ENVESTNET ASSET MANAGEMENT INC: WSO position timeline

ENVESTNET ASSET MANAGEMENT INC held 263,685 WSO shares at 2026-06-30 per its 13F-HR/A filed 2026-09-23.

the latest 13F is the newest step

1. period ended2026-06-30

   13F/A 263,685 shares

   Change vs previous 13F -31,517 shares

   0.02% of the 13F portfolio, value $109,885,379.

   13F-HR/A 0001214659-26-011925 filed by ENVESTNET ASSET MANAGEMENT INC
   Accepted 2026-09-23 20:38:24 UTC, ingested 2026-10-08 03:34:40 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 260,848 shares
   • Envestnet Portfolio Solutions, Inc.: 2,837 shares
2. period ended2026-03-31

   13F 295,202 shares

   Change vs previous 13F +72,903 shares

   0.03% of the 13F portfolio, value $107,391,600.

   13F-HR 0001214659-26-005464 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 292,356 shares
   • Envestnet Portfolio Solutions, Inc.: 2,846 shares

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

3. period ended2025-12-31

   13F 222,299 shares

   Change vs previous 13F -58,421 shares

   0.02% of the 13F portfolio, value $74,903,640.

   13F-HR 0001214659-26-001375 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 218,586 shares
   • Envestnet Portfolio Solutions, Inc.: 3,713 shares

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

4. period ended2025-09-30

   13F 280,720 shares

   Change vs previous 13F +13,253 shares

   0.03% of the 13F portfolio, value $113,494,828.

   13F-HR 0001214659-25-015924 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 276,750 shares
   • Envestnet Portfolio Solutions, Inc.: 3,970 shares

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

5. period ended2025-06-30

   13F 267,467 shares

   Change vs previous 13F -3,919 shares

   0.03% of the 13F portfolio, value $118,119,041.

   13F-HR 0001214659-25-011234 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 262,737 shares
   • Envestnet Portfolio Solutions, Inc.: 4,730 shares

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

6. period ended2025-03-31

   13F 271,386 shares

   Change vs previous 13F +7,416 shares

   0.04% of the 13F portfolio, value $137,945,503.

   13F-HR 0001214659-25-006567 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 268,284 shares
   • Envestnet Portfolio Solutions, Inc.: 3,102 shares

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

7. period ended2024-12-31

   13F 263,970 shares

   Change vs previous 13F not available

   0.04% of the 13F portfolio, value $125,092,846.

   13F-HR 0001214659-25-002500 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 260,104 shares
   • Envestnet Portfolio Solutions, Inc.: 3,866 shares

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