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ENVESTNET ASSET MANAGEMENT INC: WT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ENVESTNET ASSET MANAGEMENT INC on WT, newest first. How the timeline and the estimate are built.

ENVESTNET ASSET MANAGEMENT INC held 1,074,956 WT 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 1,074,956 shares
    Change vs previous 13F +2,888 shares

    <0.01% of the 13F portfolio, value $18,209,747.

    13F-HR/A 0001214659-26-011925 filed by ENVESTNET ASSET MANAGEMENT INC
    Accepted , ingested

  2. period ended2026-03-31
    13F 1,072,068 shares
    Change vs previous 13F +93,506 shares

    <0.01% of the 13F portfolio, value $15,609,303.

    13F-HR 0001214659-26-005464 filed by ENVESTNET ASSET MANAGEMENT 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 978,562 shares
    Change vs previous 13F +10,337 shares

    <0.01% of the 13F portfolio, value $11,928,667.

    13F-HR 0001214659-26-001375 filed by ENVESTNET ASSET MANAGEMENT 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 968,225 shares
    Change vs previous 13F +62,803 shares

    <0.01% of the 13F portfolio, value $13,458,330.

    13F-HR 0001214659-25-015924 filed by ENVESTNET ASSET MANAGEMENT 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 905,422 shares
    Change vs previous 13F +97,070 shares

    <0.01% of the 13F portfolio, value $10,421,403.

    13F-HR 0001214659-25-011234 filed by ENVESTNET ASSET MANAGEMENT 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 808,352 shares
    Change vs previous 13F +257,273 shares

    <0.01% of the 13F portfolio, value $7,210,500.

    13F-HR 0001214659-25-006567 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 808,352 shares
    • Envestnet Portfolio Solutions, Inc.: 0 shares

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

  7. period ended2024-12-31
    13F 551,079 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,786,323.

    13F-HR 0001214659-25-002500 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 534,726 shares
    • Envestnet Portfolio Solutions, Inc.: 16,353 shares

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