WOMN Institutional Ownership & Shareholders
IMPACT SHARES YWCA WOMEN'S E (WOMN) is currently held by 36 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $12.70M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Westfuller Advisors, Llc is currently the largest disclosed institutional shareholder of WOMN tracked by InsiderSet, reporting ownership valued at approximately $3.62M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $3.85M, representing an estimated gain of +6.39% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 82% of the total disclosed WOMN value among the investors covered in this analysis. Major shareholders include Westfuller Advisors, Llc, Rock Creek Group Llc, Focus Partners Wealth, and several other long-term asset managers with concentrated positions in IMPACT SHARES YWCA WOMEN'S E (WOMN).
This page ranks the largest institutional WOMN shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
36
Total Reported Value
$12.70M
Largest Holder
Westfuller Advisors, Llc
Largest Position
$3.62M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
47
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Westfuller Advisors, Llc | 1.32% | 85,395 | $3,620,951 | $3,852,365 | +$231,414 | +6.39% | |
| Rock Creek Group Llc | 0.17% | 39,015 | $1,654,330 | $1,760,056 | +$105,726 | +6.39% | |
| Focus Partners Wealth | 0.00% | 22,562 | $956,685 | $1,017,824 | +$61,139 | +6.39% | |
| Kestra Advisory Services, Llc | 0.00% | 18,988 | $830,811 | $856,592 | +$25,781 | +3.10% | |
| Greenleaf Trust | 0.01% | 15,915 | $696,339 | $717,962 | +$21,623 | +3.11% | |
| South Shore Capital Advisors | 0.44% | 14,675 | $642,084 | $662,023 | +$19,939 | +3.11% | |
| Centric Wealth Management | 0.09% | 13,692 | $573,589 | $617,678 | +$44,089 | +7.69% | |
| Commonwealth Equity Services, Llc | 0.00% | 12,836 | $561,640 | $579,061 | +$17,421 | +3.10% | |
| Bank Of America Corp | 0.00% | 10,990 | $465,998 | $495,784 | +$29,786 | +6.39% | |
| Susquehanna International Group, Llp | 0.00% | 10,427 | $442,130 | $470,386 | +$28,256 | +6.39% | |
| Goldman Sachs Group Inc | 0.00% | 10,388 | $440,476 | $468,627 | +$28,151 | +6.39% | |
| Lpl Financial Llc | 0.00% | 10,376 | $439,976 | $468,085 | +$28,109 | +6.39% | |
| Sunrise Financial Services, Llc | 0.19% | 7,858 | $343,816 | $354,492 | +$10,676 | +3.11% | |
| Cibc Bancorp Usa Inc. | 0.00% | 6,069 | $257,340 | $273,787 | +$16,447 | +6.39% | |
| Cetera Investment Advisers | 0.00% | 5,658 | $239,915 | $255,245 | +$15,330 | +6.39% | |
| Arax Advisory Partners | 0.00% | 3,112 | $131,957 | $140,389 | +$8,432 | +6.39% | |
| Cwm, Llc | 0.00% | 1,500 | $59,367 | $67,668 | +$8,301 | +13.98% | |
| Blair William & Co/Il | 0.00% | 1,312 | $55,613 | $59,187 | +$3,574 | +6.43% | |
| Farther Finance Advisors, Llc | 0.00% | 1,159 | $50,689 | $52,285 | +$1,596 | +3.15% | |
| Morgan Stanley | 0.00% | 1,133 | $48,081 | $51,112 | +$3,031 | +6.30% | |
| Pnc Financial Services Group, Inc. | 0.00% | 663 | $28,113 | $29,909 | +$1,796 | +6.39% | |
| Osaic Holdings, Inc. | 0.00% | 532 | $22,584 | $24,000 | +$1,416 | +6.27% | |
| Murphy & Mullick Capital Management Corp | 0.01% | 511 | $22,358 | $23,052 | +$694 | +3.11% | |
| Asset Dedication, Llc | 0.00% | 387 | $16,394 | $17,458 | +$1,064 | +6.49% | |
| Ghp Investment Advisors, Inc. | 0.00% | 340 | $14,877 | $15,338 | +$461 | +3.10% | |
| Abound Wealth Management | 0.00% | 324 | $14,177 | $14,616 | +$439 | +3.10% | |
| Creative Capital Management Investments Llc | 0.00% | 300 | $13,126 | $13,534 | +$408 | +3.11% | |
| Rossby Financial, Lcc | 0.00% | 293 | $12,424 | $13,218 | +$794 | +6.39% | |
| Cassaday & Co Wealth Management Llc | 0.00% | 268 | $11,726 | $12,090 | +$364 | +3.11% | |
| Allworth Financial Lp | 0.00% | 220 | $9,329 | $9,925 | +$596 | +6.39% | |
| Archer Investment Corp | 0.00% | 125 | $5,300 | $5,639 | +$339 | +6.40% | |
| Jpmorgan Chase & Co | 0.00% | 116 | $4,917 | $5,233 | +$316 | +6.43% | |
| Harbour Investments, Inc. | 0.00% | 100 | $4,240 | $4,511 | +$271 | +6.40% | |
| Fmr Llc | 0.00% | 87 | $3,699 | $3,925 | +$226 | +6.10% | |
| Whittier Trust Co | 0.00% | 77 | $3,317 | $3,474 | +$157 | +4.72% | |
| Evolution Wealth Management Inc. | 0.00% | 60 | $2,625 | $2,707 | +$82 | +3.11% |
Frequently asked questions about WOMN
Who are the largest institutional holders of WOMN?
The largest institutional holders of WOMN reported in the latest SEC Form 13F filings include Westfuller Advisors, Llc, Rock Creek Group Llc, Focus Partners Wealth, Kestra Advisory Services, Llc, and Greenleaf Trust. InsiderSet ranks institutional holders by their latest reported WOMN position.
What is WOMN institutional ownership?
This page tracks WOMN positions reported by institutional investment managers through SEC Form 13F. IMPACT SHARES YWCA WOMEN'S E (WOMN) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own WOMN?
InsiderSet currently tracks 36 institutional managers reporting WOMN holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of WOMN shareholders.
How much WOMN stock do institutions own?
Institutional investment managers disclosed approximately $12.70M in WOMN holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was WOMN institutional ownership last updated?
The latest WOMN institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional WOMN holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its WOMN position after the reporting date.
Are institutions buying or selling WOMN?
Institutional buying and selling can be analyzed by comparing WOMN positions across consecutive 13F reporting periods. InsiderSet's WOMN Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View WOMN ownership changes.
How has WOMN institutional ownership changed over time?
InsiderSet tracks WOMN institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.