Question 1

Which hedge funds and institutional investors hold WSO?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for WSO shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for WSO whale holdings?

Accepted Answer

Conviction level reflects how significant WSO is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to WSO, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for WSO?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about WSO?

Accepted Answer

QoQ changes for WSO show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
Capital Research	1.9M	$690.7M	0.1%	$644.6B
State Street	1.3M	$463.4M	0.0%	$2896.4B
Kayne Anderson	1.1M	$396.9M	1.2%	$34.0B
Markel	540.6K	$196.7M	1.6%	$11.9B
Capital World	339.0K	$123.3M	0.0%	$732.9B
Two Sigma	300.1K	$109.2M	0.1%	$123.9B
Renaissance Tech	216.4K	$78.7M	0.1%	$63.9B
Junto Capital	145.2K	$52.8M	1.1%	$4.7B
Baillie Gifford	137.2K	$49.9M	0.1%	$97.9B
Geode Capital	133.2K	$48.5M	0.0%	$1607.5B
Conestoga	121.9K	$44.3M	0.9%	$5.0B
Epoch	64.4K	$23.4M	0.1%	$16.5B
Gotham Asset	63.6K	$23.1M	0.1%	$32.7B
Millennium	46.8K	$17.0M	0.0%	$240.3B
DFA	21.7K	$7.9M	0.0%	$481.4B
Marshall Wace	11.5K	$4.2M	0.0%	$100.4B
American Century	11.4K	$4.2M	0.0%	$194.3B
Citadel	8.2K	$3.0M	0.0%	$618.5B
Citadel	8.0K	$2.9M	0.0%	$618.5B
Citadel	7.1K	$2.6M	0.0%	$618.5B
WorldQuant	6.4K	$2.3M	0.0%	$25.9B
Neuberger Berman (Eisman)	5.0K	$1.8M	0.0%	$131.4B
Arrowstreet	4.6K	$1.7M	0.0%	$184.8B
WCM	4.3K	$1.5M	0.0%	$43.8B
Wellington	4.0K	$1.4M	0.0%	$535.5B
Franklin Templeton	3.2K	$1.2M	0.0%	$408.3B
Point72	2.9K	$1.1M	0.0%	$78.1B
Caxton	2.8K	$1.0M	0.0%	$4.4B
Man Group	1.7K	$624K	0.0%	$55.1B
Point72	1.5K	$546K	0.0%	$78.1B
Two Sigma	1.0K	$364K	0.0%	$123.9B
Fidelity (FMR)	815	$296K	—	$1898.4B
Fisher Investments	667	$243K	0.0%	$294.9B
Invesco	612	$223K	—	$653.3B
BlackRock	429	$156K	—	$5723.5B
Northern Trust	231	$84K	—	$756.6B
AQR Capital	2	$717	—	$218.4B

WSO

Who Holds WSO

Changes This Quarter