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This page summarizes the WING holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether WING is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
13F Filers Increasing WING Share Count |
Global Retirement Partners LLC |
15 |
66 |
+51 |
+340.00% |
CWM LLC |
265 |
746 |
+481 |
+181.51% |
Raymond James Financial Services Advisors Inc. |
3,080 |
6,888 |
+3,808 |
+123.64% |
GAMMA Investing LLC |
75 |
115 |
+40 |
+53.33% |
Robeco Institutional Asset Management B.V. |
1,226 |
1,375 |
+149 |
+12.15% |
Raymond James & Associates |
19,489 |
21,440 |
+1,951 |
+10.01% |
FSC Wealth Advisors LLC |
151 |
160 |
+9 |
+5.96% |
State of Michigan Retirement System |
7,072 |
7,272 |
+200 |
+2.83% |
Louisiana State Employees Retirement System |
8,300 |
8,500 |
+200 |
+2.41% |
Private Trust Co. NA |
60 |
61 |
+1 |
+1.67% |
Verdence Capital Advisors LLC |
920 |
930 |
+10 |
+1.09% |
State of Alaska Department of Revenue |
3,179 |
3,189 |
+10 |
+0.31% |
Smith Anglin Financial LLC |
3,884 |
3,887 |
+3 |
+0.08% |
13F Filers Reporting New Positions In WING |
Wesbanco Bank Inc. |
0 |
3,411 |
+3,411 |
+100% |
UMB Bank N A MO |
0 |
8 |
+8 |
+100% |
West Oak Capital LLC |
0 |
250 |
+250 |
+100% |
K.J. Harrison & Partners Inc |
0 |
3,000 |
+3,000 |
+100% |
Exchange Traded Concepts LLC |
0 |
1,710 |
+1,710 |
+100% |
Harbor Investment Advisory LLC |
0 |
5 |
+5 |
+100% |
Sumitomo Mitsui Trust Holdings Inc. |
0 |
1,010 |
+1,010 |
+100% |
Mather Group LLC. |
0 |
2 |
+2 |
+100% |
Financial Management Professionals Inc. |
0 |
1 |
+1 |
+100% |
Riverview Trust Co |
0 |
180 |
+180 |
+100% |
EFG Asset Management Americas Corp. |
0 |
2,316 |
+2,316 |
+100% |
BTC Capital Management Inc. |
0 |
990 |
+990 |
+100% |
MV Capital Management Inc. |
0 |
1 |
+1 |
+100% |
Symmetry Partners LLC |
0 |
673 |
+673 |
+100% |
WoodTrust Financial Corp |
0 |
776 |
+776 |
+100% |
Capital CS Group LLC |
0 |
1,681 |
+1,681 |
+100% |
Rise Advisors LLC |
0 |
80 |
+80 |
+100% |
Opal Wealth Advisors LLC |
0 |
4 |
+4 |
+100% |
Spire Wealth Management |
0 |
6 |
+6 |
+100% |
Pallas Capital Advisors LLC |
0 |
590 |
+590 |
+100% |
Wedmont Private Capital |
0 |
574 |
+574 |
+100% |
Simplicity Wealth LLC |
0 |
758 |
+758 |
+100% |
V Square Quantitative Management LLC |
0 |
66 |
+66 |
+100% |
Portman Square Capital LLP |
0 |
698 |
+698 |
+100% |
Unique Wealth Strategies LLC |
0 |
1,285 |
+1,285 |
+100% |
13F Filers With Unchanged Share Count |
New York State Teachers Retirement System |
34,164 |
34,164 |
UNCH |
0.00% |
New Mexico Educational Retirement Board |
6,100 |
6,100 |
UNCH |
0.00% |
Atwood & Palmer Inc. |
2 |
2 |
UNCH |
0.00% |
Massmutual Trust Co. FSB ADV |
58 |
58 |
UNCH |
0.00% |
GHP Investment Advisors Inc. |
40 |
40 |
UNCH |
0.00% |
DekaBank Deutsche Girozentrale |
