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Disclosery

Franklin Resources: WLY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Franklin Resources on WLY, newest first. How the timeline and the estimate are built.

Franklin Resources held 153,316 WLY shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 153,316 shares
    Change vs previous 13F +125,023 shares

    <0.01% of the 13F portfolio, value $7,437,359.

    13F-HR 0000038777-26-000222 filed by FRANKLIN RESOURCES INC
    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 28,293 shares
    Change vs previous 13F -1,203 shares

    <0.01% of the 13F portfolio, value $1,077,964.

    13F-HR 0000038777-26-000124 filed by FRANKLIN RESOURCES 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 29,496 shares
    Change vs previous 13F -127 shares

    <0.01% of the 13F portfolio, value $903,462.

    13F-HR 0000038777-26-000055 filed by FRANKLIN RESOURCES 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 29,623 shares
    Change vs previous 13F +994 shares

    <0.01% of the 13F portfolio, value $1,198,843.

    13F-HR 0000038777-25-000239 filed by FRANKLIN RESOURCES 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 28,629 shares
    Change vs previous 13F +2,022 shares

    <0.01% of the 13F portfolio, value $1,277,712.

    13F-HR 0000038777-25-000153 filed by FRANKLIN RESOURCES 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 26,607 shares
    Change vs previous 13F +1,395 shares

    <0.01% of the 13F portfolio, value $1,185,608.

    13F-HR 0000038777-25-000090 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 25,212 shares
    Change vs previous 13F +20 shares

    <0.01% of the 13F portfolio, value $1,102,017.

    13F-HR 0000038777-25-000026 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F/A 25,192 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,253,554.

    13F-HR/A 0000038777-24-000215 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

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