CUSIP 95766T100COMPAIQ4 2025
12 filings · latest Jan 6, 2026
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | 1607 Capital Partners, LLC | 712.9K | $8.90M |
| 2 | Hennion & Walsh Asset Management, Inc. | 223.8K | $2.79M |
| 3 | Jones Financial Companies Lllp | 199.0K | $2.48M |
| 4 | Guggenheim Capital LLC | 187.5K | $2.34M |
| 5 | Fiera Capital Corp | 133.2K | $1.66M |
| 6 | Lpl Financial LLC | 75.6K | $944.1K |
| 7 | Wolverine Asset Management LLC | 53.6K | $668.5K |
| 8 | Raymond James Financial Inc | 46.7K | $582.6K |
| 9 |
| 4 | Feb 14, 2024 | Sit Investment Associates Inc | 13G | 6.8% | 651.1K | SEC |
| 5 | Feb 8, 2024 | 1607 Capital Partners, LLC | 13G/A | 9.3% | 881.7K | SEC |
| 6 | Jan 26, 2024 | First Trust Portfolios LP | 13G/A | 0.0% | 4.1K | SEC |
| 7 | Feb 14, 2023 | 1607 Capital Partners, LLC | 13G | 7.5% | 712.8K | SEC |
| 8 | Jan 13, 2023 | First Trust Portfolios LP | 13G/A | 5.7% | 541.6K | SEC |
| 9 | Aug 10, 2022 | First Trust Portfolios LP | 13G/A | 10.2% | 966.0K | SEC |
| 10 | Jan 18, 2022 | First Trust Portfolios LP | 13G/A | 15.8% | 1.50M | SEC |
See the full Schedule 13D/13G history for Western Asset Investment Gra.
Unlock full history| Shaker Financial Services, LLC |
| 38.3K |
| $480.5K |
| 10 | Aviance Capital Partners, LLC | 38.1K | $475.0K |