972 |
972 |
UNCH |
0.00% |
Allworth Financial LP |
50 |
50 |
UNCH |
0.00% |
Moisand Fitzgerald Tamayo LLC |
74 |
74 |
UNCH |
0.00% |
Bogart Wealth LLC |
21 |
21 |
UNCH |
0.00% |
Versant Capital Management Inc |
13 |
13 |
UNCH |
0.00% |
Maryland State Retirement & Pension System |
2,367 |
2,367 |
UNCH |
0.00% |
Bellevue Asset Management LLC |
17 |
17 |
UNCH |
0.00% |
Iron Horse Wealth Management LLC |
45 |
45 |
UNCH |
0.00% |
SJS Investment Consulting Inc. |
4 |
4 |
UNCH |
0.00% |
SYSTM Wealth Solutions LLC |
12 |
12 |
UNCH |
0.00% |
Park Place Capital Corp |
11 |
11 |
UNCH |
0.00% |
Integrity Wealth Solutions LLC |
918 |
918 |
UNCH |
0.00% |
13F Filers Decreasing WING Share Count |
NBC Securities Inc. |
3,155 |
1,172 |
-1,983 |
-62.85% |
Legato Capital Management LLC |
1,605 |
1,050 |
-555 |
-34.58% |
Allspring Global Investments Holdings LLC |
296,330 |
205,896 |
-90,434 |
-30.52% |
Equitable Trust Co. |
2,097 |
1,507 |
-590 |
-28.14% |
Copeland Capital Management LLC |
358,580 |
268,075 |
-90,505 |
-25.24% |
Amalgamated Bank |
21,646 |
16,381 |
-5,265 |
-24.32% |
Kovack Advisors Inc. |
2,319 |
1,822 |
-497 |
-21.43% |
WCM Investment Management LLC |
56,930 |
47,223 |
-9,707 |
-17.05% |
Los Angeles Capital Management & Equity Research Inc. |
1,276 |
1,063 |
-213 |
-16.69% |
First Horizon Advisors Inc. |
624 |
540 |
-84 |
-13.46% |
Natixis Advisors L.P. |
13,771 |
12,419 |
-1,352 |
-9.82% |
Farmers & Merchants Investments Inc. |
13 |
12 |
-1 |
-7.69% |
Zurcher Kantonalbank Zurich Cantonalbank |
6,548 |
6,080 |
-468 |
-7.15% |
Congress Asset Management Co. MA |
11,380 |
10,620 |
-760 |
-6.68% |
Park Avenue Securities LLC |
2,844 |
2,663 |
-181 |
-6.36% |
Lindbrook Capital LLC |
542 |
510 |
-32 |
-5.90% |
CENTRAL TRUST Co |
80 |
76 |
-4 |
-5.00% |
Yousif Capital Management LLC |
14,022 |
13,470 |
-552 |
-3.94% |
Securian Asset Management Inc |
2,539 |
2,439 |
-100 |
-3.94% |
Bank of New York Mellon Corp |
296,867 |
286,921 |
-9,946 |
-3.35% |
NorthCrest Asset Manangement LLC |
5,770 |
5,610 |
-160 |
-2.77% |
Wealth Enhancement Advisory Services LLC |
2,061 |
2,007 |
-54 |
-2.62% |
Fifth Third Bancorp |
797 |
791 |
-6 |
-0.75% |
13F Filers Exiting WING |
McGlone Suttner Wealth Management Inc. |
107 |
0 |
-107 |
-100.00% |
Worth Asset Management LLC |
1,000 |
0 |
-1,000 |
-100.00% |
International Assets Investment Management LLC |
1,283 |
0 |
-1,283 |
-100.00% |
BML Capital Management LLC |
900 |
0 |
-900 |
-100.00% |
JJJ Advisors Inc. |
1 |
0 |
-1 |
-100.00% |
Diversified Trust Co |
1,364 |
0 |
-1,364 |
-100.00% |
Weiss Multi Strategy Advisers LLC |
17,838 |
0 |
-17,838 |
-100.00% |
See Summary: Institutional Holders of WING
See Details: Top 10 Hedge Funds Holding WING
Also See: WING Insider Buying
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