Franklin Resources: WTM position timeline

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

Franklin Resources held 4,278 WTM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

period ended2026-06-30
13F 4,278 shares
Change vs previous 13F -620 shares
<0.01% of the 13F portfolio, value $8,869,963.
13F-HR 0000038777-26-000222 filed by FRANKLIN RESOURCES INC
Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- FRANKLIN RESOURCES INC: 4,178 shares
- Clearbridge Investments, LLC: 100 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 4,898 shares
Change vs previous 13F +1,172 shares
<0.01% of the 13F portfolio, value $10,760,710.
13F-HR 0000038777-26-000124 filed by FRANKLIN RESOURCES INC
Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- FRANKLIN RESOURCES INC: 4,798 shares
- Clearbridge Investments, LLC: 100 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 3,726 shares
Change vs previous 13F +4 shares
<0.01% of the 13F portfolio, value $7,742,740.
13F-HR 0000829108-26-000001 filed by Brandywine Global Investment Management, LLC
Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- FRANKLIN RESOURCES INC: 400 shares
- Brandywine Global Investment Management, LLC: 3,226 shares
- Clearbridge Investments, LLC: 100 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 3,722 shares
Change vs previous 13F -238 shares
<0.01% of the 13F portfolio, value $6,221,398.
13F-HR 0000829108-25-000008 filed by Brandywine Global Investment Management, LLC
Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- FRANKLIN RESOURCES INC: 396 shares
- Brandywine Global Investment Management, LLC: 3,326 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 3,960 shares
Change vs previous 13F -131 shares
<0.01% of the 13F portfolio, value $7,111,051.
13F-HR 0000829108-25-000004 filed by Brandywine Global Investment Management, LLC
Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- FRANKLIN RESOURCES INC: 434 shares
- Brandywine Global Investment Management, LLC: 3,526 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 4,091 shares
Change vs previous 13F -249 shares
<0.01% of the 13F portfolio, value $7,878,488.
13F-HR 0000829108-25-000003 filed by Brandywine Global Investment Management, LLC
Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- FRANKLIN RESOURCES INC: 465 shares
- Brandywine Global Investment Management, LLC: 3,626 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 4,340 shares
Change vs previous 13F -147 shares
<0.01% of the 13F portfolio, value $8,441,560.
13F-HR 0000829108-25-000001 filed by Brandywine Global Investment Management, LLC
Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- FRANKLIN RESOURCES INC: 421 shares
- Brandywine Global Investment Management, LLC: 3,919 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F/A 4,487 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $8,295,385.
13F-HR 0000829108-24-000008 filed by Brandywine Global Investment Management, LLC
Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- FRANKLIN RESOURCES INC: 354 shares
- Brandywine Global Investment Management, LLC: 4,133 shares
Acceptance time not in the bulk data set (spec §4.2).