your badges 52W Range $49–$53 16% of range Analyst Rating · Price Target · P/E · ROE · Net Profit Margin ·

IWMI Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

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Price $49.60
52W Range $49–$53

IWMI Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

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10-Year Performance Revenue, net income, margins and EPS trends

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Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

No data for this ratio group yet

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value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

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Annualized Payout≈$7.30Paid monthly
Ex-dateAmountCurrencyYield
Sep 16, 2026$0.61USD≈15.7%
Aug 19, 2026$0.64USD≈14.8%
Jul 22, 2026$0.63USD—
Jun 16, 2026$0.63USD—
May 20, 2026$0.61USD—
Apr 22, 2026$0.61USD—
Mar 18, 2026$0.57USD—
Feb 18, 2026$0.60USD—
Jan 21, 2026$0.61USD—
Dec 24, 2025$0.60USD—
Nov 26, 2025$0.57USD—
Oct 22, 2025$0.59USD—
Sep 24, 2025$0.59USD—
Aug 20, 2025$0.56USD—
Jul 23, 2025$0.56USD—
Jun 25, 2025$0.56USD—
May 21, 2025$0.55USD—
Apr 23, 2025$0.50USD—
Mar 26, 2025$0.57USD—
Feb 26, 2025$0.58USD—

Institutional owners (13F) 118 filers · $187.1M total · As of June 30, 2026

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Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 118
Value held $187.1M
New positions 37
Exited positions 6
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
37 (+8 vs prior Q) 6 (+3 vs prior Q) 55 (+10 vs prior Q) 12 (+3 vs prior Q) +937K

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
LPL Financial LLC $39,578,585 739,510 21.15% Shares
MADDEN SECURITIES Corp $14,088,167 263,232 7.53% Shares
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC $9,385,000 175,355 5.02% Shares
Gradient Investments LLC $8,855,450 165,461 4.73% Shares
Cascade Wealth Advisors, Inc $6,612,502 124,435 3.53% Shares
Farther Finance Advisors, LLC $6,223,445 116,283 3.33% Shares
ROYAL BANK OF CANADA $5,311,000 99,238 2.84% Shares
Private Advisor Group, LLC $5,055,852 94,467 2.70% Shares
UBS Group AG $4,937,916 92,263 2.64% Shares
STIFEL FINANCIAL CORP $4,783,731 89,382 2.56% Shares
Owen LaRue, LLC $4,338,974 81,072 2.32% Shares
MML INVESTORS SERVICES, LLC $3,768,869 70,420 2.01% Shares
Palacios Wealth Management, LLC $3,323,592 62,100 1.78% Shares
Garden State Investment Advisory Services LLC $3,228,605 60,325 1.73% Shares
Summit Financial, LLC $3,211,387 60,003 1.72% Shares
Rockefeller Capital Management L.P. $3,201,996 59,828 1.71% Shares
Marshall & Sterling Wealth Advisors Inc. $3,064,436 57,258 1.64% Shares
Independence Wealth Advisors, LLC $2,928,061 54,710 1.56% Shares
CITADEL ADVISORS LLC $2,317,416 43,300 1.24% Call option
Moran Wealth Management, LLC $2,255,975 42,152 1.21% Shares
OLD MISSION CAPITAL LLC $2,078,609 38,838 1.11% Shares
Mutual Advisors, LLC $1,918,872 35,853 1.03% Shares
Capital Investment Advisory Services, LLC $1,774,563 33,157 0.95% Shares
High Net Worth Advisory Group LLC $1,672,928 31,258 0.89% Shares
HERBST GROUP, LLC $1,667,212 31,151 0.89% Shares
INSIGNEO ADVISORY SERVICES, LLC $1,589,544 29,700 0.85% Shares
JANE STREET GROUP, LLC $1,525,320 28,500 0.82% Put option
ENVESTNET ASSET MANAGEMENT INC $1,483,067 27,711 0.79% Shares
Brookwood Investment Group LLC $1,405,221 26,256 0.75% Shares
INDEPENDENT FINANCIAL GROUP, LLC $1,403,027 26,215 0.75% Shares
Wellington Grp LLC $1,379,571 25,777 0.74% Shares
FSA Advisors, Inc. $1,333,504 24,916 0.71% Shares
CITADEL ADVISORS LLC $1,332,648 24,900 0.71% Put option
SEAVIEW INVESTMENT MANAGERS LLC $1,278,433 23,887 0.68% Shares
Steward Partners Investment Advisory, LLC $1,263,768 23,613 0.68% Shares
Kestra Advisory Services, LLC $1,235,101 23,077 0.66% Shares
STEPHENS INC /AR/ $1,224,805 22,885 0.65% Shares
KINGSWOOD WEALTH ADVISORS, LLC $1,085,974 20,291 0.58% Shares
JANE STREET GROUP, LLC $1,059,696 19,800 0.57% Call option
NFSG Corp $984,307 18,391 0.53% Shares
Belvedere Trading LLC $845,616 15,800 0.45% Call option
Valmark Advisers, Inc. $828,757 15,485 0.44% Shares
DIVERSIFY WEALTH MANAGEMENT, LLC $808,762 15,541 0.43% Shares
Diversify Advisory Services, LLC $808,762 15,541 0.43% Shares
ENTREWEALTH, LLC $790,950 15,000 0.42% Shares
KESTRA PRIVATE WEALTH SERVICES, LLC $778,303 14,542 0.42% Shares
SeaCrest Wealth Management, LLC $776,040 14,500 0.41% Shares
Gateway Wealth Partners, LLC $773,119 14,445 0.41% Shares
PFG Investments, LLC $713,537 13,332 0.38% Shares
HighTower Advisors, LLC $674,551 12,604 0.36% Shares

Show all 118 institutional owners →

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