 188,122 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $4,833,996 | 2,074,677 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||