ENVESTNET ASSET MANAGEMENT INC: WTS position timeline

ENVESTNET ASSET MANAGEMENT INC held 47,350 WTS 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 47,350 shares

   Change vs previous 13F +5,321 shares

   <0.01% of the 13F portfolio, value $18,535,290.

   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: 46,469 shares
   • Envestnet Portfolio Solutions, Inc.: 881 shares
2. period ended2026-03-31

   13F 42,029 shares

   Change vs previous 13F +3,202 shares

   <0.01% of the 13F portfolio, value $12,200,467.

   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: 41,153 shares
   • Envestnet Portfolio Solutions, Inc.: 876 shares

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

3. period ended2025-12-31

   13F 38,827 shares

   Change vs previous 13F -1,669 shares

   <0.01% of the 13F portfolio, value $10,716,928.

   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: 37,899 shares
   • Envestnet Portfolio Solutions, Inc.: 928 shares

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

4. period ended2025-09-30

   13F 40,496 shares

   Change vs previous 13F +1,166 shares

   <0.01% of the 13F portfolio, value $11,309,841.

   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: 39,575 shares
   • Envestnet Portfolio Solutions, Inc.: 921 shares

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

5. period ended2025-06-30

   13F 39,330 shares

   Change vs previous 13F +1,378 shares

   <0.01% of the 13F portfolio, value $9,670,853.

   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: 38,383 shares
   • Envestnet Portfolio Solutions, Inc.: 947 shares

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

6. period ended2025-03-31

   13F 37,952 shares

   Change vs previous 13F -36,864 shares

   <0.01% of the 13F portfolio, value $7,739,265.

   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: 37,952 shares
   • Envestnet Portfolio Solutions, Inc.: 0 shares

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

7. period ended2024-12-31

   13F 74,816 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $15,210,199.

   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: 71,608 shares
   • Envestnet Portfolio Solutions, Inc.: 3,208 shares

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