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Disclosery

Ethic Inc.: WTM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ethic Inc. on WTM, newest first. How the timeline and the estimate are built.

Ethic Inc. held 860 WTM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 860 shares
    Change vs previous 13F +60 shares

    0.02% of the 13F portfolio, value $1,783,130.

    13F-HR 0001780570-26-000005 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 800 shares
    Change vs previous 13F +128 shares

    0.03% of the 13F portfolio, value $1,757,583.

    13F-HR 0001780570-26-000004 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 672 shares
    Change vs previous 13F -71 shares

    0.02% of the 13F portfolio, value $1,396,449.

    13F-HR 0001780570-26-000002 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 743 shares
    Change vs previous 13F -37 shares

    0.02% of the 13F portfolio, value $1,241,958.

    13F-HR 0001780570-25-000008 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 780 shares
    Change vs previous 13F +189 shares

    0.02% of the 13F portfolio, value $1,391,490.

    13F-HR 0001780570-25-000005 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 591 shares
    Change vs previous 13F +52 shares

    0.02% of the 13F portfolio, value $1,124,105.

    13F-HR 0001780570-25-000003 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 539 shares
    Change vs previous 13F +35 shares

    0.02% of the 13F portfolio, value $1,048,401.

    13F-HR 0001780570-25-000002 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 504 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $904,340.

    13F-HR 0001780570-24-000010 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).