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Institutional Holdings
WLKPOwnership Summary
Institutions Holding
14
Total Shares Held
683,030
Total Value Held
$15,514,223
Quarter
2026-06-30
Active Positions
Increased Positions
2
1,529 shares
Decreased Positions
0
0 shares
Held Positions
8
681,501 shares
New Positions
0
0 shares
Sold Out Positions
4
15,274 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| Clearbridge Investments, LLC | 633,569 | $14,103,246 | Unchanged | 0.01% | 2026-06-30 |
| Pinnacle Holdings, LLC | 38,942 | $866,849 | Unchanged | 0.27% | 2026-06-30 |
| Pettee Investors, Inc. | 6,711 | $489,903 | Unchanged | 0.24% | 2026-06-30 |
| BNP PARIBAS FINANCIAL MARKETS | 1,100 | $24,486 | ▲ +1,000 | 0.00% | 2026-06-30 |
| JONES FINANCIAL COMPANIES LLLP | 429 | $9,712 | ▲ +1 | 0.00% | 2026-06-30 |
| PRIVATE TRUST CO NA | 90 | $6,570 | Unchanged | 0.00% | 2026-06-30 |
| Archer Investment Corp | 235 | $5,231 | Unchanged | 0.00% | 2026-06-30 |
| Indiana Trust & Investment Management Co | 200 | $4,452 | Unchanged | 0.00% | 2026-06-30 |
| TRUST CO OF VERMONT | 50 | $3,650 | Unchanged | 0.00% | 2026-06-30 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 1,704 | $124 | Unchanged | 0.00% | 2026-06-30 |
| Jump Financial, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| THOMPSON SIEGEL & WALMSLEY LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Ancora Advisors LLC | 0 | $0 | Sold out | 2026-06-30 | |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 0 | $0 | Sold out | 2026-06-30 |