CUSIP 97717X560EQUITY PREMIUMWTPIQ4 2025
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Lpl Financial LLC | 1.03M | $33.93M |
| 2 | Morgan Stanley | 656.5K | $21.68M |
| 3 | Cary Street Partners Financial LLC | 303.0K | $10.00M |
| 4 | Castle Wealth Management LLC | 269.9K | $8.91M |
| 5 | Granite Bay Wealth Management, LLC | 265.5K | $8.77M |
| 6 | Trust Point Inc. | 228.6K | $7.55M |
| 7 | Solutions 4 Wealth, Ltd | 187.0K | $6.17M |
| 8 | Cetera Investment Advisers | 166.9K | $5.51M |
| 9 |
| Compass Financial Services Inc |
| 147.8K |
| $4.88M |
| 10 | Central Trust Co | 125.3K | $4.14M |