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ENVESTNET ASSET MANAGEMENT INC: WTM position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 13,838 WTM 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 13,838 shares
    Change vs previous 13F -1,725 shares

    0.01% of the 13F portfolio, value $28,691,176.

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

  2. period ended2026-03-31
    13F 15,563 shares
    Change vs previous 13F -496 shares

    0.01% of the 13F portfolio, value $34,191,207.

    13F-HR 0001214659-26-005464 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 15,563 shares
    • Envestnet Portfolio Solutions, Inc.: 0 shares

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

  3. period ended2025-12-31
    13F 16,059 shares
    Change vs previous 13F -1,786 shares

    0.01% of the 13F portfolio, value $33,371,467.

    13F-HR 0001214659-26-001375 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 15,798 shares
    • Envestnet Portfolio Solutions, Inc.: 261 shares

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

  4. period ended2025-09-30
    13F 17,845 shares
    Change vs previous 13F +7 shares

    0.01% of the 13F portfolio, value $29,829,061.

    13F-HR 0001214659-25-015924 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 17,591 shares
    • Envestnet Portfolio Solutions, Inc.: 254 shares

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

  5. period ended2025-06-30
    13F 17,838 shares
    Change vs previous 13F +282 shares

    0.01% of the 13F portfolio, value $32,031,858.

    13F-HR 0001214659-25-011234 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 17,511 shares
    • Envestnet Portfolio Solutions, Inc.: 327 shares

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

  6. period ended2025-03-31
    13F 17,556 shares
    Change vs previous 13F +667 shares

    0.01% of the 13F portfolio, value $33,810,206.

    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: 17,269 shares
    • Envestnet Portfolio Solutions, Inc.: 287 shares

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

  7. period ended2024-12-31
    13F 16,889 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $32,850,048.

    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: 16,414 shares
    • Envestnet Portfolio Solutions, Inc.: 475 shares

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