- Quarter end
- 31 Mar 2025
- the date the book describes
- Filed
- 27 Oct 2026
- latest of these filings; the earliest 12 May 2025
- Managers listing it
- 4
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q4 2024 and Q1 2025; 3 listed it in both
- Shares listed
- 1,877,783
- combined, among listed positions
- Reported value
- $86m
- combined, at the quarter end
Among the 95 comparable managers: 2 buyers (opened or added shares) and 3 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing WHD in Q1 2025
4 of 4 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Neuberger Berman Group LLC | 1,377,244 | $63m | 0.05% | Trimmed | -374,735 | 27 Oct 2026 (the filing on sec.gov) |
| Tudor Investment Corp | 231,602 | $11m | under 0.1% | Trimmed | -50,669 | 15 May 2025 (the filing on sec.gov) |
| Bridgewater Associates LP | 168,406 | $7.7m | under 0.1% | New | new | 14 May 2025 (the filing on sec.gov) |
| Holocene Advisors LP | 100,531 | $4.6m | under 0.1% | Added | +43,806 | 15 May 2025 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- Bridgewater Associates LPnew position · 168,406 shares now+168,406
- Holocene Advisors LPexisting position · 100,531 shares now+43,806
Reductions
- Neuberger Berman Group LLCexisting position · 1,377,244 shares now-374,735
- Tudor Investment Corpexisting position · 231,602 shares now-50,669
New positions and exits
New (1)
Exited (1)
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q1 2018 | 2 | $68m | n.a. | n.a. |
| Q2 2018 | 2 | $79m | n.a. | n.a. |
| Q3 2018 | 5 | $288m | n.a. | n.a. |
| Q4 2018 | 6 | $215m | n.a. | n.a. |
| Q1 2019 | 8 | $288m | n.a. | n.a. |
| Q2 2019 | 4 | $164m | n.a. | n.a. |
| Q3 2019 | 3 | $134m | n.a. | n.a. |
| Q4 2019 | 3 | $142m | n.a. | n.a. |
| Q1 2020 | 4 | $35m | n.a. | n.a. |
| Q2 2020 | 4 | $53m | n.a. | n.a. |
| Q3 2020 | 5 | $46m | n.a. | n.a. |
| Q4 2020 | 2 | $9.9m | n.a. | n.a. |
| Q1 2021 | 1 | $1.1m | n.a. | n.a. |
| Q2 2021 | 2 | $1.6m | n.a. | n.a. |
| Q3 2021 | 2 | $127m | n.a. | n.a. |
| Q4 2021 | 1 | $185m | n.a. | n.a. |
| Q1 2022 | 3 | $579m | n.a. | n.a. |
| Q2 2022 | 2 | $349m | n.a. | n.a. |
| Q3 2022 | 3 | $148m | n.a. | n.a. |
| Q4 2022 | 3 | $222m | n.a. | n.a. |
| Q1 2023 | 4 | $210m | n.a. | n.a. |
| Q2 2023 | 3 | $133m | n.a. | n.a. |
| Q3 2023 | 3 | $144m | n.a. | n.a. |
| Q4 2023 | 3 | $94m | 1 | 2 |
| Q1 2024 | 4 | $570m | 2 | 2 |
| Q2 2024 | 5 | $631m | 3 | 2 |
| Q3 2024 | 7 | $681m | 5 | 2 |
| Q4 2024 | 7 | $636m | 5 | 3 |
| Q1 2025 | 4 | $86m | 2 | 3 |
| Q2 2025 | 3 | $67m | 1 | 2 |
| Q3 2025 | 3 | $154m | 2 | 2 |
| Q4 2025 | 6 | $262m | 14 | 12 |
| Q1 2026 | 4 | $275m | 15 | 10 |
| Q2 2026 | 5 | $311m | 14 | 11 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
WHD and GE →WHD and LRCX →WHD and GEV →Choose a stock to compare with WHD →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own WHD, latest filings →Back to the 13F Explorer →