WLY (WLY) Institutional Buying Activity

Institutional investors tracked by InsiderSet increased exposure to WLY during the quarter ended December 31, 2024 through a combination of new purchases and expanded existing positions disclosed in SEC Form 13F filings.

The largest institutional buyer of WLY during the latest reporting period was Alta Fox Capital Management, which increased its reported WLY position by approximately $9.59M based on quarter-end filing values. Several additional hedge funds and long-term asset managers also reported meaningful increases in WLY exposure during the quarter.

Institutional buying activity can provide insight into investor conviction, sector allocation trends, and smart money positioning toward WLY. InsiderSet tracks quarterly accumulation trends, new institutional positions, ownership increases, and estimated performance of newly disclosed holdings using SEC filing data and recent market prices.

The investors highlighted on this page collectively added approximately $15.85M in reported WLY exposure during the latest filing period, reflecting continued institutional interest in WLY's growth initiatives and strategic positioning.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q4 2024Alta Fox Capital ManagementBuy219,349347,047$15,169,424
Q3 2024Alta Fox Capital ManagementBuy127,698127,698$6,161,429
Q1 2024Renaissance Technologies LLCBuy800112,600$4,293
Q4 2023Renaissance Technologies LLCBuy86,700111,800$3,549
Q4 2022Renaissance Technologies LLCBuy35,158113,900$4,563
Q3 2022Renaissance Technologies LLCBuy3,84278,742$2,958
Q2 2022Renaissance Technologies LLCBuy57,00074,900$3,577
Q1 2022Renaissance Technologies LLCBuy7,60017,900$949
Q4 2021Renaissance Technologies LLCBuy60010,300$590
Q3 2020Renaissance Technologies LLCBuy157,000303,300$9,618
Q2 2020Renaissance Technologies LLCBuy14,500146,300$5,706
Q3 2019Renaissance Technologies LLCBuy27,000242,100$10,638
Q2 2019Renaissance Technologies LLCBuy66,910215,100$9,864
Q4 2018Renaissance Technologies LLCBuy143,790236,390$11,103
Q3 2018Renaissance Technologies LLCBuy74,90092,600$5,612
Q4 2017Gardner Russo & QuinnBuy1,2501,250$82
Q2 2017Renaissance Technologies LLCBuy69,70079,600$4,199
Q2 2016Renaissance Technologies LLCBuy6,30058,200$3,037
Q1 2016Jensen Investment ManagementBuy6209,140$447
Q3 2015Renaissance Technologies LLCBuy77,000262,700$13,143
Q2 2015Renaissance Technologies LLCBuy151,700185,700$10,097
Q2 2015Jensen Investment ManagementBuy3,2008,520$463
Q3 2014Renaissance Technologies LLCBuy111,600125,900$7,064
Q3 2013Vulcan Value PartnersBuy176,326855,512$40,799
Q2 2013Vulcan Value PartnersBuy679,186679,186$27,229
Q2 2013Renaissance Technologies LLCBuy240,100240,100$9,626
Q2 2013Jensen Investment ManagementBuy5,3205,320$213

Frequently asked questions about WLY activity

  • Which institutional owners are buying WLY?

    Institutional owners buying WLY include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in WLY activity?

    "Buy" means an investor increased their reported position in WLY compared to the prior reporting period. This reflects growing exposure to WLY rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in WLY increasing?

    Institutional interest in WLY can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

WLY Institutional Buying Activity | InsiderSet