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Gotham Asset Management, LLC: IWD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Gotham Asset Management, LLC on IWD, newest first. How the timeline and the estimate are built.

Gotham Asset Management, LLC held 116,884 IWD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 116,884 shares
    Change vs previous 13F +1,581 shares

    0.07% of the 13F portfolio, value $28,336,188.

    13F-HR 0001398344-26-014644 filed by Gotham Asset Management, LLC
    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 115,303 shares
    Change vs previous 13F +34,502 shares

    0.08% of the 13F portfolio, value $24,636,792.

    13F-HR 0001398344-26-009299 filed by Gotham Asset Management, LLC
    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 80,801 shares
    Change vs previous 13F +18,184 shares

    0.06% of the 13F portfolio, value $16,995,682.

    13F-HR 0001398344-26-003287 filed by Gotham Asset Management, LLC
    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 62,617 shares
    Change vs previous 13F +10,988 shares

    0.06% of the 13F portfolio, value $12,748,195.

    13F-HR 0001398344-25-020991 filed by Gotham Asset Management, LLC
    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 51,629 shares
    Change vs previous 13F +17,713 shares

    0.06% of the 13F portfolio, value $10,027,901.

    13F-HR 0001398344-25-015658 filed by Gotham Asset Management, LLC
    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 33,916 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $6,381,635.

    13F-HR 0001398344-25-009635 filed by Gotham Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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